In order to close a job order, the job's line items must be marked completed and the amount owing must be paid in full ($0). Once the line items are marked completed and the balance owing is zero, the job will then change to 'closed' status (*It does not matter in which order you mark the job paid or complete).
Complete line items:
Click the green Complete Line Items button and select the line items to be marked as completed. You can complete individual line items if needed. (This will record the value of the items as official revenue).
Accept Payment:
Click the green Accept Payment button and record your payment received for the job. This will clear the amount owing.
Accepting Payment in full, launches the Complete Line Items Prompt:
When Accepting Payment first (before completion), once the balance owing is paid in full ($0.00 owing), the Complete Line Items checklist will launch *only if there are Incomplete line items*. This flows into marking the line items complete after payment is applied. It helps prevent missing the completion step and saves clicks.
Job Closed:
Once Payment is Accepted (and the balance owing is $0.00) and the Line Items are Completed, the job status will change to 'Closed'. You can click on the status to reopen it at any time if you need to make adjustments. Jobs must be reopened in order to be edited.
If you reopen a job and adjust anything in the line items section, you will need to click the 'generate invoice' button to save your changes and to re-close the job.
