From your Home menu's > 'Jobs / Orders List' page, use the check-boxes next to each order to select the orders you would like to change the status of. Once selected, click the 'Change Status' button. (Limited to the amount of records displayed on your Jobs / Orders List, maximum 100).

Depending on the current status of the selected order(s), you will be given options of the available status change directions. Below, are the available status changes along with what they do/represent and when they can be applied.

Complete/Close: This Bulk Action will Complete, and attempt to Close any selected Open orders. Close can only be applied to orders that are already marked paid in full.

Complete - Marking a job 'complete' is acknowledging that the line items present on the job(s) have been performed/completed. Think of it as telling the system that the products/services were rendered. Once a job is marked complete, the value of the selected order(s) is logged as Revenue. Complete can be applied to 'Open' jobs whose line items are incomplete or partially complete.

*Jobs can be marked complete even if unpaid. Once you have rendered the products/services, marking a job complete is a valuable activity that builds the revenue in the business and helps you track the jobs you actually performed, regardless of whether you are waiting on final payment. Completed/Unpaid jobs will automatically appear on your Reports>Accounts Receivable report.

Close - 'Close' is the final status of a fully resolved job. Once a job is paid in full ($0.00 balance owing), and marked Complete, it can then be fully Closed.

Open: 'Open' is the standard state for any active jobs/orders. Think of it like an 'open' ticket. Closed jobs can be re-Opened, where they will show Complete status. Cancelled jobs can also be set back to Open status here in NOP.

Cancel: Cancel is the best status to use on jobs/orders that are no longer needed. Cancelled jobs will have their events removed from the calendar automatically when cancelled, and reinstated on the calendar if the job is ever re-opened. When cancelling a job, you will be asked to select a reason for the cancellation or enter a custom note. The cancel reason is recorded under the Notes tab of the customer's profile and associated to the cancelled job for future reference.