Articles tagged closing

Closing a job creates the invoice, locks the attachments, and ends the record for that visit. Recalls — the return-visit problem — should almost always be a new job rather than a reopened one. Here's the rulebook.

Closing locks an invoice as final. Reversing undoes it — either by cancelling it outright or by issuing a credit note. Suprata picks which one applies, and asks separately what should happen to any money already paid.