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; voiding cancels it as if it never happened. They're not the same and they sync differently to QuickBooks. Here's the lifecycle, when to use each, and the rare case for reactivation.