Close a work order

Step 1: Tap Work Orders > Closeout

• The list only shows names of customers with "Complete" work orders.
• Enter the customer name to sort the list.
• Tap on the name to open the closeout screens.
  

Step 2: Tap the checkbox of the invoice(s) you wish to close

• Tap "Next"  

Step 3:  Final Outgoing Setup

• Use the drop-downs to record the final setup (if needed)
• Tap "Accept"
• Tap the green "Closeout" button

Step 4: Shipping and Payment Details 

• Use the buttons at the top of the modal to select shipping or (shop) pickup preference.
• Select the "Payment Method".
• Tap the "Paid" button.

Step 5: Finalize and Send Receipt

• Review the Receipt details.
• Tap your delivery method for the receipt.

Only Skip and Send and Close will shut the payment page and closeout the invoice.