Jobs & field work

Complete a job and invoice it

Complete job moves it to Requires Invoicing; Create invoice bills it.

A job goes Active → Requires Invoicing → Closed.

  1. When the work is done, press Complete job. Anyone still clocked in is clocked out.
  2. The job moves to Requires Invoicing and shows up under Needs you on the dashboard.
  3. Press Create invoice. The invoice copies the job's lines. Send it (see Send an invoice).
  4. Once it's invoiced, the job is Closed.
  • No invoice needed (warranty work, a freebie)? Use Close job without invoicing on the job page (or Close without invoicing in the row's ⋯ menu).
  • Something came up? Reopen job puts it back to Active.
  • Jobs billed by a recurring plan don't show the manual invoice buttons. The plan bills them.

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