Navigation: Basic Working Procedures > Work Orders > Manage the Work Order > Close a Work Order |
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There may be times when you wish to Close a Work Order temporarily, rather than Cancel a Work Order. You may wish simply to mark it as no longer available for continued work. (The normal finishing Status for a Work Order is Billed, after the Service Call or Project is fully invoiced.)
Both Canceled and Closed Work Orders can be reactivated.
How to Close a Work Order
1. | Open the desired Work Order |
2. | Click the Actions button on the lower right |
3. | Click Close Work Order |
Note:
In order to Close a Work Order there must be no items with a Sale Amount. All Items must either have been invoiced or have a Sale Amount of $0.00. Set the Sale Amount to zero for any outstanding items. This enables you to close the Work Order without creating an Invoice.
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