Retainer Jobs, Closing off

Use this process when you are closing off a retainer job with recurring invoice

Step 1: Stop recurring invoice. 

• Go to the Rec. invoice tab on the job
• Edit the recurring invoice.
• Change the start and end date to be the date of the last invoice for example if the last invoice was on the 01/09 – change start and end date to this date

Step 2: Change the status of the job.

• Edit job.
• Change status to complete or dead