Closing a Sale

This article reviews how to close a Sale.

Close Work Orders

Convert the sale to an invoice

Close Work Orders

There are multiple ways to close a Work Order, we recommend using the Work Scan App to complete all operations for a Work Order to close it.

1. Starting/Stopping/Scanning/Completing a Work Order (recommended): When in the Work Scan App, after the last operation in the Work Order is completed the app will attempt to close the Work Order.
2. Closing a Work Order in the Job Scheduler: In the Job Scheduler, edit the Work Order and close it from the dropdown menu.

Covert the sale to an invoice

1. Navigate to Order Management -> Sales tab, and use the search box to find the desired Sale.
2. Select the three-ellipses dropdown and click Create Invoice.

1. Select the item(s) in the sale to be invoiced, check the Close Sale checkbox, and click Convert.

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