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
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