Closing jobs with exported invoices

[bdanielson]

Hey all,

We have a couple jobs that keep showing up on our Needs Billing Assistance report, but they've been closed and paid for a while now. The only thing I can see is that there's a hold placed on each of them. However, when I go to complete the job, it doesn't let me remove the holds or complete jobs. Does anyone know how a workaround to getting these completed?

[erinpbradley]

Sorry I'm not much help, but I'm curious to know what you use as a Needs Billing Assistance Report? Sounds helpful for us!

[bdanielson]

Hi @erinpbradley, so I believe it's a report that's keyed off a tag we use called "Needs Billing Assistance" that our techs use when they need help with finishing invoices or need approval before sending to the customer. Basically any job that's tagged with this gets sent to our relevant office personnel on a daily basis for follow-up.

[erinpbradley]

Ah, that is a smart process! Thanks so much!

[baraica]

Hi, are you getting a particular error message when you attempt to close out the job? 

[bdanielson]

No, it's completely greyed out and unclickable