Close an Order

[mileshanley]

I can't figure out how to close out an order. I've right clicked on the orders but do not see an option for close out.

[MichaelHoenie]

Hey Miles!

Bring up the Order you want to close. Load the Order so that you are editing it. Then, on the top bar you have "Customers, Line Items, Message and Payments". Click the "Payments" button, that will take you to the Payments or "Method Of Payments".

Once you are in there, you need to add a method of payment equal to the amount of the "Amount Owed". This can be cash, check or credit card. You cannot finalize or "close" an Order until you have received the exact amount of money due on the Invoice.

Once you have entered a method of payment equal the invoice amount, on the top bar is a "Finalize" button. Click that, and up will pop a message showing the Order Number and the Customer Name. It will ask you YES or NO if you want to finalize the Order. Click YES and the Order will be finalized (Closed). If you wish, you can print a final invoice, otherwise just click NO and you are done.

Cheers!