Forum Discussion

DevanS's avatar
DevanS
Contributor 2
11 days ago

How to close a recall invoice

We own a plumbing company. What is the proper workflow for a recall job? We want to document the recall but do not collect any money. 

  • bedellmgmt's avatar
    bedellmgmt
    Jobber Ambassador

    I would set it up as a one-off job and make sure to uncheck the box for Remind me to invoice when I close the job.  Hopefully this helps!!! 

  • Assuming a “recall” is a return visit for a completed job… I recommend you use the original job number. So original job 2534 for example. You create a “new visit” under that job called “recall visit”. Then you can just complete that visit without having to bill for it. Plus it’s connected to the original job. I hope this helps! 

    • wdkljana's avatar
      wdkljana
      Contributor 2

      Is there a way to create an invoice from this recall visit if parts are used that need to be billed? 

  • wdkljana's avatar
    wdkljana
    Contributor 2

    We currently generate a $0 invoice and close without payment as soon as its generated. So the visit is recorded in the billing history. Not sure if there's something more simple but its working for us. We sometimes catch ones that weren't closed in the aged receivables report.