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.
Forum Discussion
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!!!
This is how we do it. We create a one-off job that does not issue an invoice. We use the job title to indicate that it was a free follow up so it's easy to run reports and keep track of free visits. Is one tech generating more free follow ups? One type of service call? Something as simple as adding "NC" to the end of the job title tells the team it was a "no charge" visit.
