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