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
We just close them out again when we are finished. What I would like to see though is some option to mark these recall visits so that way we can track our call back visits more easily. We don't have many but unless I manually track them myself I won't be able to know accurately.
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?
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.
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.
