Once a work order is done, it can be closed from the work order itself or through a sale.

To close a work order

1. From the main menu, click Service > Work Orders
2. Locate the work order. You can search by any combination of Customer, Line Item, or Serial Number.

   

3. Click the work order ID to open it.
4. From the Status drop-down, select Finished.
5. If needed, add, remove or update the items or charges on the work order.
6. Click Checkout to go to the payment screen.
7. Click Payment.
8. Click the Max button or manually enter the amount next to the corresponding payment types.
9. Click Finish Sale.

To close a work order during a sale

1. From the main menu, click Sales > New Sale.
2. In the Search Customers field, enter a customer with an open work order.
3. Click the Work Orders tab.
4. Click Complete to the left of the work order to transfer it to the Sale tab.
5. In the Sale tab, if needed, add additional items or charges to the sale.
6. Click Payment.
7. Click Max or manually enter the amount beside the customer's payment types.
8. Click Finish Sale.