To close a work order
- From the main menu, click Service > Work Orders
- Locate the work order and click its ID to open it.
- From the Status drop-down, select Finished.
- If needed, add, remove or update the items or charges on the work order.
- Click the green Checkout button to go to the payment screen.
- Click the green Payment button
- Click the Max button or manually enter the amount next to the corresponding payment types.
- Click the green Finish Sale button.
To close a work order during a sale
- From the main menu, click Sales > New Sale.
- In the Search Customers field, enter a customer with an open work order.
- Click the Work Orders tab.
- Click the Complete button to the left of the work order to transfer it to the Sale tab.
- In the Sale tab, if needed, add additional items or charges to the sale.
- Click the green Payment button
- Click the Max button or manually enter the amount next to the corresponding payment types.
- Click the green Finish Sale button.