Completing a job finalizes the job's information. Once a job is completed, the job's information is locked down and cannot be changed. If you use the Completion Wizard, you can review and make any necessary changes to the job to reflect the work that was actually performed.
Completing a job using Automatic Billing The default billing method. An invoice is created immediately after a job is completed or printed and automatically billed to the default customer or bill payer. Only one Invoice is created per Job. will automatically create an invoice for the job. Completing a job using Advanced Billing A billing method where you can manually define how to split the billing of particular invoices (how much will be billed to what person at what time?). See the Defining Billing Properties section of the Implementation Manual for more details. will NOT automatically create an invoice; you will need to create the invoice on the Create Invoices Tab of the Billing Center.
The Completion tab of the Office Duties section displays all active jobs that are scheduled to be completed prior to and including the current date.
You can complete a job in two ways:
AutoComplete. Use AutoComplete when no changes need to be made to the job information (i.e., the job record contains accurate information). See the AutoComplete section for more.
Completion Wizard. If changes need to be made to the job -- like entering a payment or an add-on charge -- use the Completion Wizard to complete the job. See the Completion Wizard Overview section for details.
|
|
Tip: |
If you need to make a change to a job that has already been completed, you will need to reactivate and recomplete it.
