Closing jobs
To close a job:
- Open 3-5 Jobs (Accounts Receivable), and then select the job that you want to close.
- In the Current Balance text box, verify that the job-ending balance is $0.00.
- On the Options menu, click Invoices.
- Verify that the status of each invoice/credit is 4-Paid, and then close the Receivable Invoices window.
- In the Status list, click 6-Closed.
- On the File menu, click Save, and then close the Jobs window.
- Open 4-1-2-23 AP Invoice List~with Payments, and print the report for job that you are closing.
- Verify that all the invoices are paid or void.
- Add a copy of the Payable Invoice List report to the physical job file.
- You can always post invoices or credits to a job assigned status 6-Closed. Posting an invoice or credit invoice does not affect the job’s status.
- When you close the books at the fiscal year-end, you can remove all closed jobs and their related records.