What happens when I mark a job as done?

When you mark a job as done, getSoapy automatically:

  • deducts the job cost from the customer's balance
  • adds any external payment to the customer's balance
  • generates an invoice for the job and adds it to the customer's account (Manage > Customers > Customer name > Finances)
  • charges the customer if they have added an automatic payment method
  • sends an SMS and/or email message (if enabled) asking them to make payment via the customer portal or payment widget
  • adds a point to any loyalty cards associated with this job

You can limit which of these actions happen automatically when you mark a job as done by toggling the Limit which actions are triggered option. Uncheck the actions you don't want to trigger and click Done.

Limit which actions are triggered when marking a job as done