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.

Edit or delete a job marked as done

Accidentally marked a job as done? Don't worry, follow the steps below to edit or delete a job occurrence from the job history:

1. Go to the Jobs tab on the customer's page.

2. Click on the menu icon to the right-hand side of the job and select View history.

4. Click on the menu icon to the right-hand side of the occurrence you want to adjust:

• Click Edit to add a Purchase Order reference, add notes, upload attachments, or make a one-time invoice adjustment for this occurrence
• Click Delete to delete the occurrence altogether. This will also give you the option to delete the invoice that was automatically generated when you marked the job as done