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)
• sends a "Customer Job Marked as Done" notification (if enabled) via SMS and/or email, advising the customer that if they've enabled an automated payment method, they will have been charged automatically, and if not, they need to make payment via the customer portal or payment widget
• adds a point to any loyalty cards associated with this job
• if the customer has added an automatic payment method, getSoapy will wait five minutes and then automatically charge the payment method (this gives you a grace period in case the job is accidentally marked as done or the invoice needs adjusting)

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.

Cancel pending charge to an automatic payment method

Once a job is marked as done, getSoapy waits five minutes before charging a customer's automatic payment method. To cancel the charge within the five-minute delay, select the customer from Manage > Customers and then click on "pending charge cancel" to cancel the charge.

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.

3. 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