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
.