LESSON 5 OF 5
Complete delivery and close out a job
Understand delivery completion, financial settlement, and the resulting closeout state.
Overview
Finishing delivery and settling the bill are separate facts. A completed project can still have a customer balance, and a payment by itself does not mark delivery complete.
Closed out means both delivery and settlement conditions are met. Review the work and payment records so the job’s state describes what actually happened.
Before you start
You need an enabled invoicing workspace with the newer closeout workflow and Send & collect or Manage access. Choose a project whose delivery and billing records you can review.
1Review and complete delivery
Review issues and milestones. Set the project’s status to Completed when the job’s delivery is finished.
2Check the closeout state
If there is an outstanding customer balance, the project shows delivery complete with money still outstanding.
3Review the billing evidence
Open Billing to check linked invoices, payment history, and the next collection action. Refunds, disputes, draft bills, or other review conditions can prevent settlement. Archiving an unpaid sent invoice does not erase what is owed.
4Confirm settlement or unbilled work
Check for Closed out when delivery is complete and all invoices are settled. An authorized person can mark genuinely unbilled work Not billed when there is no invoice to settle; do not record a payment that was not received.
Put it into practice
The project distinguishes delivered work, paid work, and a fully closed job. There is no separate closeout action that overrides an unpaid balance.
Open your workspace