Close a Repair Order

Use the Sales tab to close a repair order.

Note: You can use the Whiteboard filters to view closed repair orders.

How to

  1. Complete the RepairCenter Pre-close Checklist.
  2. On the toolbar, click Accounting, and then click Sales.
  3. On the Sales tab, click to select the repair order.
  4. Click Close Job.
  5. In the Enter Close Date dialog box, click the Close Date arrow to choose a date.
  6. Click Save.
  • In any messages about missing actions or information that may appear, click Yes to continue closing the repair order (or click No to cancel).
  1. To confirm the repair order was closed:
  1. In the Jobs list, click Closed.
  2. Click the Date between arrows to choose a date range that includes today (the day the repair order was closed).
  3. Click Apply Filter. The closed repair order appears on the list of repair orders.

Note: Once a Repair Order is closed other than payment processing, no transactions can be processed on that Closed RO. If you need to take action on any of the following items, the RO will need to be reopened before the transaction will be allowed:

  • Change the Status on a Parts Line
  • Add a Part
  • Return a Posted Parts Line
  • Add a non-estimate Line
  • Import a Supplement
  • Change Labor
  • Post/Void invoice from Sublet tab
  • Post/Void the invoice from Services tab
  • Post/Void the invoice from Parts tab
  • Change RO number from Job Data Refresh
  • Update Don’t Charge GST checkbox from Payments cannot be changed
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