Closing jobs

To close a job:

1 Open 3-5 Jobs (Accounts Receivable), and select the job that you want to close.
2 In the Current Balance text box, verify that the job-ending balance is $0.00.
3 On the Options menu, click Invoices.
4 Verify that the status of each invoice/credit is 4-Paid and close the Receivable Invoices window.
5 In the Status list, click 6-Closed.
6 On the File menu, click Save and close the Jobs window.
7 Open 4-1-2-23 AP Invoice List~with Payments, and print the report for job that you are closing.
8 Verify that all the invoices are paid or void.

Tips:

Links to more information . . .

More resources

For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.

For additional training on Sage products, visit Sage University.