How to Close Order for Billing

a. From the "Orders" tab at the top select "Branch Status"

b. Select the order (case) you would like to close from the "Active Orders" list

c. A new box will appear with the "Special Details" tab selected, make sure the "Accepted Status" has a check mark in the box "Accept"

d. Click on "Status Updates" tab - under "Status" select the appropriate response from the dropdown menu, example: Filed at window.

e. Click on the "Add Status button" then go to "Close Order" tab

f. From the close order tab you will enter your billing information

g. Under "Work Order Billing" under Qty you must enter a value in each box - if the value is 0 enter 0, you can tab through each line

h. Once you have finished the quantities make sure to "Complete Order" at this time a box will pop up that asks if you are sure you wish to complete this order - say "ok" then click "Save"

i. Your order will now be ready for invoicing - you will find this under "Billing" and then "Invoice Printing"