Reopening a Job After Invoicing

Best Suited for:

• Back Office Administrators
• Dispatchers
• Users managing invoicing workflows
• Accounting Managers

Important Information:

• If a job is invoiced before you are ready, the invoice can be deleted and the job reopened
• Deleting the invoice restores your ability to update the job’s status
• The Job reverts to Job Closed after the invoice is removed
• The Reopen This Job option becomes available after deletion of the invoice
• If syncing with QuickBooks, manually delete the invoice from QuickBooks

Strategic Workflow:

• Open the job in a separate tab before deleting the invoice to avoid searching for it again
• Delete the invoice directly from the View Invoice screen
• Refresh the job page after deletion so the status updates properly
• Reopen the job to continue working as if it had never been invoiced

Process Description:

1. Open the associated job in a new browser tab
2. Navigate to the invoice and delete it
3. Return to the job and refresh the page
4. Click Reopen This Job to restore editing capability

Opening the Job in a Separate Tab:

1. Locate the job that needs to be reopened
2. Open it in a new tab for easy access

Deleting the Invoice:

1. Go to the View Invoice screen
2. In the upper‑right corner, click the Delete button

This removes the invoice from the job and makes it eligible to be reopened.

Returning to the Job and Refreshing:

1. Navigate back to the tab where the job is open
2. Refresh the page to update the job status

You will now see the job in the Job Closed status.

Reopening the Job:

1. Click the blue Reopen This Job link next to the job status
2. Once selected, the job reopens fully

You can now treat the job as if it was never invoiced

Additional Resources:

Deleting an Invoice