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Once a customer order / invoice has been completely paid in full, this would be the standard time to "Complete" the order. This typically allows ample time for all costs to be applied to the job so you can run your "Completing Customer Orders is a crucial step in your business process, enabling accurate profit reporting and project management. This guide will walk you through the simple steps to successfully complete an order and generate the Profit Report (Orders Completed)" based off your customer payment dates. To complete your order(s) follow the instructions below. 

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. Best Practice is to complete the Order at the time of full customer payment being received.

Step 1: Check Outstanding Receivables

1. Open the "Customer Invoices" module you can see the payment you just applied reflecting $0.00 Outstanding Receivables on the selected order.

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   Now select the check box under the "Completed" column (we recommend placing that column up front as a reminder to be completing orders) and select to view the payment status of your orders or invoices.

2. After receiving full payment, you will notice that the Outstanding Receivables for the selected order shows $0.00.

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Step 2: Mark the Order as "Completed"

1. Locate the "Completed" column in the "Customer Invoices" module.

   1. You also have access to do this in the Order Entry module which will mark it as complete in the Customer Invoice module.

2. We recommend placing this column up front for easy access and a visual reminder to complete orders. We also reccomend to work this step into your Action Items workflow as a Pre-Quisite or Completion Task to ensure this step is always getting tackled.

3. Select the check box under the "Completed" column for the order you wish to complete.

4. Press "Tab" or "Enter" on your keyboard to confirm your selection.

   

   You can now go to Analysis > Print Reports >

Step 3: Generate the Profit Report (Orders Completed)

1. Go to the "Analysis" menu and choose "Print Reports."

2. Select "Profit Report (Orders Completed) > Select Date Range > Run Report.

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4. You may notice that the “Complete This Project” tab is greyed out. You will not be able to complete the project until all orders have been completed. See link below for Completing Projects.

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1. " from the options.

2. Set your preferred date range for the report.

3. Click "Run Report" to generate the Profit Report based on customer payment dates.

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