Mark a job complete
Open a deposited quote’s detail page and scroll to the Complete job panel.Click Mark job complete
The completion form opens with the final total pre-filled from the quoted range. Adjust it to the actual amount you’re charging — including any added work or adjustments.
Review the breakdown
The form shows three numbers: Total (what you entered), Deposit paid (already collected), and Balance (what’s still owed). If the deposit covers the total, the balance is zero.
Choose how to collect the balance
Pick one:
- Create payment link — generates a Stripe Checkout link for the balance amount. The link is created for your review first; sending it is a separate step.
- Collected at pickup — records that you collected the balance in person (cash, card, or external transfer). No payment link is generated.
Send the balance link
If you chose to create a payment link, the link appears on the quote’s detail page under Balance due. It’s not sent automatically — you review it first, then send it.Review the balance link
The balance amount and a copyable link appear in the Balance due panel. The tag shows Link ready.
Send it to the customer
Click Send to customer to have the agent deliver the link on the customer’s conversation thread. The tag changes to Link sent. Alternatively, click Copy to paste the link into your own message.
Edit the final total
If you need to correct the total after completing the job — for example, you forgot to include an upsell, or the actual amount was lower — you can edit it.Click Edit total
On the Balance due panel (or the Job complete panel if already settled), click Edit total.
Enter the corrected amount
Type the new final total. The balance recalculates automatically based on what’s already been paid.
Refund a payment
The Payments panel on the quote detail page lists every deposit and balance payment, with dates and statuses. You can issue full or partial refunds to the original payment method.
Refunds return money to the customer’s original payment method. A refund reduces your revenue but does not create a new customer balance — if more is owed after a refund, raise the final total explicitly using Edit total.
Refund statuses appear as tags:
- Paid — no refund issued.
- $X refunded — partial refund processed.
- Fully refunded — the full amount was returned.
- $X refund pending — refund initiated, processing by Stripe.
What you see in the pipeline
After completing a job with a payment link, the quote shows in Completed — awaiting payment until the balance is paid. Once the balance is settled — either through the link or by marking it collected at pickup — the quote moves to Closed.| Pipeline state | What it means |
|---|---|
| Completed — awaiting payment | Job is done, balance link is sent, waiting for the customer to pay. |
| Closed (Completed) | Job is done and fully paid. |
| Closed (Expired) | Quote passed its validity window without being booked. |
| Closed (Declined) | You declined the quote. |
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