> ## Documentation Index > Fetch the complete documentation index at: https://docs.kordless.ai/llms.txt > Use this file to discover all available pages before exploring further. # Balance and final payment > Close out a job, collect the remaining balance, and handle refunds. When the work is done, you close out the job from the quote's detail page. You enter the actual final total — which may differ from the quoted range if you added work or adjusted the price — and choose how to collect the remaining balance. The deposit already paid is applied toward the total; the balance is what's left. ## Mark a job complete Open a deposited quote's detail page and scroll to the **Complete job** panel. 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. 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. 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. If the balance is zero (the deposit covers the full total), complete the job as **Collected at pickup** — there's nothing left to collect. ## 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. The balance amount and a copyable link appear in the Balance due panel. The tag shows *Link ready*. 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. When the customer pays through the Stripe Checkout link, the balance is recorded and the quote moves to *Closed*. The quote's status changes from *Awaiting payment* to *Completed*. You can also click **Collected at pickup** at any time if the customer ends up paying in person instead of through the link. ## 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. On the Balance due panel (or the Job complete panel if already settled), click **Edit total**. Type the new final total. The balance recalculates automatically based on what's already been paid. Click **Save**. If a payment link was already created, it's retired — you'll need to create a new one for the updated balance. If the balance increased, a new link reflects the higher amount. Editing the total after a payment link has been sent retires that link. The customer can no longer pay through the old link — create and send a new one for the corrected balance. ## 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. Scroll to the **Payments** section. Next to the payment you want to refund, click **Refund**. Choose a full or partial amount. 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. | ## Next steps Your morning feed: what Kordless handled overnight and what needs a decision. Your schedule: slots, holds, and booked jobs.