Job Completion Popup
How to complete or mark a planner job as missed, and what each field in the completion popup changes.
The job completion popup is where planner work stops being planned and starts becoming recorded activity. It controls the completion status, date outcome, money collected, and payment details for the selected job.
Status Area
- Complete / None / Missed: Choose whether the visit happened, was missed, or should stay unset for now. The popup will not submit until a real status is chosen.
- Status Date: This is the date Work Planner records against the result. It matters because completion dates feed Last Done, future schedule calculations, and completion history.
Price Area
- Balance: Shows the current running balance so you can see whether the customer already owes money or has credit before you enter anything else.
- Price: Shows the job total already stored on the job.
- Actual Duration: Appears for hourly work. Use it when the real time spent was different from the planned duration and you want records or charging to reflect that.
- Charged: This is the amount you are actually charging for this completion. Leave it as expected if the visit was charged as normal, or change it if you discounted, increased, or reduced the charge. Each completion is charged, so completing the job again, even on the same day, records another charge.
- Card: Appears first, before Invoice and Paid, when there is a way to take a card payment: in the Work Planner app on your phone when your business takes card payments in person, and anywhere when the customer has a saved card that can be charged. Turn it on to take a card payment for what is owed once the job is saved. It turns Paid off, because the card payment records itself, and it is only available when the status is Complete. On an iPhone that takes the business's Stripe payments with Tap to Pay on iPhone, it is called Tap to Pay on iPhone unless the customer also has a saved card.
- Invoice: Turn this on when the direct completion should also create a draft invoice for the new charge. It defaults from the job's Invoice Required setting.
- Paid: Turn this on when money was taken as part of the visit.
- Charge with: Appears with Card on when there is more than one way to take the payment. It starts on the customer's most recently saved card, shown by its type and last four digits. Choose another saved card, or the in person option to take the payment on your phone instead. That is called Tap to Pay on iPhone when that is how the iPhone takes the business's Stripe payments, Card reader when the business uses Zettle, and otherwise Tap to Pay on iPhone or card reader on an iPhone or Tap to Pay or card reader on Android. The line below it says how the payment will be taken.
- Paid amount: Enter what was actually collected now. It can be different from Charged if the customer only part-paid.
- Tip: Use this for gratuity taken with the visit so tip income stays separate in accounts and on Dashboard tip reporting.
If your role doesn't include View Prices and Balances, the balance, price and amounts don't show. The visit is charged the job's price, Paid records everything owed on the job, and a card payment shows its amount on the card screen as the customer pays. See Editing a Role.
Payment Area
- Payment Method: Choose how the money was taken. This affects how the completion feeds into later accounts and reporting screens. The field opens the shared payment method selector popup, so you can search existing methods or add a new one without leaving the completion flow.
- Payment Reference: Use this for card references, bank references, or any short note that helps you trace the payment later.
Calculated Dates
Once a real status is chosen, the popup shows a preview of the dates Work Planner is about to use, including Last Done, Due, and Next Due. This is the part to check carefully on recurring jobs, because it shows how today’s result will affect the next scheduled visit.
Taking a Card Payment
With Card on, saving the job as complete opens a popup to take the payment, starting with what the customer now owes on the job, including anything owed from before. If nothing is owed, no card payment is taken.
- In person: The Take card payment popup opens. A tip on the card goes in that popup's own Tip (optional) field, so leave Tip here for a tip given another way, such as cash. The full flow is covered in Taking a Card Payment on Your Phone.
- A saved card: The Charge saved card popup opens on the card you chose. Check the amount, then click the charge button, such as Charge £35.00, to charge the card straight away. See Saved Cards.
If the card payment does not go through, the job stays complete and the money stays owed, so you can take it later from Debts.
Related articles
- Completion Popup: Covers the same completion flow from the Jobs area.
- Planner Screen: Useful if you want to see where the completion action starts from in Planner.
- Scheduling a Job: Important when you need to understand why future dates change after completion.
- Taking a Payment: A good next step when payment handling needs more detail than the completion popup.
- Taking a Card Payment on Your Phone: Useful when you turn on Card and want to know what the card payment popup does.
- Saved Cards: Useful when you charge a customer's saved card from the popup.