Partial Closing an RO

How do I partially close a Repair Order?

To partially close a Repair Order, mark all operations for the target pay type as completed, then use the Partial Close option in the Action Ribbon. This lets you collect a customer payment immediately while a warranty payment is still pending. Only pay types with a Ready status (green line) can be closed.

Within the Repair Order screen

Navigate to: Service > Advisor > Repair Orders

All operations must be marked completed, and payment taken before a repair can be closed.

1. Hover over the Close icon in the Action Ribbon.

2. Select the Partial Close option.

3. Click the box next to the Pay Type to close

   

4. Select the [Close] button.

Note: A Pay Type can only be closed when the Status is “Ready” and the line is green. If the line is not green, complete all operations for that pay type before attempting to close.

How do I fully close the Repair Order after the warranty payment is received?

Once the warranty claim has been processed and payment received, fully close the Repair Order by following these steps:

1. Mark the remaining warranty operation as Completed.
2. Hover over the Close icon in the Action Ribbon.
3. Select Close (not Partial Close).
4. Take final payment to fully close the Repair Order.