Before you complete
- Confirm that every performed task, quantity, price, duration, and VAT treatment is correct.
- Review the effective invoicing preference.
- Review which after-delivery and invoice notifications may be sent.
- Connect and configure accounting before completion when an invoice should be created.
1
Open the visit
Open the order directly or from Daily Program.
2
Select Complete
Review the completion dialog. It shows the invoicing outcome and the customer notifications that may follow.
3
Confirm the invoicing preference
Keep the inherited customer setting or choose an order override when this visit needs a different result.
4
Complete the order
Confirm the action. Sweeply records the completion and starts the applicable notification and accounting follow-up work.
5
Verify the result
Open the completed order and review order activity, invoice status, invoice issue details, payment status, and notification deliveries.
Possible invoice outcomes
- No invoice: completion does not create accounting work.
- Draft only: creates a draft in the connected accounting provider.
- Send unpaid invoice: creates, issues, and sends an unpaid invoice using supported provider delivery.
- Send invoice as paid (cash): creates and issues the invoice and registers a cash payment when cash mappings are ready.
Completion is fully resolved when the order shows Completed and any expected notification, invoice, and payment outcome is visible without an unresolved issue.