How to stop billing and close an agreement
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The written steps below already work. Come back to watch it.
How to stop billing and close an agreement. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Return all equipment: create and complete the Return tickets. Rent stops by itself when nothing is left on rent.
- Let the nightly run (or Billing runs → Run billing) produce the final invoice or credit; the status becomes Off Hire.
- Open the agreement, press Close agreement and confirm "Close this agreement? It will no longer be billed."
Tip
If equipment is still on rent you get "Equipment is still on rent — create a return ticket first." Closed agreements are not billed any more, so close only after the final invoice has been issued; any charge still unbilled at that point would no longer be picked up. Closing sets the end date to today.