Skip to content
  • There are no suggestions because the search field is empty.

Auto Closing Completed Orders

Many companies distinguish between the completion of a signing—indicating that a signature has been added—and the closure of an order—signifying satisfactory receipt of the package.

Completed orders remain visible on your dashboard, while closed orders turn gray and move to the bottom. Completed orders can be set to auto-close in a timeframe of 12 hours to 1 week, with VendorPay users limited to a 1-week option.

Step 1: Select Admin > Company Settings and then General > Settings.

Step 2: In the Order Settings section, choose the time frame from the list in the Automatically close completed order after: section.

Auto Closing Completed Orders 1

Exceptions

Orders will not auto-close if they are in the following states: 

  • If the post closing status is marked as rejected
  • If the order is marked as did not sign
  • If the order is already closed

Important Note: If the order is still in a state that blocks auto-closing past your original setting's date, the system does not attempt to auto-close the order again. 

For example, if an order is marked complete on April 1st and then the post-closing is rejected on April 5th and not resolved until April 10th. This order will need to be manually closed. 

Invoices

An invoice auto-sends when the order auto-closes unless the following occurs:

  • The signing status is Did not sign or Canceled.
  • The fee is $0.