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.
To set completed order to auto-close
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.
Exceptions
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.