Marking a Task as Close - Pending Invoice

When should I use Pending Invoice?

Use Closed - Pending Invoice when:

• The work associated with the task has been completed.
• You're waiting to receive the final invoice.
• You don't want the task to remain on your active task list while you wait.

Changing a task to Pending Invoice also stops task reminder emails while you're waiting for the invoice.

1. Find the Task

Find and open the task that has been completed but is still awaiting an invoice.

Using the Quick Action menu

If you have permission to close tasks from the Quick Action menu:

1. Click the three dots (⋮) on the task.
2. Select Close.

Don't see the Close option?
The actions available in this menu depend on your OwlOps permissions. If Close isn't available, open the task's full details to manage the task or contact your OwlOps administrator if you believe you should have permission to close tasks.

2. Enter the task completion information

The Close Task window will open.

Before closing the task, add any applicable completion information:

• Notes — Add details about the completed work or indicate that you're waiting for the invoice.
• Attach / Photo — Upload supporting documentation or photos, if applicable.
• Cost — Enter the task cost if it's already known.

Example note:
Work completed. Waiting on final invoice from vendor.

3. Select Closed - Pending Invoice

Under Close As, select:

Closed - Pending Invoice

Use this status when the work itself is complete but the final invoice has not yet been received.

4. Submit the task

Review the information you've entered, then click Submit.

The task will now be marked Closed - Pending Invoice.