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Closing the Fulfillment Status signals to your team that a project is fully complete and no further logistics actions are needed. It’s your final checklist item to mark a job as done.
Here are common examples of when it's appropriate to close the Fulfillment Status:
All inventory has been returned
Items are checked back in and accounted for
Nothing is damaged or missing
Damaged or missing items have been handled
Any unreturned or broken items have been marked as set asides
Damages or losses have been billed
You’ve invoiced the client for any damage or missing gear
Project tasks are complete
All internal to-dos related to the event are checked off
Client questions have been resolved
The client has reviewed and approved the final invoice
Payments are finalized
No balances remain
Overpayments have been refunded
All files and photos are uploaded
Event photos are in the Files tab
Paperwork is tagged to the correct client or venue
Team has been paid
All staff involved in the event have been compensated
In Summary
Closing the Fulfillment Status is your signal that all logistics, communications, and financial steps are complete. This keeps your team organized and your reports clean.
Pro Tip
Add the “Fulfillment Status” as a Custom Column in your project list to easily track which projects are open or closed.
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