Pause or close out a project

Why this matters

A finished project with open money is a problem waiting to resurface: an unpaid invoice, a retainer still held, credit the client is owed. Closing through the review deals with each item first, so the archive is clean and nothing is forgotten.

The steps

1. Pause or close a projectPause the project if work is on hold; choose Close when it's finished.
2. Close a projectReview every open money item and choose what to keep, void or delete before closing.
3. Cancel or refund a retainerRefund any retainer balance still held; closing never moves it.
4. Record a refund to a client from client creditRefund leftover client credit and record it.
5. Export a projectExport the project's data and documents for your records.
6. Delete, restore and permanently delete a projectDelete the project only if you must; you have 30 days to restore it.

Good to know

• Closing needs the Delete projects permission.
• Held retainers and client credit are never moved by Close. Refund them separately.
• A project with invoices, payments, retainers, tax certificates or time records can't be permanently deleted.
• A closed project can be reopened later; voided invoices stay void.