Plans change, and sometimes a job gets canceled, ends earlier than expected, or simply won’t move forward.
In Talo, you can close out a canceled job without deleting it. This removes it from your upcoming schedule while keeping all notes and details saved in your account.
The job will eventually move to Archived status, where you can still reference it later.
Step 1: Turn off job follow-ups
If you use automated job follow-ups, you’ll want to turn them off before closing the job. This prevents the client from receiving a follow-up email about a job that’s no longer happening.
Open the Job
Click Edit.
Scroll to the bottom to find Booking confirmation settings.
Uncheck the boxes to switch Job Follow-ups to OFF.
If you don’t use follow-ups, skip ahead to Step 2.
Step 2: Close the job
Next, close the job so it no longer appears as active work.
Open the job.
Click Actions > Close Job.
If the job has unfinished visits, Talo will ask what you want to do with them.
You will usually see two choices:
Complete past visits, remove future visits - Good if you already did some work but haven’t marked those visits as complete. This keeps a record of the past visits and clears future ones from the schedule.
Remove incomplete visits - Best when no work has been done. All upcoming visits will be removed from your calendar.
If the job was set to remind you to invoice, it will move to Requires Invoicing status after closing. Otherwise, it will go straight to Archived status.
Step 3: Decide whether you will invoice
Scroll to the Billing section of the job to check for invoice reminders. These reminders determine whether Talo prompts you to invoice.
If you are NOT going to invoice
If you don’t plan to invoice this job—maybe no work was done or you’re waiving any charges—delete the invoice reminder.
Click the invoice reminder.
Choose Actions > Delete.
After the reminder is removed, the job will move into Archived status and won’t trigger any future billing notifications.
If you ARE going to invoice
You may still need to invoice—for example, if the client canceled late and your policy includes a cancellation fee, or if some work was already completed.
If you want to invoice now:
Click the invoice reminder.
Select Create Invoice.
If you want to invoice later:
Make sure the reminder date is correct.
When that date arrives, the job will move into Requires Invoicing, and you’ll be prompted to generate the invoice.
After the invoice is created, the job will automatically move into Archived status.