Open CAPPS

Close or reopen a folder

Version 2026.11 Reading time: 3 min Permission required: Create and edit

When the business is finished, close its folder: it changes to the Closed status and no longer accepts new documents. You can reopen it at any time.

When to close

A folder is ready to close when no document is in progress any more: for example, all invoices are paid and no draft remains. The status card then shows the Ready to close alert and a Close button.

Close a folder

  1. Open the folder, Dashboard tab.

  2. Click Close in the status card. You can also open the ⋯ menu of the Actions card and choose Close folder.

  3. In the Confirm closing window, click Close.

  4. The message “The folder has been closed successfully” appears. The banner shows Closed and the status changes to Closed.

If the folder still contains an unpaid invoice or a draft, CAPPS asks for confirmation: “This folder contains … unpaid invoice(s) and … draft(s). Close anyway?”. Click Close to close it all the same, or Cancel: nothing is closed and the folder stays open. To close a complete folder, first collect the remaining invoices and validate or delete the drafts; the status card's alerts take you directly to the documents concerned.

What closing changes

  • The Payment, Quote, Order and Invoice buttons are grayed out.
  • The folder can no longer be renamed: reopen it first.
  • The classification (activity, tags) and the sales rep can no longer be changed.
  • The folder is no longer offered when attaching a document to a folder.
  • The closing is recorded in the History tab.

Reopen a folder

  1. Open the closed folder.

  2. Click Reopen in the status card, or choose Reopen folder in the ⋯ menu of the Actions card.

  3. Confirm with Reopen.

  4. The message “The folder has been reopened successfully” appears: you can add documents and payments to it again.

Closing and reopening require the Create and edit permission. In Read only mode, these buttons do not appear.