Invoice Status Change Does Not Change Work Order Status - FAQ
Why a Work Order Status Might Not Update When an Invoice Is Marked as Paid
Issue:
In some cases, when an invoice status is changed through a non-interactive function (such as the accounting connector), the expected automatic update to the work order status may not occur if there is a validation error.
What’s Happening:
ServiceBox allows invoice status changes to trigger updates to the corresponding work order status. However, this link can break under certain conditions:
Example Scenario:
Let’s say your system is configured so that when an invoice is marked "Paid," the work order status should automatically change to "Closed."
However, you've also configured a validation rule that prevents a work order from being closed unless it has at least one attachment.
If the accounting connector updates the invoice status to "Paid," but the work order doesn’t meet the attachment requirement, ServiceBox will still update the invoice status. The system will then attempt—but fail—to update the work order status, due to the unmet validation rule.
As a result, the invoice will appear as "Paid," but the work order will remain in its previous status, creating a status mismatch.
Summary
When invoice statuses are changed via automated or non-interactive processes, validation rules on the work order may prevent its status from updating. This can lead to discrepancies between invoice and work order statuses.
Need Help?
If you’re seeing inconsistent status changes between invoices and work orders, or would like help reviewing your validation rules, please contact our support team at support@jobboxsoft.com. We’re here to help!