QuickBooks Desktop or Sage - Accounting Connector - How does an invoice get marked as paid in ServiceBox or Accounting
Explains how invoice payment statuses are updated between ServiceBox and QuickBooks Desktop or Sage using the accounting connector.
QuickBooks Desktop or Sage - Accounting Connector - How does an invoice get marked as paid in ServiceBox or Accounting
There are two approaches to getting invoices marked as paid in ServiceBox and accounting:
1. If you enter payments into ServiceBox, those payment records will download and will get applied to the invoice. Once the payments equal the invoice amount it will be marked as paid.
2. If you enter payments into accounting, once the invoice is fully paid, the connector will update ServiceBox with the paid status.
The last step in the accounting connector is to check any invoices it knows have been downloaded into Accounting but do not have a paid or void status. It looks up the invoice in accounting and if the invoice is paid, it updates the ServiceBox status to paid.
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