Introduction
When operating both Sage and ServiceBox in your business environment, it’s essential that the two systems communicate effectively—especially when it comes to payments and invoice statuses. Occasionally, payments registered in Sage do not automatically update the related invoice status to "PAID" in ServiceBox, which can lead to discrepancies in your financial records. This article provides a step-by-step guide to ensure invoice statuses in ServiceBox are properly updated after a payment is made in Sage.
Step-by-Step Solution
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Ensure the Invoice is Paid in Full in Sage
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Double-check that the payment has been successfully posted and the invoice is fully paid in Sage.
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Review Connector Program Settings
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Open the ServiceBox Connector program.
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Go to Export/Import Settings.
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Ensure that "Do not check unpaid invoice" is unchecked.
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Check the Sage Payments Tab
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Navigate to the Sage Payments tab in the Connector program.
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If the setting "Do not sync payments" is turned on, the system will still update the status to “PAID” in ServiceBox as long as the invoice is fully paid within ServiceBox.
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Run the Synchronization Process
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In the Connector program, initiate a new sync to push updates through to ServiceBox.
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Conclusion
Following these steps should resolve any issues where invoice statuses in ServiceBox are not updating to "PAID" after payment is recorded in Sage.
Need Help?
If you have further questions or require assistance, contact the ServiceBox support team at support@jobboxsoft.com.