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Sage- How Invoices and Payments Work Across Fiscal Years

Understanding Fiscal Year Limitations and Best Practices for Syncing Payments and Invoices

Payments

 
Due to limitations with the Sage integration library, ServiceBox cannot process payments from previous fiscal years. If a payment is in a previous fiscal year, you must enter them manually. 
 
If a payment is in a future fiscal year, it will not get sync'd until you roll over the fiscal year.
 

Example:

  • If your Sage fiscal year ends Dec 31, 2021 and you process a payment dated January 18, 2022, the payment will not sync until you advance the fiscal year.

  • Conversely, if you've advanced to FY ending Dec 31, 2022, and process a payment dated Dec 18, 2021, it won’t sync and must be manually entered.

 

Invoices

Invoices however, can be created for the previous or current fiscal year. Sage's libraries allow for this, so Invoices from previous years should come across ok.
 
To avoid syncing issues, it's best to enter all payments from a fiscal year into ServiceBox and sync them before advancing the fiscal year in Sage After that, any payments received in ServiceBox for the previous fiscal year will not come down into Sage and must be entered manually there.
 
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