If you won't be connecting your ServiceM8 account with a supported accounting package, this article will show you how to set up your account to track invoicing with your non-integrated accounting package and how to track the invoices you have transferred to that system.
First you will need to setup your account - Click Settings
Change payment tracking to 'No' and click Save
Now click the Invoicing tab
Notice that the status tabs have changed
Awaiting payment and Paid tabs have been replaced with Completed Jobs.
Now, simply approve invoices once you have manually transferred the invoice information
The only information you need to transfer into the your accounting package is the invoice total and customer, as you will still be able to invoice out of ServiceM8 with a fully itemised invoice.
To approve an invoice, tick the job and click Approve
You can approve as many jobs at once as you like. You can also open the job by double clicking it.
Once approved, the job will move to the Completed Jobs tab
Here you can still Email & Print invoices, they will stay in the completed tab for 2 weeks after their approval.