How invoicing works with a non-integrated accounting package

Follow

This lesson will show you how to set up your account to track invoicing with your non-integrated accounting package and will show you how to track the invoices you have transferred to that system.

First you will need to setup your account - Click Settings

First you will need to setup your account - Click Settings

Click Preferences

Click Preferences

Click Invoicing

Click Invoicing

Change this payment tracking to No.

Change this payment tracking to No.

Click Save

Click Save

Ok, that is the only setting you will need to change, now we will go over how to track jobs that you have transferred.

Click Invoicing

Click Invoicing

Notice that the status tabs have changed

Notice that the status tabs have changed

Awaiting payment and Paid tabs have been replaced with Completed Jobs.

Now, simply approve invoices once they have been transferred.

Now, simply approve invoices once they have been transferred.

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 itemized invoice.

To approve an invoice - Tick the job and click Approve

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

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.

Have more questions? Submit a request