Payments:
With payments, due to restrictions with the library Sage provides us to communicate with their software, we are unable to 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.
For example, if you are still in the FY ending Dec 31, 2021 in Sage and you process a payment received January 18th, 2022, you will receive a message in the connector that it cannot be processed because it is in a future fiscal year. It will come down when you advance your fiscal year. However if after you advance your FY to Dec 31, 2022 and you then process a payment in ServiceBox for Dec 18th, 2021, it will not come down into Sage and you will receive a warning that it must be created manually.
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.
So the best practice is to make sure all payments received in a fiscal year are entered into ServiceBox and downloaded into Sage before advancing the fiscal year. After that, any payments received in ServiceBox for the previous fiscal year will not come down into Sage and must be entered manually there.