Introduction 

When you operate both Sage and ServiceBox in your business environment, it is essential that the two systems communicate effectively, especially in regards to payments and invoice statuses. There can be instances where payments registered in Sage do not automatically update the relevant invoice status to "PAID" in ServiceBox, leading to discrepancies in your records. This article offers a detailed, step-by-step guide for ensuring that your invoice statuses are correctly updated in ServiceBox following payment acceptance in Sage.


Step-by-Step Solution:

  • Ensure that the invoice is paid in full in Sage
  • Review payment and Export/Import Settings in connector program
    • Navigate to the "Sage Payments" tab in connector program
    • Note that If "Do not sync payments " turned on, system should still update the status to paid if the invoice is fully paid in SB




  • Navigate to Export/Import Settings
    • "Do not check unpaid invoice" settings is not checked off. 




Run the Synchronization Process:

  • In Connector Program, initiate the synchronization process again.

 


Conclusion:

By following these steps, you should be able to rectify the issue of invoice status not updating to "PAID" in ServiceBox when a payment is accepted in Sage. 


For any additional support or questions, reach out to our team at support@jobboxsoft.com