User Guides

Invoices - User Guide
Summary Invoices allow you to bill your customers for the work that has been completed or will be completed.  Once a Work Order has been created an Invo...
Wed, 20 Nov, 2024 at 7:09 PM
Invoice Management - Introducing Enhanced Invoice List Screen
Summary This article provides an overview of the changes made to the Invoice List Screen and highlights the key features that make managing invoices mor...
Wed, 14 Jun, 2023 at 1:53 PM
Understanding the Yellow Message: "The Invoice Currently Has a Total of $0" When Generating an Invoice
Summary: Some of our customers have seen a message highlighted in yellow that says, "The invoice currently has a total of $0." when generating in...
Wed, 9 Aug, 2023 at 10:47 AM
Apply Credit to Completed Invoices in ServiceBox: A Step-by-Step Guide
Summary: There are times when you need to adjust previously sent invoices to reflect changes in pricing or to correct errors. ServiceBox provides a straigh...
Fri, 27 Oct, 2023 at 10:11 AM
Resolving Company Logo Display Issues in ServiceBox Email Invoices
Issue: A few customers have informed us about an issue wherein the company logo is not appearing in the email invoices they send to their clients, despite ...
Thu, 22 Feb, 2024 at 12:25 PM
Addressing Duplicate Invoicing Issues in ServiceBox
Summary One of our valued customers recently came across a situation where an invoice, already marked as paid, found itself in the unexpected predicament o...
Wed, 28 Feb, 2024 at 10:08 AM
Understanding How Deactivated Categories Appear in the Accounting Connector in ServiceBox
Introduction: Changes in category settings within ServiceBox, particularly the deactivation of categories, can sometimes lead to confusion when these chang...
Mon, 18 Mar, 2024 at 11:27 AM
Troubleshooting Missing Payments in ServiceBox Linked to Netbanx Transactions
Introduction: In any service-based business, keeping track of financial transactions is vital to ensure that everything is accounted for and that the books...
Thu, 11 Apr, 2024 at 9:48 AM
Streamlining Invoicing: How to Avoid PST Charges on Deposits
Introduction: Managing invoices can sometimes be a complex task, especially when dealing with deposits and final payments. One significant issue we faced w...
Fri, 17 May, 2024 at 11:35 AM
Troubleshooting Email Delivery Issues in ServiceBox
Summary: This article provides a guide for users experiencing difficulties with missing images and error messages when sending out emails from ServiceBox. ...
Fri, 24 May, 2024 at 1:00 PM