Support Documents

Sometimes you may look at the invoice statistics (located on the work order screen or in the invoices sections)  And find that the calculations do not s...

I have an invoice that shows in ServiceBox but not in QuickBooks so I cannot deposit the funds.  There were no errors when I synced from ServiceBox. What sh...

Issue: ServiceBox currently lacks the capability to automatically generate invoices for Service Agreement/Preventative Maintenance Work contracts with clie...

Yes you can.  This document explains how you can add the attachments to an invoice. This is the Work Order and the attachments in it: When y...

If an invoice is not downloading into accounting, and you are not receiving any error messages or any other messages related to the invoice, the first thing...

In some cases, if an invoice status is changed via a non-interactive function in ServiceBox, if the work order status change fails due to a validation excep...

Question When cancelling an Invoice within ServiceBox, some users have asked whether or not this also cancels the Invoice within QuickBooks.  Soluti...

Currently a payment can be deleted until it has been sync'd to your accounting system. If it has been sync'd, the payment must be 'refunded'...

At present, ServiceBox does not have the feature to give credit within the platform. However, there's an alternative solution that you can consider to s...

Summary:  The system automatically applies formatting (e.g., bullet points, bold/italic) when certain characters are entered at the beginning of the lin...