Summary: ServiceBox introduced the "Skip Paid Invoices Validation" feature. With this feature, users now have the option to bypass the validation process for previously paid invoices during synchronization. Although the system will still process payments when necessary, it will skip the time-consuming validation of historical paid invoices.
Activating the Feature:
To access and enable the "Skip Paid Invoices Validation" feature, users should follow these steps:
For QuickBooks Desktop and Sage:
1. Open the Connector program.
2. Click on the 'Setup' button located at the top right corner of the interface.
3. Navigate to the second last tab labeled "Export/Import Settings."
4. Locate the setting named "Do not check unpaid invoices" and ensure it is checked.
5. Click "OK" to save the changes.
For QuickBooks Online:
1. Click On the 'QuickBooks Online' menu option within ServiceBox.
2. Go to settings tab.
3. Navigate to the second last tab labeled "Export/Import Settings."
4. Locate the setting named "Do not check unpaid invoices" and ensure it is checked.
Running the Sync:
Once the feature is activated, users can initiate the synchronization process. The system will then proceed to:
1. Identify new invoices that need to be transferred to the accounting software.
2. Process any payments associated with these new invoices.
3. Skip the validation process for previously paid invoices.
Reactivating the Validation Process:
If users wish to revert to the standard synchronization process with paid invoice validation, they can easily reactivate the feature. By going back to the same settings, unchecking the "Do not check unpaid invoices" option, and rerunning the sync, they will cause the system to resume the validation of both paid and unpaid invoices.
Benefits of the Feature:
The "Skip Paid Invoices Validation" feature offers several benefits to users:
1. Time-saving: By skipping the validation of historical paid invoices, the synchronization process becomes significantly faster, saving users valuable time.
2. Improved efficiency: With the validation step removed, users can now process new invoices and payments more smoothly, reducing potential delays in financial record updates.
3. Enhanced user experience: ServiceBox aims to provide an intuitive and efficient platform for its customers. This feature aligns with that goal by making synchronization between ServiceBox and accounting software more user-friendly.
Conclusion:
The introduction of the "Skip Paid Invoices Validation" feature by ServiceBox offers users a valuable tool to streamline the synchronization process between their ServiceBox account and accounting software. By eliminating the need for time-consuming validation of previously paid invoices, users can manage their invoicing and payments more efficiently, ultimately saving time and effort. This feature represents ServiceBox's ongoing commitment to continuously enhance our platform based on feedback from our users.