Support Documents

When cash and cheque payments are processed by the sage indication, the payments are deposited into the primary bank account setup in Settings->Receivabl...

The connector is asking for a user name and password in the setup screen. What do I enter here? If you are using a single user license for Sage, there i...

Sometimes during a sync with Sage, a customer will report having trouble transferring invoice numbers from ServiceBox, and seeing this message: The so...

Payments: With payments, due to restrictions with the library Sage provides us to communicate with their software, we are unable to process payments from p...

This error message could occur if there is something else accessing the file like DropBox or the Sage Cloud services.  If you have the sage file in a dropbo...

Message Could not find customer X for invoice Y (ServiceBox Invoice Y) Cause The reason for this is that the connector is not able to look up the custome...

Introduction: ServiceBox has introduced a new feature that allows users to set specific statuses for paid invoices. With this feature, you can now set a...

 Now, when a user is operating in multi-user mode and selects automatic payment sync, they will be presented with a warning message. This alert informs the ...

Summary Efficient management of invoices, customers, and jobsites is crucial for maintaining accurate financial records in accounting software. In this ins...

Introduction  When you operate both Sage and ServiceBox in your business environment, it is essential that the two systems communicate effectively, especia...