Pushing individual items to ServiceM8

Pushing individual items to ServiceM8



  Pushing individual items to ServiceM8


You have an option to send individual line items to ServiceM8. To do this, follow the steps below.


Step 1: Head to Purchases and search for the invoice you need to publish to ServiceM8. Select View Items.




Step 2: Select all or the items you want to send > click on Actions > Push to Third Party.



Step 3: Tick the box of Push to ServiceM8. Then, click Publish.  

. 


Step 4: Delete the items from the previous job number

If the items were previously pushed to another job number in ServiceM8, you will need to delete them. Head to ServiceM8 and find the job card. Remove the items under the quotes and invoicing tab that are no longer required. 

All done! 


This article not what you're looking for? Call us at 1800 223 532 or email hello@burdi.com.au if you have questions or if you need support.

    • Related Articles

    • Find my account ID

      Find My Account ID Step 1: Your account ID is the characters between the "( )" located at the top of your Burdi account. All done! This article not what you're looking for? Call us at 1800 223 532 or email hello@burdi.com.au if you have questions or ...

    • ▶️ ServiceM8 Error: "Store setting does not allow items to be pushed to ServiceM8"

      ServiceM8 Error: "Store setting does not allow items to be pushed to ServiceM8" If you are automatically pushing invoices to ServiceM8 and you receive an error message with an X icon of "Store setting does not allow items to be pushed to ServiceM8". ...

    • How do I manually publish invoices to Xero?

      Manually publishing invoices to Xero Invoices and line items won't go across to Xero automatically for the following reasons: 'Always Review' has been checked under the supplier settings The invoice has gone to review due to an error A Xero error - ...

    • How do I manually publish invoices to ServiceM8?

      Publishing invoices to ServiceM8 manually Invoices and line items won't go across to ServiceM8 automatically for the following reasons: There was no job number listed on the invoice The job has been marked as completed for more than 48 hours The ...

    • Changing Job Numbers for Invoices and Individual Materials

       Changing Job Numbers Sometimes invoices get sent to the wrong customer job or materials for multiple jobs are listed on the same invoice. You can send all materials on an invoice or individual materials on one invoice to different jobs in ...