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.
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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!
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