How do I manually publish invoices to ServiceM8?

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: 
  1. There was no job number listed on the invoice
  2. The job has been marked as completed for more than 48 hours
  3. The invoice has been sent to the customer
  4. Always review has been checked under the supplier settings
  5. The invoice has gone to review as there has been an error  
  6. A ServiceM8 error - sometimes caused by software updates. 
If an invoice has not gone to ServiceM8 due to one of the reasons above, you can publish it manually. Follow the steps below to publish your invoices and line items to ServiceM8. 

Invoices in Review

For any of the issues stated above, it is most likely that your invoice has gone to review. 

Step 1: Head to Purchases > Review Invoices. Click on Review.



Step 2: Review your invoice and correct any errors.

You can watch how to review your invoices here.

Step 3: Once you are done correcting errors, select Publish.



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




Invoices under Purchases

If you need to manually publish whole invoices to ServiceM8 again you can do this by following the steps below. 
​
Step 1: Head to Purchases and search for the invoice you need to publish to ServiceM8. Select View Items.




Step 2: Click on Actions > Push to Third Party



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





All done! You can watch the video on how to use Burdi with ServiceM8 to learn more.  



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.

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