Updating ServiceTrade Invoice Status

Derek Torres
Derek Torres
  • Updated

Important Note: The ServiceTrade Accounting Connector (STAC) requires a Premium or Enterprise ServiceTrade Subscription and is a paid add-on. Please contact your ServiceTrade Salesperson or your Account Manager if you want to learn more about STAC.

 

This article will walk you through the process of updating the ServiceTrade invoice status.

Prerequisites

Import AR Invoices to your Accounting Platform (Platform-specific walkthroughs here)

  1. Log into ServiceTrade Accounting Connector and click Process Invoices
  2. Click Choose file
    Screen_Shot_2021-08-26_at_11.32.27_AM.png
  3. Browse to ServiceTrade Invoice Status file on your computer
    Screen_Shot_2021-08-26_at_11.34.25_AM.png
  4. Click Apply Recipe. ServiceTrade Invoice Status is now ‘Processed’.

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