AR Invoices
Agave Sync allows you to import ServiceTitan Invoices to Acumatica Invoices or Credit Memos.
Data Map
note
Agave Sync requires AR Invoices in ServiceTitan to be Posted before exporting to Acumatica as Balanced Invoices.
| ServiceTitan | Acumatica | Notes & Additional Information |
|---|---|---|
| Number | Reference Number/Customer Order # | Agave can configure the number to be sent to either field, depending on your auto-numbering settings |
| Customer | Customer | |
| Summary | Description | |
| Due Date | Due Date | |
| Invoice Date | Date | |
| N/A | Status | Can be written as "Balanced" or "Open" |
| Tax | See Notes | Tax is currently supported as a Line Item only. The Tax Code Name will be written in the Line Description |
| Location | Location | |
| Line Items | ||
| Business Unit | Branch, Subaccount, Project, Project Task | Requires mapping by your Agave Account Manager |
| Income Account | Account | |
| Quantity | Quantity | |
| Price | Unit Price | |
| Item Name | Description | |
Additional Notes:
- Tax is currently supported as a Line Item only. The Tax Code Name will be written in the Line Description
- Adjustment invoices are created as separate invoices in Acumatica
- Negative invoices sync as Credit Memos
- We do not support automatically applying a Credit Memo
- The Business Unit can be used to drive the Project, Project Task, Branch, and Subaccount
