AR Invoices
Agave Sync allows you to export ServiceTitan Invoices to Sage 300 CRE AR Invoices.
note
Agave Sync exports AR Invoices to Sage 300 CRE in an Unposted status.
Visual Mapping
Posted and Exported Statuses
To sync an AR Invoice, it must have a status of "Posted". Once a posted AR Invoice is synced, Agave Sync changes the status to "Exported", meaning it can no longer be edited in ServiceTitan.
To learn more about batching, posting, and exporting AR Invoices, see ServiceTitan's documentation.
Common Questions
How do ServiceTitan Invoice types map to Sage 300 CRE Invoice types?
The following is a mapping of ServiceTitan Invoice Line Item types to Sage 300 CRE Invoice Line Item types:
ServiceTitan Line Item Type | Sage 300 CRE Line Item Type |
---|---|
Service | Labor |
Material | Material |
Equipment | Equipment |
Price Modifier (e.g. Discount) | Deduction |
Unspecified | Other |
How are adjustments to AR Invoices synced?
Unfortunately we cannot import Adjustments to AR Invoices due to restrictions with Sage 300 CRE. However, we sync the Adjustments as new AR Invoices since they are applied against the same Customer.