When you need this
You need an approved job or project invoice posted to Greentree Accounts Receivable.
Customer invoice push is switched on per company by SprintSuite. If you don't see Push to Greentree on your invoices, ask your SprintSuite contact.
Before you start
Greentree is connected and the Company code is set on Credentials.
The invoice's client is linked to a Greentree customer.
Every line has an account selected, and each account's purchase type has a GL code.
The invoice is approved, has an issue date and at least one billable line, and is saved.
The invoice number is 15 characters or fewer.
Your role has Integrations tab: Read & Write on the billable company. The Finance Greentree push permission used for bills doesn't apply to customer invoices.
Steps
Open the approved job invoice.
Click Push to Greentree. Check the PDF preview, then confirm.
If WIP write-off is switched on and the job has open WIP in Greentree, choose which costs to write off. See WIP write-off when invoicing to Greentree.
The status shows Pending, then Pass with a Greentree reference.
What goes to Greentree
One AR invoice per push, with the invoice number as the reference.
The linked Greentree customer, issue and due dates, notes and PO number.
Each billable line with its GL account, quantity, price and tax. A line goes as a job sales line instead when the job is linked to Greentree and the line has an activity code.
Good to know
Customer invoices never push automatically on approval. Someone has to click Push to Greentree.
If you change the invoice after it's pushed, it shows Out of sync. Use Re-sync to Greentree to correct it. See Credit notes / re-push when Reference already set.
If the client isn't linked yet, you'll be offered Link Greentree Customer, and the push continues once it's linked.
What success looks like
The invoice shows Pass and a Greentree reference.
Greentree has the AR invoice under that reference.
If it fails
Message | Fix |
Connect to Greentree on the Credentials tab / Set the Greentree company code | Fix the connection or Company code on Credentials |
Client is not mapped to a Greentree customer | Use Link Greentree Customer, or link it under Settings â Clients |
Invoice number must be 15 characters or fewer | Shorten the invoice number |
Every line item must have an account selected / a GL code configured | Select an account on each line, and add GL codes to those purchase types |
Invoice must be approved / have an issue date / have a billable line | Complete the invoice |
Invoice number already in use | Change the invoice number, then re-sync |
Invoice is already being pushed | Wait. After 30 minutes it turns to Fail so you can retry. |
Greentree rejects the posting date | The AR period is closed in Greentree. Reopen it or change the issue date. |
You do not have permission to push invoices to Greentree | Ask an admin for Integrations tab: Read & Write |