When you need this
You need an approved Sprintsuite job (AR) invoice posted to Greentree.
Before you start
Connected; Company code set on Credentials.
Customer linked to a Greentree customer.
Job linked to a Greentree Job Code when your invoice coding requires it.
Invoice has a valid invoice number within Greentree length limits.
Your role can push invoices to Greentree; organisation supports AR invoice push.
Do not configure WIP write-off or invoice activity-code Account coding from this LIVE pack.
Steps
Open the job invoice.
Complete/approve the invoice per your normal Sprintsuite process.
Use Push to Greentree / Send to Greentree on the invoice Greentree controls.
Wait for status Pass / success with a Greentree Reference.
If status is Fail, read the error, fix mappings/numbering, then retry / re-sync per on-screen actions.
[Screenshot: Job invoice Greentree push control]
[Screenshot: Successful Greentree Reference on invoice]
What success looks like
Invoice shows Greentree reference and success status.
Invoice is visible in Greentree under that Reference.
If it fails
Not connected / no company code â Credentials.
Customer or job link missing â link customer / Link existing Job Code.
Invoice number too long or already in use â amend number, then resync (see Credit notes / re-push).