When you need this
You are pushing an approved Sprintsuite job (AR) invoice to Greentree and need to write off selected open WIP cost lines after a successful push.
LIVE for tenants with WIP write-off enabled. Your organisation must support Greentree AR invoice push, and the job must already be linked to a Greentree Job Code.
Before you start
Greentree is connected; Company code is set on Credentials.
Customer is linked to a Greentree customer.
Job is linked to a Greentree Job Code.
Invoice is approved and ready to push.
WIP write-off is available for your tenant (if Push To Greentree does not open the WIP write-off modal, your tenant may not have this surface).
Steps
1. Open the approved job invoice in Sprintsuite.
2. Click Push To Greentree.
3. In the Greentree WIP write-off modal, review open WIP cost lines.
4. Select the lines to write off after a successful push (or use Select all). Unchecked lines stay open in Greentree. Amounts cannot be edited.
5. Check Invoice Total vs Selected Sell — selected Sell should generally match the invoice total ex GST.
6. Click Confirm and push.
7. Wait for status Pass / success with a Greentree Reference.
What success looks like
Invoice shows a Greentree Reference and success status.
Selected WIP lines are written off in Greentree; unchecked lines remain open.
If it fails
Modal does not appear → confirm WIP write-off is enabled for the tenant and the job has a Greentree link; otherwise use the standard Push a job invoice how-to.
No open WIP lines → nothing to write off; you can still push without selecting lines.
Selected Sell differs from invoice total → review which lines you selected before confirming.
Push fails → fix connection, customer/job links, or invoice numbering, then retry (see Push a job invoice / Troubleshooting).