Connect2Field - Saasu Integration - Service Invoices

Above is an existing Saasu Account for 'CheckMate IT Repairs''
From the Dashboard, click 'Settings'

Within Setting, click 'Web Services'

From here copy your File ID and Access Key numbers.. We need this to input to Connect2Field to integrate the systems..
Also ensure, your Web Services are 'Enabled' as above..

Also, in Saasu, we have set up 2 'Income' Accounts, one for 'Service Jobs' & 'Product Sales' each, viz. 'Hourly Service' & 'Software Sales'
We will explain both with examples in the following steps..

Next, we move to Connect2Field.. Login to your account with your admin credentials..

From your Dashboard, choose:
Options->Integratons->Saasu

Above for the account of 'CheckMate Solutions' we see two panes..
Towards the left is the Connect2Field Invoice pane..
At the right, is the Saasu invoice pane..

1. The Date Selector for your Invoices in Connect2Field
2. Refresh
3. Export your Customers to Saasu. This only exports all customers previously not sent to Saasu.
4. Export your invoices to Saasu
5. Settings for Connect2Field-Saasu Connectivity

Click on 'Settings' in the Saasu pane..

Here we enter the 'File Id' and the 'Access Key' we copied from the online Saasu account, as explained above..

The Default Sales Code: Here is where you choose the Sales Code to which the invoices from Connect2Field should map

Default Tax Code: This is the tax code in Saasu, the C2F invoices should map to. Copy paste the Tax name from Saasu to C2F.

The Invoice Type options are 'Item' & 'Service'.

This tutorial covers 'Service Invoice'.. Settings as configured above..

Enter the details and hit Save..

Above shows 2 invoices for the same client 'Acme Consultancy'..
Both have 'site visit charges' as products attached as jobs.. However, there is a difference..
Have a look at the product setup for them below..

Select the Invoices and Click Transfer button..

'Service After-Hours' is set-up with the 'Ledger Code' from Saasu for that account.. This helps mapping of service item to its related account..

Let us see how it shows up in the Saasu account..

From your Saasu dashboard, click Sales..

Here you can see all the invoices which we just inserted from Connect2Field..
Hit 'Edit' button next the the invoice for the first Invoice.. This has the product without the 'Ledger Code'

As you can see the invoice got linked to the account 'Income: Hourly Service'
The service item attached to the job 'Site Visit Charges' did not have any ledger code from Saasu linked to it, hence it transferred and mapped the default account setup in Connect2Field-Saasu Settings page..

As this is a service invoice, the product quantities are not detailed separately.. In other words, you do not maintain inventory for these items..

Let us look at the 2nd invoice which came in:

As you can see above, this invoice got linked to the account 'Income: Service After Hours'
This is because it has a service item 'Service After-Hours' which was mapped to the Ledger code for this account under the service item settings in Connect2Field.

The general rule of thumb is: For Service Invoices:

1) The invoice gets mapped to the income account with the matching ledger code in add product screen
else
2) The Invoice gets mapped to default income account in settings, if there is no ledger code in add product screen

(1) always gets precedence over (2)

Feel free to write to us if you have any questions: support@connect2field.com