Connecting JobBOSS2 to Commerce Suite

Commerce Suite is an accounts receivable (AR) and accounts payable (AP) automation platform that can be integrated with JobBOSS2. After you connect, you can sync vendors and customers, send AR invoices and AP vendor invoices (bills) to Commerce Suite, and process payments. Commerce Suite is available for hosted and on-premise customers.

Note: Commerce Suite cannot be used at the same time as QuickBooks Interface (Online Connect Method), QuickBooks Interface (Direct Connect Method), Xero Interface, or MYOB Interface. If one of those interfaces is selected, Enable Commerce Suite is disabled. If Commerce Suite is already connected, disconnect it before connecting a financial interface.

Connecting to Commerce Suite

To connect JobBOSS2 with Commerce Suite:

  1. Go to Settings > System > Company Maintenance.

  2. Select the company from the Company list and then click the Edit button.

  3. Click the Defaults button.

  4. Select Enable Commerce Suite under the Commerce Suite Integration heading. The Commerce Suite Sync Options section opens.

  5. Click the Connect to Commerce Suite button. You are redirected to Commerce Suite to authorize the connection (OAuth). Sign in and complete the authorization prompts.

  6. When authorization succeeds, you are returned to the JobBOSS2 Company Maintenance Defaults page. Connection Status displays Connected. The Connect to Commerce Suite button is replaced by Disconnect.

  7. After validation, confirm the connection status:

Commerce Suite Sync Options

After you enable Commerce Suite, the following options are available in Defaults:

  • Disable Fee Recovery for newly synced customers? When selected, fee recovery is turned off for customers that are synced after this setting is saved.

  • Disable self-service account for newly synced customers? When selected, self-service accounts are not created for customers that are synced after this setting is saved.

  • Connection Status Displays Connected or Not Connected. This field is display-only.

  • Disconnect Ends the Commerce Suite connection. Connection Status returns to Not Connected, and payment polling for Commerce Suite is turned off. Use this before connecting QuickBooks, Xero, or MYOB.

After a successful connection, a read-only grid of Commerce Suite Payment Method and Lead Time (Days) values can display. These values come from Commerce Suite and cannot be edited in JobBOSS2.

Connecting also starts Commerce Suite payment polling when JobBOSS2 services are running. Polling creates cash receipts from customer payments in Commerce Suite and checks from completed vendor payments.

What to do next

After the connection is established:

  1. Sync vendors and customers. See Syncing Vendors and Customers with Commerce Suite.

  2. On Billing, create or update AR invoices in Commerce Suite for customers that have already been synced. A payment link can be available, and the invoice PDF can be attached when the invoice syncs.

  3. On Vendor Invoices, create or update bills in Commerce Suite for vendors that have already been synced, then initiate, cancel, or retry payments as needed.

Confirm JobBOSS2 services are running so polling and other Commerce Suite features work as expected. Steps are in Syncing Vendors and Customers with Commerce Suite.