Invoice Mapping

Audience: Admin
Type: Reference

Reference

For system behavior and rules, see
SmartBooks Documentation – Section 3: SmartBooks Settings

Purpose

Invoice Mapping defines how invoice amounts are recorded into accounting accounts in SmartBooks.

This mapping ensures invoice values coming from billing are posted to the correct accounts for reporting and reconciliation.

How to Access

1. Go to SmartBooks

2. Click Settings

3. Open Mapping Setup

4. Select Invoice Mapping

URL format:
https://app.thulo.com/{tenantname}/ps/admin/accounting/setting/mapping-setup

What Invoice Mapping Does

Invoice Mapping connects:

• Invoice components (such as totals, taxes, or items)

• Accounting accounts used to record those amounts

When an invoice is created, SmartBooks applies this mapping automatically.

Configuring Invoice Mapping

To configure or update invoice mapping:

1. Open Invoice Mapping

2. Select the Invoice Type or Component

3. Select the Account to record the invoice amount

4. Save the mapping

Once saved, the mapping is applied to future invoices.

Updating Invoice Mapping

Update invoice mapping when:

• Invoice structure changes

• Accounting accounts are updated

• New invoice components are introduced

Changes affect future invoice records only.

Important Notes

• Invoice mapping applies across SmartBooks

• Incorrect mapping can affect income and tax reports

• Existing invoices are not recalculated automatically

• Invoice creation logic is handled by billing modules

When to Configure Invoice Mapping

• During initial SmartBooks setup

• Before generating accounting reports

• When invoice-related reports are incorrect

Related Articles

• Payment Mapping from Sale Invoice

• Chart of Accounts

• Mapping Setup

• Income Statement Modification

End of Article