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How to Reset the Web Service Date on an Autotask Invoice

If you use integrations like Cloud Depot to sync invoices from Autotask to Xero, you may occasionally run into a scenario where a specific invoice refuses to process or won't reappear on your sync dashboard. Often, the hidden culprit behind this is the Web Service Date. This guide explains what this date does, why it causes sync roadblocks, and how to reset it to kickstart your processing.

Important: Do not use this method if the invoice already appears in your Cloud Depot sync overview.

What is the Web Service Date?

When an external integration (like Cloud Depot) interacts with an invoice via the Autotask API, Autotask stamps that invoice with a Web Service Date.

Think of this stamp as a digital "read receipt." It tells Autotask and any other connected applications that a third-party tool has already processed or attempted to process this specific invoice.

Why does it cause sync issues?

To prevent duplicate invoices from cluttering your accounting system, Cloud Depot's sync engine is designed to ignore invoices that already carry a Web Service Date stamp.

However, if another integration has already populated the Web Service Date, Cloud Depot will skip that invoice during processing. This often causes issues when you are migrating from a different integration or accounting system and need to sync historical invoices.

To get the invoice to show up on your sync dashboard again, you must clear or reset this date.

How to Reset the Web Service Date in Autotask

Warning: Do not use this method if the invoice is showing in your sync overview in Cloud Depot

To clear this stamp and allow the invoice to be re-processed, follow these steps within Autotask PSA:

Step 1: Locate the Invoice

  1. Log into Autotask and navigate to Contracts > Invoice History
  2. Use the search filters to find the specific invoice that is failing to sync.

Step 2: Clear the Web Service Date

  1. Click the 3 dot icon next to the Batch ID



  2. Click Clear Web Service Date, then Yes on the message box.

What Happens Next?

Once the Web Service Date is cleared, the invoice effectively becomes "invisible" to the block list.

The very next time Cloud Depot runs its scheduled synchronization cycle, it will scan Autotask, see this invoice as an un-synced item, and attempt to push it through to Xero fresh.