Once you have finished checking your completed jobs, you can send out the invoice. You can either email them directly from AGG SMART, export them to your finance package, or both.

First, click on Completed in the Customers /  Quotes screen, and set the date range to the required timeframe to bring up all completed jobs that you wish to send/export.

Next, use the tick boxes next to each order to select it for sending/exporting. Or you can tick the box at the top of the table to select all of the orders. Once you have selected the orders that you want to send or export invoices for, click on the tick menu at the top of the screen.

From this menu, you can choose to either Email Invoice, or export to your finance package. If your finance package is not one of the packages listed, please contact support for further assistance. If you use Sage 50, we recommend using Adept to import the invoices to Sage. 

When choosing to email invoices, you are given the choice of either sending it to the customer email address (the one in Edit Customer), or to another contact, usually the site contact (entered on the quote). In most circumstances, you will be sending to the customer address as this will be the one against the customer for billing purposes.