How to Send Invoices and Export to your Finance Package

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.

• Related Articles

• Checking Your First Job

  Once you have tracked your first job to completion, it is time to check the details before it is invoiced. The drivers have the function on their app to enter the amount of product that was delivered, and to recalculate the price. In fact, they ...

• MessageBird - Registered Originators

  If you are a MessageBird customer, you have or will most likely receive a notification from them asking you to "register all numeric and/or alphanumeric sender IDs that you use via our self-serve registration form before 29th of May 2023." No need to ...

• Tracking Your First Job

  Once you have created and sent out your first job, you can now keep an eye on its progress as the driver carries it out. On the shipping screen, you will see the status indicator of the job change as the driver reaches the various stages of the job. ...

• Creating Your First Job

  Once you have added your first quote, you are ready to create a job from that quote and add it to the Shipping page. Your completed quote should look something like the below, displaying the details that you entered and with a button on the ...

• How to Install/Update the AGG NAV Mobile App

  The AGG SMART companion mobile app, AGG NAV, is now available on Google Play Store for Android devices. We recommend downloading and installing it from here as it will allow your drivers to automatically update to the latest version of the app, ...