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Check Column
The check button allows you to edit a job after it has been completed. You can change all parts of the delivery (eg. quantity, time on site, extras, price per unit, etc). This allows you to amend the order before you send out an invoice or import ...
Invoice Sent / Read Indicator
If you are ever in doubt about what the different text and background colours mean on AGG SMART, hover over the i icon (1). A green background on the invoice number shows that the invoice has been emailed (2). If the customer has an email address, an ...
Payment Column
GREEN backbround = Invoice Paid RED backbround = Pre-auth over 20 days old. Near to expiration or expired. YELLOW box = Card Pre Authed GREEN box = Card Captured In your payment providers CMS, the payment reference will be the order number. If there ...
Quote / Invoice Colour Tags
You can tag quotes with a colour (just like you can with jobs on the shipping calendar). The colour you choose and the reason for the tag is entirely up to you. Tick the boxes next to the quotes/invoices you want to tag (1). From the top green ...
Mark Invoice as Sent
If you are printing and posting invoices as well as emailing them out, we have a facility to mark an invoice as sent (just the same as if it was emailed out). A handy way to keep track of who you have sent invoices to, whether it be email or snail ...