Invoice Sent / Read Indicator

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 envelope icon is shown (3). And if the invoice has been opened, then the eye icon will show (4).


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    • 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 ...

    • Invoice Number Column

      YELLOW background Quote Emailed GREEN background Invoice Emailed GREEN number Invoice Imported GREEN number (with green border) Invoice Imported (and confirmed in accounts package)

    • Print/Send an Old Invoice

      Should you need to find an invoice for a past job and re-print or send it, you can do so by following the below steps. Navigate to the customer in question and locate the job that you would like to print or send the invoice for. Tick this row using ...

    • 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 ...

    • 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 ...