Job Notes (Special Codes)

Job Notes (Special Codes)


[INOTE:###]Add a custom note to the invoice
[COD:Y]Do not import this job into Accounts (ignore)
[noInvoice]Do not set invoice number for this job or import
[CC:###]Invoice Customer Code
[SC:###]Invoice Supplier Code
[BR:###]Invoice Branch Code

    • Related Articles

    • Customer Notes (Special Codes)

      [TERMS:##] Payment terms for invoice in days (NET) [TERMS1:EOM] Terms type End of Month + days from inv date [WARN:XYZ] Adds a text warning to the customer page [PO-Required] Require purchase order number to be filled in [noInvoice] Do not set ...

    • How to View All of the Changes on a Quote/Job/Delivery

      NOTE: This feature is not switched on by default, and is only available on request. Please call on 0116 298 2888 or email support@aggsmart.co.uk to enquire about adding it to your AGG SMART user. The Audit feature in AGG SMART allows you to see any ...

    • Filter Job List

      You can use the "Filter" option to filter the job list by a number of criteria. First, select a date range, then select the "Jobs" report (or "Completed" report). Then you can filter the result by adding a search term into the filter box. Examples to ...

    • Add A New Quote for An Existing Customer

      To create a new quote or job for an existing customer, you have two options. Either way, begin by finding the customer in the search bar at the top of the page (1), then click SELECT (2) on the corresponding row. This will open up a list of previous ...

    • Merge Customers / Move Jobs

      Merge Customers On AGG SMART, you should always search for a customer first by the last few digits of their caller ID. Then if that returns a blank, then search by customer surname or company name. Sometimes, a customer may be created twice by ...