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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 ...
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)
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 ...
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 ...
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 ...