Payment Column

Overview

The payment column within 'Customers / Quotes' table changes colour and updates based on the payment status of the invoice and the card authorisation status.

Green Background

A green background, as shown by the red arrow in Figure 1 below, means the invoice for this job has been paid.

Figure 1

Red Background

A red background, as shown by the red arrow in Figure 2 below, means the card pre-authorisation is now over 20 days old, near to expiration or has expired.

Figure 2

Yellow Box

The yellow box, as shown by the red arrow in Figure 3 below, means the card has been pre-authorised for the amount shown.

Figure 3

Green Box

The green box, as shown by the red arrow in Figure 4 below, means the card details have been fully captured for the amount shown.

Figure 4

Further Information

In your payment provider's system the payment reference will be the AGG SMART order number. If there is a top-up to the order then the number will be appended with the letter A. If there is a second pre-auth, the order number will be appended with the letter B.