Payment Column

Payment Column

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. It is important to note that a green box signifies the payment capture request has been submitted to your eCommerce merchant but you will need to check in your payment portal to make sure the capture was successful.

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.



    • Related Articles

    • 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)

    • 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 ...

    • Connect Xero Accounts to AGG SMART

      You can connect Xero Accounts. This will enable AGG SMART to mark jobs paid on AGG SMART when you receive payment in Xero. It will also bring customer credit limits and account balances across from Xero to AGG SMART so you can see a customers ...

    • 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 ...

    • 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 ...