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
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.
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How to Pre-Authorise a Payment
As soon as your quote has been added, if you selected Card as the payment type, you can immediately pre-authorise a payment from the customer's card. Pre-authorising a payment allows you to ringfence a sum of money from your customer's account, ready ...
Cancel Pre-Authorised Payment and Take A New Payment
There are a number of reasons why you may need to cancel a pre-authorised payment and take a different one. The customer might want to pay via a different method, or on a different card, or you may not have pre-authorised enough money for the produce ...
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)
Card Repeat Auth / Capture
AGG SMART (with SagePay) provides the facility to re-charge a previously charged card without having to re-enter the credit/debit card details. Once a card has been successfully pre-authed and captured, you will have the ability to charge this card ...
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 ...