Print Invoices from a Specified Date Range

In AGG SMART, you can select completed jobs by a range of dates, and then print copies of all invoices from this period. To begin, click on Customers / Quotes, Completed, and then the drop down arrow next to the date.

There are plenty of options to choose from within this drop down menu. If one of them is appropriate for your needs, select it. Otherwise, choose Custom Range from the bottom of the list to bring up the calendar. Here, you can navigate through the months and years using the left and right arrows, then click on a date to set the start of your range, and again on another date to set the end. Your chosen range will be highlighted as you hover over the end date, and AGG SMART will filter the completed jobs once you click on your end date.

Once your date range has been selected, which you can verify by checking the date range listed above the table, and your chosen completed jobs are shown on the AGG SMART screen, click on the tick box at the top left of the table to select all of the jobs below. Then access the drop down menu next to the search bar and select Print Invoice, and confirm Yes.

• 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 ...

• Enhanced Project Pricing

  Project prices can now include Admixes. You can also print or email the project price list directly to the customer email address. Also, it is now possible to set a Part Load, Wait Time, or Pump charge specific to a customer from within the Project ...

• Project Pricing

  AGG SMART has a facility for you to provide selected customers with their own custom prices. First of all, edit the customer and tick the "Project" box Then, you will see that the customer has a new menu option called "Project Prices" If you click ...

• 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 ...

• 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