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 the box on the left hand side (1) and then drop down the menu from the top of the screen (2). From here, you can either print the invoice, or email it out direct from AGG SMART (3).
Related Articles
Mark Invoice as Sent
If you are printing and posting invoices as well as emailing them out, we have a facility to mark an invoice as sent (just the same as if it was emailed out). A handy way to keep track of who you have sent invoices to, whether it be email or snail ...
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)
Checking Completed Jobs
At the end of each day we would always advise the checking of completed jobs. This makes sure that all data has been fed back from the trucks correctly and the invoice totals are correct before sending out the invoices. The steps for checking all ...
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 ...