Invoicing / Accounts
How To Raise A Credit Note
There isn't a way to raise a credit note from within AGG SMART as this would need to be done within your accounts package. However, you can match the amount of credit you are giving by applying a discount to the invoice on AGG SMART. Use the "Check" ...
Obtaining your Opayo API Details
For PayLinks and Online Ordering, we require your Opayo Gateway API key and API password. To obtain this, you need to log into your Opayo gateway with the Administrator details. This is where the username is the same as your vendor name. The Opayo ...
NEW - PayLinks and Online Ordering
?? Take orders while you sleep. With AGG SMART Online Ordering & Paylinks, your customers can: ✅ Place orders online 24/7 ✅ Pay instantly and securely by card ✅ Save time on the phone and get money in faster No more chasing payments. No more ...
Installing & Setting Up The AGG SMART Sage 50 Connector
If you are using Sage 50 Accounting, and would like customer credit limits and account balances to sync between Sage and AGG SMART, then you will need to install the AGG SMART Sage Connector to allow this syncing to take place. Prerequisites In order ...
Opayo / Sagepay AVS/CV2
Some of our customers are finding that some card payments through AGG SMART are being declined (when they should be accepted). This is due to banks implementing stricter security procedures. These procedures require the AVS/CV2 checking to be on in ...
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 ...
Importing Invoices into Quickbooks
Please see below some instructions for importing into Quickbooks. First of all we need to update the settings to AGG SMART can provide the invoice number, that is done by selecting “Custom Transaction Numbers” in the settings. Then on AGG SMART do a ...
Default Account Terms & How To Change Them
The payment terms on AGG SMART are setup by default to be the following: Cash Customers - Payment on Receipt (i.e. the date of delivery). Account Customers - 30 days from the invoiced date. Changing Account Terms Per Customer You can change the ...
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 ...
Search Debtor, Account, On Stop, PO Numbers
You can do a search for custom words to filter the results. Hover over the i icon in the search button to find the words you can search for. Search blank space to return all customers " ". Search ACCOUNT to return account customers. Search CASH to ...
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 ...
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 ...
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)
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, ...
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 ...
Xero Credit Limits
AGG SMART can show customer credit limits when booking in a job. Xero does not output the credit limit through its API, so we need a work around. So, if you update the customer's Xero Network Key with the credit limit, then AGG SMART will use that as ...
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 ...
Connect Quickbooks to AGG SMART
You can connect Quickbooks Accounts. This will enable AGG SMART to mark jobs paid on AGG SMART when you receive payment in Quickbooks . It will also bring customer credit limits and account balances across from Quickbooks to AGG SMART so you can see ...
Quickbooks Online Credit Limits
AGG SMART can show customer credit limits when booking in a job. Quickbooks does not output the credit limit through its API, so we need a work around. So, if you update the customer's FAX number with the credit limit, then AGG SMART will use that as ...