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SKYR-923 / Booking Detail on AR Invoice View – When reviewing an AR Invoice, a Bookings Used section displays if a booking was used. If no booking was used the section will not display.
Why – To offer more visibility to the in...
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Energy Force users who also use Agvance can update customers without running the export\import processes. The new program can run manually or with Automated Tasks. This process only brings in new, modified, or updated customers increasing effi...
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After NMI has been set up ( NMI Credentials ), Payments can be processed with the NMI device when entering AR Payments (Payment on Account, standard roll-through, and Cash Back roll-through) and using any of the hard-coded credit card Pay Method...
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Access the Route Overview and Settings by selecting the Menu icon in the upper left corner of the window. Route Overview The map displays assigned jobs in order of priority. Note: The Route Overview currently only displays r...
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Blend Tickets are generated for a Customer’s Field. A Field must exist for the Customer before a Blend Ticket may be created.
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Last Updated: 02/03/2026
in Knowledge Base Hub Hub General
Emailing documents from Agvance is an essential part of day-to-day business. Agvance currently generates emails using Microsoft's basic authentication, which ends on March 1, 2026. This will affect emailing from Agvance regardless of the email pla...
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Use the following instructions to set up a SendGrid account. Go to the SendGrid homepage. Choose Start for free . Note: SendGrid is free for 60 days. Fill out the sign up form using a company Email address . The password can be diffe...
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Emails can be sent from Agvance by setting up the Mail Host information on the Company Preferences window.
In Version 7.0.25780 and up, everywhere that sends an email through API or Windows Agvance will require the Mail Host and Addr...
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Booking Payment Methods are set up at Setup / A/R / Booking Payment Methods . Note: Booking Payment Methods are informational only. These Booking Payment Methods can be selected from the Planned Booking Payment Method drop-down on the...