Charge up jobs need every cost recorded to ensure they are profitable and avoid missing out on anything chargeable. This video shows how to invoice a charge up in the way that suits you and also tools to automatically pull costs you have recorded onto invoices.
Transcript
Hi guys. It's Dylan here from the Fergus team. In this video, we are going to show you how to invoice from a charge up job. We'll wanna start in the Invoicing column on the dashboard.
Just like the previous video, y and your team's processes will depend on whether you start from the ready to invoice section in red or the invoice to be approved section in orange from the job card. You'll want to select the invoice heading under the tools subheading. This will show you any previous invoices created and a blue button on the top right to create a new invoice. when invoicing from a charger, Fergus will show you different options to win invoicing. From a quote.
You'll have the option to create a new invoice, which allows you to pack the cost You want to add to the invoice. Create a quick invoice, which will pull all the costs incurred so far onto the invoice or create a blank invoice to fully customise what appears on the invoice itself. Once you've created the invoice, you can again check on your margins and markup by selecting the margins icon at the top of the invoice builder. This way, we can check details prior to sending. the last step is to preview the invoice.
This will give you the customer's perspective so you can see it from their eyes. If a user is creating an invoice that doesn't have permission to approve, they can use the approval process in Fergus for an appropriate user to check on at a later stage.
Once you're happy with the invoice, you can use Fergus to send this to your customer. This also allows for any files and photos to be attached to the email, and a copy of the invoice can be sent to your accounting system. In turn, the job will move to the last column on the status board payments.
Thanks for taking the time to watch our video. Let us know if you have any questions via support@fergus.com.
Kristie
