Quoting and invoicing are the major part of any trades business. This video demonstrates invoicing a quote in Fergus, the different options available and some tips to assist with streamlining up this process.
Transcript
Hi guys. It's Dylan here from the Fergus team. In this video, we're gonna go over how to invoice from a quote or estimate. We wanna start in the Invoicing column on the dashboard.
This column has several sections relating to what stage the job you are looking to invoice is at. Depending on you and your team's processes, you'll either start in the ready to be invoiced section in red or the invoices to be approved section in orange. from the job card. You'll want to select the invoicing heading under the tools subheading. This will show you any invoices previously created, and a blue button on the top right will allow you to create a new invoice.
When invoicing from a quote or estimate, Fergus will show you different options to when you are invoicing. A charge up job. You will have the option to invoice based on what you quoted in full or invoice a percentage if you need to take a deposit or a processing a payment claim you still have the option to create a quick invoice, which pulls all costs from the job, as well as the ability to create a blank invoice with as many or as little details as required. Once you have created the invoice, you can check on your margins and markup by selecting the margins icon at the top of the invoice builder. this way. You can check any details prior to sending.
If the 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. The last step is to preview your invoice. This will give you the customer's perspective so you can see it from their eyes.
Once you're happy with the invoice, you can use Fergus to send this to your customer. Include any files or photos relative to the job. This is also the point at which you can have Fergus create a copy of the invoice in your accounting system, and 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
