“In this video, we’ll cover how payments work in Fergus both with and without an accounting package.
To start, let’s locate an invoice with an outstanding payment. Just click on the payments column, then select the relevant invoice number.
If you’ve set up an accounting package in Fergus, there’s no need to manually add payments in Fergus. When you send an invoice, a copy will automatically sync to your accounting package.
To confirm that it synced correctly, go to invoices for the job and look for the icon representing your accounting package. For example, this infinity symbol indicates that the invoice is synced with Xero. Clicking on it will take you directly to the invoice within Xero.
From there, reconcile the invoice in your accounting package as usual. Once reconciled, your accounting package will sync back to Fergus, marking the invoice as paid. The job will automatically be removed from your status board once it’s paid in full.
If you don’t have an accounting package linked to Fergus, you’ll need to add payments manually.
To do this, open the invoice, click the three dots in the top right corner and select add payment. Enter the payment amount and type.
Once paid in full, the job will drop off the status board. And that’s all there is to it. Thanks for watching.”
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