Need to take deposits or percentages on your jobs? Watch this video to see how you can do it with Fergus.
Transcript
Hi everyone. Dylan here from the Fergus team In this video, I'm gonna show you how split invoices and taking deposits works with Fergus.
To start, you will need to have a job that is active in Fergus. The work doesn't have to be started, but you will need something to work off. Once you've opened the job, you will need to navigate to the invoicing section on the left-hand side of the job card. Whenever you create an invoice in Fergus, you are given multiple options depending on what type of job you are creating.
In this example, I will create an invoice to take a deposit or split a quote. you can specify the percentage you are wanting to take when you select the invoice from quote option. Once the invoice is generated in Fergus, we will simply create a line item called percentage of quoted amount.
This can be renamed if needed. The next step is to go through the usual motions of approving and sending the invoice, which can be passed through to your accounting system. From here, you can invoice the remainder of the quote if required, or invoice another percentage. This way you can have as many invoices as you like attached to the one job.
Invoicing in Fergus is simple and effective to take deposits or split invoices as you need, so you don't have to do the calculations manually.
Thanks for taking the time to watch our video. If you have any questions, please get in touch via support at Fergus dot com.
Kristie
