Invoice Builder Tools

Mastering the art of Invoicing is a difficult task, watch this video to learn how Fergus makes tweaking your Invoices easy.

Transcript

Hi guys. It's Dylan here from the Fergus team. In this video, I'm gonna be showing you how the invoice builder tools work.

To access the section of Fergus, you will just need an invoice you're working on with some charges. Input. Let's start with the options along the top of the invoice. The first option we see is the add costs option At any stage. You can select this to pick and choose the cost to be recorded against the job and the invoice. The most important tool here is the margins tool. This is where you can check on how your invoice is shaping up. Based on the information you've been recording against your site visits.

You can also make adjustments here to be applied to labour and materials, respectively. Next, you have payment terms. This can be adjusted on an invoice by invoice basis, but Fergus will either use the company or customer default.

Once you've selected multiple line items on the invoice, the bulk actions COG will highlight itself, allowing you to make changes to the selected line items. The options you have allow you to delete combine line items into one. Move the selected items to a different section.

Apply cost plus markup, apply a new tax rate and also apply a discount. Next along the top is the format pencil selecting this allows you to show or hide certain parts of the invoice and also adjust the size of the fonts adjacent to this is the calendar.

This allows you to adjust the invoice date if required. Then, of course, you have the printer. If you need to print a copy of the invoice highlighted in blue, you will see the edit and preview toggle. This means that you can switch between what you see versus what your customer sees. in green, we have the approval options we covered off in the beginner and voice video. Lastly, we have the three ellipses on the far right, leaving you the option to add a query for another team member to resolve.

Duplicate the invoice.

This copy is the information already entered. You can add a payment if you have the approved invoice. Delete the draft. View the invoice as a PDF. Download a PDF copy of the invoice manually. Mark the invoices sent. Add a note to the invoice or lastly, attach a dispute that there's something wrong.

The invoice builder tools allow you to easily change the invoices you are creating so you can get the right value stored and sent out. Thanks for taking the time to watch our video. If you have any questions, please get in touch via support@fergus.com.