Quotes, Estimates, and Invoices

Help with the documents you create in Fergus

Jordan Ross avatar Sam Page avatar Marvin Rebong avatar
18 articles in this collection
Written by Jordan Ross, Sam Page, and Marvin Rebong

Voiding Customer Invoices with an Accounting Software Integration

How to void a customer invoice
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Written by Marvin Rebong
Updated over a week ago

Activating a Quoted/Estimated Job

How to make a quoted/estimated job active so that costs can be added to it.
Sam Page avatar
Written by Sam Page
Updated over a week ago

Updates to the Invoice Builder

Get an overview of the most recent changes to the Fergus Invoice Builder
Jordan Ross avatar
Written by Jordan Ross
Updated over a week ago

How to process Stock Invoices/Purchases that are not for a specific job

What to do with a purchase that is not for a specific job
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Written by Sam Page
Updated over a week ago

Automatically Send Invoice Reminders

Setup invoice reminders to send automatically via SMS, Email, or both!
Jordan Ross avatar
Written by Jordan Ross
Updated over a week ago

Tax Calculation Method

Why is my invoice tax total out by a few cents?
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Written by Sam Page
Updated over a week ago

Creating a customer invoice

How to create an invoice and adjust markups and formatting
Jordan Ross avatar
Written by Jordan Ross
Updated over a week ago

Marking jobs as Invoiced

How do I mark a job as invoiced? Why is the job still saying "To invoice" even though an invoice has been sent?
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Written by Sam Page
Updated over a week ago

Editing Published Quotes & Estimates

Using Versions to send a new version of your quote or estimate
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Written by Jordan Ross
Updated over a week ago

Creating Favourites From a Quote, Estimate or Invoice

How to save sections as a new Favourite from the quote, estimate and invoice builder
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Written by Jordan Ross
Updated over a week ago

One-off Change to Billing Customer

How to make a one-off change to the billing customer on a quote, estimate, or invoice
Jordan Ross avatar
Written by Jordan Ross
Updated over a week ago

Sending Statements for Outstanding Invoices

How to send a statement for one or more invoices to a customer
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Written by Jordan Ross
Updated over a week ago

Changing the Invoice Date

How to change the date on an invoice and when it is due
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Written by Jordan Ross
Updated over a week ago

Hiding line items

Keep line items on your quote / estimate or invoice, but hide them on your customer's copy
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Written by Jordan Ross
Updated over a week ago

Editing Approved Invoices

How to copy an invoice
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Written by Jordan Ross
Updated over a week ago

Change many lines at once on Quotes and Invoices

How to use Bulk Actions to perform actions on multiple line items at once
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Written by Jordan Ross
Updated over a week ago

Copying Quotes and Estimates

Here you can find out how to duplicate quotes and estimates
Jordan Ross avatar
Written by Jordan Ross
Updated over a week ago

Adding Payments to Invoices

And how to mark invoices as paid
Jordan Ross avatar
Written by Jordan Ross
Updated over a week ago