Overview
Fergus Go's invoicing and payment system allows you to seamlessly transition from job completion to payment collection in just a few taps. This integrated approach combines automatic invoice generation with contactless payment processing, enabling you to create professional invoices filled with job costs and collect payment immediately on-site.
Getting started
You can now create invoices from quotes directly in the Fergus Go app, giving you the same flexible invoicing options available on the desktop version! To make an invoice:
Open a Job in the Fergus Go app.
Go to the Invoicing tab.
Tap Create Invoice.
You'll be shown the following invoice options:
Quick invoice
Invoice from quote
Invoice a percentage of quote
Invoice the remainder of a quote
1) Quick Invoice
A Quick Invoice is the fastest way to Invoice in Fergus; This pulls all the un-invoiced Labour and Materials recorded against the job's phase.
2) Invoice from Quote
Use this option to invoice specific sections from a quote.
How it works:
Tap Invoice from quote
A list of all quote sections is shown
Select one or more sections, or tap Select All to invoice the entire quote.
Tap Create Invoice once the right sections are selected.
3) Invoice a Percentage of a Quote
Use this option when invoicing progress payments or deposits.
How it works:
Tap Invoice a percentage of quote
Enter the percentage you want to invoice (e.g. 20%)
Tap Create Invoice
This will add a single combined line item to the invoice for the amount specified.
4) Invoice the Remainder of a Quote
Use this option to invoice everything left on a quote that hasn't already been invoiced.
How it works:
Tap Invoice the remainder of a quote
You're taken straight into the invoice - no extra steps required.
Customise Your Invoice
Tap on the Title and Description or Section headers to edit their details
Tap Add a line item to search for suppliers and add additional items
Filter by different suppliers or create custom line items as needed
Fergus automatically includes existing job costs to save you time
Add any final items or adjustments
Note: Combined line items cannot be edited in Fergus Go.
If a quote includes combined line items, they will remain combined on the invoice, but cannot be edited. You can delete them if needed. To combine or edit line items, use Fergus on web.
Approve Your Invoice
Review all details for accuracy
Tap Approve Invoice when ready
Collecting Payment with Fergus Pay
Tap to Pay
Tap to Pay lets you accept payments directly on your phone while on-site with customers. No need for separate card readers or waiting for bank transfers, your customers can simply tap their card, phone, or smart device on your phone to pay instantly.
Once your invoice is approved, you'll see the Tap to Pay option
Select Tap to Pay - Fergus connects to your phone's contactless reader
Your customer taps their card, phone, or smart device on your phone
Payment complete!
To learn more about Tap to Pay, please visit our help articles:
- Tap to Pay on Android
Scan to Pay
Fergus Go also features Scan to Pay for on-site credit card payments, providing another flexible payment option for your customers.
After approving your invoice, select Scan to Pay
Your customer can scan the payment code with their device
They complete the payment process on their device
Payment processed securely
Tips for Success
Ensure all job costs are correctly recorded before creating your invoice
Double-check line items and totals before approving
Make sure your phone's contactless payment feature is enabled
Keep your Fergus Go app updated for the best performance
Conclusion
The Fergus Go invoicing and payment system transforms how field service professionals handle billing and payment collection. By combining automated invoice generation with contactless payment processing, you can complete the entire billing cycle on-site, improving cash flow and customer experience.