Overview
When a job is complete, you can create a quick invoice that will be filled with all the labour and materials added to the job.
How to Create a Quick Invoice in Fergus Go
Navigate to the 'Invoices' tool in a Job Card and tap the '+ Quick Invoice' button.
The Invoice creation page is made up of:
The invoice status (i.e. Draft)
The title and description
The section title and description
The line's items
The totals
Please Note: As with quotes, to keep things simple, when creating invoices in Fergus Go, you will only have the ability to create one section. You can create more complex invoices with multiple sections in the desktop app.
However, if you are invoicing for multiple job phases, we will auto-create sections for each job phase for you.
Simply tap on the Title and Description or Section headers to edit their details.
Tap on the 'Add a line item' button to search for your favourite suppliers. From here you can filter by different suppliers and create custom line items.
Complete the invoice and collect payment with Fergus Pay (credit card payments feature) enabled.
Related Articles
Setting Up Fergus Pay
Fergus Pay FAQs
Creating an Invoice and Getting Paid (Desktop)