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Invoicing Settings

Learn more about invoice setting on Fergus

Marjory Ordonez avatar
Written by Marjory Ordonez
Updated over a week ago

Overview

Fergus enables you to customise your invoices to suit your specific needs. Modifying these settings gives you control over the information and presentation of your invoices, ensuring they remain professional and consistent with your brand.

Getting started

To access your Invoicing settings, simply follow these easy steps:

  1. Navigate to Settings on your Fergus account

  2. Select General Settings from the left menu

  3. Click on Invoicing

General Settings

In this section, you can customise how you want the tax calculation method performed on your invoices. You can calculate the tax either at the line item level or the subtotal level. You can also select the default invoice payment terms according to your business needs.

Details Options

  • You can list the labour and materials in a separate section or together.

  • You can choose whether to display employees' names on the invoice for labour items.

Labour description

  • You can choose whether you want the labour description to appear in your section description on the invoice.

  • You can decide whether to display the labour description on the labour line items of the invoice.

Please note: Changes to the invoice settings will only apply to new invoices created after the settings are updated.

Invoice Templates

Tailor your invoices to embody your brand identity. Create distinct templates highlighting your business and leaving a professional impression on your clients. Once you create a new template, you will be able to see the following controls:

  • Template styling

  • Template content

  • Template controls

For detailed instructions on creating a new quote/estimate template, please click here.

Conclusion

Fergus empowers you to fully customise your Invoices, allowing you to tailor them to your unique requirements. By fine-tuning these settings, you gain control over the content and design and elevate your brand’s presence. Creating personalised templates is an effective strategy to highlight your brand’s individuality. This enhances your professional image and ensures you make a lasting impression on your clients.

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