Overview
Transform your customer interactions with Fergus by customising your invoices to align with your brand’s identity. Design various templates that capture the essence of your business, allowing you to impress your clients with a sleek and professional presentation. Take charge of how you represent your brand in every transaction.
Creating a Template for Invoices
To create a template for your invoices, please follow these steps:
Navigate to Settings on your Fergus account.
From the Invoicing settings page, select Invoice Templates.
Click on New Template
Add a name to the template so it’s easy to recognise when applying the template
Template Styling
You can change the main colour, which will add specific colour bars at the top and bottom of the document page.
You can choose an accent colour; in the default template, the accent colour determines the background colour for your company details.
Company details text colour controls the colour of the text of your company details on invoice documents.
The Default Font size dictates the size of the page's main content (line items, letterhead content). You can change the section description independently from the default size.
Invoice Orientation refers to the document's default layout, which can be landscape or portrait.
Template Content
To modify the template's content, go to the Content tab. This lets you improve both the template’s look and its functionality. Here’s what you should know:
Default Document Title - You can add a title to the document. By default, it is "Tax Invoice."
Custom section formatting options - Here, you can adjust the section formatting to show or hide line item quantities, prices, totals, section totals, and show line items.
Imported labour section formatting options - These defaults will only be applied when importing job phases or quote/estimate sections onto an invoice.
Imported material section formatting options - These defaults will only be applied when importing job phases or quote/estimate sections onto an invoice.
Default Description - Edit or add the description content for this document template. Format the text and add links and images as needed.
Footer Description—Edit or add content to the template's footer. Format the text and include links and images as needed.
Template Controls
The templates can be in 2 states:
Active - Display by default on the quote/estimate templates page and available in the template selector dropdown when creating a quote or estimate
Archived - Not visible by default under templates and excluded from the template selector dropdown.
All templates can be duplicated, ensuring that all settings and content are preserved when a document is copied from a template. Users can set a template as the default, which will be applied to all new documents created. If a user changes the default template, the new one will take effect in the next document created across all projects. Templates can be unarchived by clicking on the ellipsis menu and selecting “Unarchive”
Conclusion
Creating customised templates is an effective way to highlight your brand's unique identity. This strategy boosts your professionalism and ensures you present a polished image to your clients, helping you differentiate yourself in a competitive market.