Overview
In Fergus, you can download your invoice draft and send it to your customer for approval before officially approving it in the system. This feature allows you to get customer confirmation on invoice details before finalising the transaction, helping to avoid disputes and ensure accuracy. The process is quick and easy, with flexible options for how you communicate with your customers.
Send Invoice Drafts for Customer Approval
1. Create Your Invoice Draft
Start by completing your invoice as usual—but don't approve it just yet.
Instead, click the three dots on the right-hand side of the invoice and select Download Draft.
Please note: This invoice will say "draft" on it so that there is a clear difference between the draft invoice and the approved invoice.
2. Send the Draft to Your Customer
Now you have two ways to send this to your customer:
Option 1: Send the draft invoice via your regular business email, outside of Fergus.
Option 2: Use Fergus Quick Email Feature
Use the Quick Email feature in Fergus, which automatically saves the message to the Notes & History section for the job.
To use Quick Email:
Go to the Job Summary on the top left of the job card
You'll see the customer and site contacts listed there
Click the email icon next to the contact you want to send the invoice to
This opens a blank email template, ready for you to type your message
Scroll down and attach the downloaded invoice draft
You can add any other relevant files here, too
Once you're ready, hit Send in the bottom right corner
3. Approve the Invoice
Once the customer confirms everything looks good, simply return to the invoice in Fergus and click Approve to finalise it.
Conclusion
Using invoice drafts in Fergus is an excellent way to maintain clear communication with your customers and ensure accuracy before finalising invoices. Whether you choose to send drafts through your regular email system or use Fergus's integrated Quick Email feature, this process helps build trust with customers and reduces the likelihood of billing disputes. The Quick Email option has the added benefit of automatically documenting all communications in the job's Notes & History section, keeping everything organised in one place.