Overview
While Fergus offers automated invoice ingestion through supplier integrations and the Generic PDF reader, you may sometimes need to manually add invoices to your jobs. This guide will walk you through the process of manually adding both invoices to come and received invoices directly to your job cards.
Getting Started
Open the relevant job card in Fergus
Navigate to the Supplier Documents tab
Choose your action:
Click + Add New Purchase to add an invoice to come or a received invoice
Click + Add New Credit to add a credit to come or received credit
Adding an Invoice to Come
Follow these steps to manually add an invoice to come:
Select Invoice Type: Choose Invoice to Come from the available options
Enter Basic Information:
Choose the supplier from your supplier list
Enter the invoice number
Add an order number (if available)
Upload Supporting Documents (Optional)
You can upload a photo at this stage
This is particularly useful for receipt photos or other supporting documentation
Add Line Item Details: You have two options here
Option A: Add details now
Fill in the line item information in the Add a Line Item section
Include all relevant product details, quantities, and prices
Option B: Add details later
Leave the line items empty for now
Complete this information later during the reconciliation process
Check out our Help Guide for more information on reconciling and converting invoices to come into received invoices
In the Fergus Go app, you can also add invoices and photos of receipts in the supplier documents section. For detailed instructions, refer to our help guide.
Complete the Process
Once all information is entered, click Complete in the bottom right corner
Your invoice to come has been successfully added to the job!
Conclusion
Manually adding invoices in Fergus is a straightforward process that ensures no financial information falls through the cracks. By following these steps, you can:
Maintain accurate job costings and financial records
Track expected expenses before they arrive
Ensure comprehensive supplier document management
Keep your team informed about upcoming and received invoices
Remember, while manual entry is available when needed, Fergus's automated invoice processing features can handle most of your invoice management needs. Consider exploring supplier integrations and the PDF invoice reader to minimise manual data entry and streamline your workflow.