Marking jobs as Invoiced

How do I mark a job as invoiced? Why is the job still saying "To invoice" even though an invoice has been sent?

Sam Page avatar
Written by Sam Page
Updated over a week ago

Manually mark job as invoiced

You can manually mark your job as invoiced from the job card by clicking Mark as ready to invoice:

Then clicking Manually mark as invoiced:

Automatically mark as invoiced

When invoicing in Fergus, you'll be asked if you want to mark the job's site visit as invoiced when you Approve your invoice:

If you imported your site visits onto the invoice the checkboxes on the left will be automatically ticked. If your job is finished make sure these are ticked as this will update the job's status in Fergus.

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