Overview
In this article, we'll cover how to use your invoice payment screen to market your business: thank customers, win more reviews and grow your social following.
When to use it
Customers are often happiest with your work right after they pay. That makes it the best time to ask for a review or a follow. You can add three marketing tools to the payment confirmation screen:
Thank you message – leave a personal impression that brings customers back.
Leave a review – collect more reviews on Google or another site, so new customers find and trust you.
Social links – turn paying customers into followers on Instagram and Facebook.
Each feature can be switched on or off at any time.
Before you start
You need Fergus Pay set up and active on your account. If you haven't set it up yet, see Fergus Pay powered by Stripe.
How to use it
Go to Fergus Pay.
Select the Invoice Portal tab.
Use the toggle on each card to switch a feature to Enabled. The toggle saves straight away.
Fill in the details, then click Save. The button changes to Saved once your changes are stored.
Each card saves on its own, so you can set up one feature without touching the others. Switching a card to Disabled hides that feature from customers and discards any unsaved changes on the card.
Thank you message
A personal thank you makes customers more likely to book you again and recommend you.
Type a message in the Message box, up to 250 characters. For example: “Thank you for choosing us! We truly appreciate your trust.” You can add emojis if you wish.
Leave a review button
Reviews are one of the best ways to win new work. Asking while the job is fresh gets more responses.
Choose a Review platform:
Google Reviews – Fergus builds the review link for you.
Start typing your business name and click Search.
Select your business from the list.
Click the open link icon next to the generated URL to check it opens the right business. A Link ready label confirms the link is set.
If the link isn't right, click Not right? Edit the link and paste your own. To go back, click Reset to generated link.
Custom link – paste a link to any other review page, such as Facebook, Trustpilot or ProductReview. Most review platforms give you a link for your business.
Social media accounts
Followers see your latest jobs, which keeps your business front of mind for their next job.
Paste the full URLs of your Instagram and/or Facebook pages. Click the open link icon next to each one to test it. You can leave either field blank.
What your customers see
After a customer pays an invoice online, the confirmation screen shows your thank you message, a Leave a review button, and icons for your social pages. Only the features you've enabled are shown.
They will still see the Review and social links if they revisit the invoice.
FAQs
Q - Why can't I see the Invoice Portal tab?
Fergus Pay must be set up on your account. If it is and the tab is still missing, contact our support team.
Q - The business search won't load. What can I do?
Refresh the page and try again. If it still doesn't load, choose Custom link and paste your Google review link instead.
Q - Do I need to add “https://” to my links?
No. Fergus adds it for you when you save.
Q - Will switching a feature off delete my details?
No. Your saved details are kept, so you can switch the feature back on later.