The file types you can use depend on how the invoice or credit note gets into Fergus.
How it arrives | File types |
Drag and drop on the Supplier Docs page | PDF, JPG, JPEG, PNG, HEIC, HEIF, CSV and TXT. Up to 20MB per file. |
Email to your unique Fergus address | PDF and CSV only |
PDFs and photos
Fergus reads PDFs and photos of invoices and credit notes from any supplier, including suppliers we don't integrate with. For a supplier that isn't listed, choose Generic PDF Invoice Reader.
Photos sent by email aren't read. If you have a photo of a paper invoice or counter docket, drag and drop it onto the Supplier Docs page instead.
For step-by-step instructions, see Generic PDF Invoice Reader.
CSV and TXT files
Some suppliers send invoices as CSV or TXT files. These can be opened in a spreadsheet program like Microsoft Excel or Numbers.
For a CSV or TXT file to import, the order of the data must match the files that supplier normally provides, so Fergus looks in the right places. Some suppliers offer more than one layout. If you're not sure which one to use, message our support team via the chat bubble at the bottom right of the website.
What if my supplier isn't listed?
You can still import their invoices and credit notes as PDFs or photos with the Generic PDF Invoice Reader. For your other options, see My Supplier Isn't Listed — What Are My Options?