In Fergus, there are two ways to define when a Job is ready to invoice. This can be done manually or automatically depending on your preference.

You can also follow the steps for manually marking a job as invoiced if you need to manually close the job off. We often do this when you have invoiced outside of Fergus or if a step was missed in the invoicing process that has caused the job to remain incomplete.

In this article we'll cover how to:

Having these different options allows your business to function how you want within Fergus and therefore setting expectations for everyone. 

1. Manually Mark as ready to invoice

Go to the active Site Visit in the job and then click "Mark as ready to invoice" to manually mark the job as ready to invoice.

A pop-up will appear, when you're sure click "Mark as ready to invoice".

2. Automatically Mark as ready to invoice
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When invoicing in Fergus, you'll be asked if you want to mark the job's site visit as invoiced when you click "Approve".

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.