In this article, we'll cover how to get set up with Fergus Pay.

Fergus Pay is a secure card payment portal that allows your customers to pay your invoices by credit/debit card. It is provided by Stripe.

To activate Fergus Pay, hop over to your User Avatar icon > ⚙ Settings > Fergus Pay.

Make sure you have your ID and proof of address documents available, then click on the Set Up Fergus Pay button. Read and agree to the Terms and Conditions and then you will then be directed to complete the Stripe onboarding process. Fergus will try to pre-fill any details that we have available to save you entering information in every field.

1. To get started, enter your email address. If you have a compatible existing Stripe account then we will recognise your details and you will just need to verify your account.

2. Type in your mobile number to verify your account then hit Continue.

3. Enter the verification code we sent to your phone.

4. Please choose the country in which you or your business will legally operate, and then specify the type of business structure you wish to establish. The available options for the type of business vary depending on the country. Some examples are:

After making your selections, proceed to the next screen for further steps or information.

5. Enter the business details before you continue to the next page.

6. Enter the personal details of the individual who will be representing the business.

7. For added security, it is crucial for the individual representing the business to submit both their identification document and proof of address. This documentation is required for the purpose of identity verification.

8. Here you can add another owner and enter their details.

9. You have the option to include business directors at this stage, or alternatively, you can proceed without adding any directors.

10. If desired, you can include more business executives by entering their details. Nevertheless, if you are content with the existing information you've supplied, you can proceed by clicking "Done, continue."

11. Enter your bank account for receiving payments in payout details.

12. Confirm if all the details entered are correct then hit Agree and Submit.

When you activate Fergus Pay, invoices will be added through an Open Invoice link embedded within the email. This Link will take your customer to the payment portal where they can review their invoice and pay immediately by entering their credit card details.

Here is an example of a typical invoice:
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The invoice sits on the left-hand side of the screen and the payment area is to the right.

Customers can choose to download or print their invoice from the payment portal and pay via bank transfer using the bank details at the bottom of the invoice if they prefer.

Thanks for taking the time to read our article, if you have any questions, please get in touch via support@fergus.com