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. Stripe is the provider we use to process payments made via Fergus Pay.

Fergus will try to pre-fill any details that we have available to save you from 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.

Then enter your mobile phone number and complete the verification step.

2. 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:

The sign-up process is slightly different depending on the type of business you select. For more information about what is required, click here and then select your county.

After making your selection, proceed to the next screen.

3. Enter your business details. If you don't have a website, then a link to an online presence like a facebook page or trade directory listing.

4. The next step is to enter your personal details as the person who will be representing the business.

If there are multiple representatives of your business, then you will be asked to enter the personal details of each representative.

5. Depending on the type of business you represent, you may be asked to verify your personal identification and address. This is required to comply with financial regulations in your country.

6. Enter your bank account number for receiving payments.

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

8. After completing the Stripe sign-up process you have the option to select how you manage processing fees with Fergus Pay.

9. It is important to note that there is a delay for processing your first payment with Fergus Pay. On average this takes 7 days and is a requirement from Stripe to ensure the fraud and verification details of your transactions are all compliant. After the first payment the payout speed is as follows:

Australia - T2 (initial transaction day, plus a maximum of 2 subsequent days to complete the payout)

New Zealand - T2 (initial transaction day, plus a maximum of 2 subsequent days to complete the payout)

United Kingdom - T3 (initial transaction day, plus a maximum of 3 subsequent days to complete the payout)

10. 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