In this article we'll cover frequently ask questions about Fergus Pay
Is there still a PDF attachment for Invoice emails?
By default, if Fergus Pay has been activated then the invoice PDF will not be attached to the email as this has a few advantages.
First, removing the PDF attachment and adding a button means we can track whether your customers have viewed the invoice or just opened the email.
This information will be available for you under Invoicing Tools in the Job Card:
Second, by removing the PDF as an option we can direct your customers straight to the payment portal. It makes it easy for your customers to pay the moment they view the invoice and takes away some of the "barriers to entry". You are more likely to be paid on the day of invoicing with this method.
Finally, this method is more secure. Invoices are much harder to alter when presented this way.
However, if you do still need the PDF attachment to be present when billing your clients you can turn this back on in general from Settings > Invoicing, or you can attach it on a case by case basis when sending the email.
Can my customer still pay by bank transaction?
Yes, of course!
Your bank account details are still displayed on the bottom of the invoice and there is another tab showing this information in the credit card payment area, so it will be as easy as ever for your customers to choose to pay via internet banking:
How do the payments sync across to my accounting package?
Payments will be handled the same way as before - they will sync across as a transaction that you will need to reconcile against the correct invoice.
When you receive credit card payments into your bank account, it will show as a deposit from Promise Pay, and the deposit will likely be for multiple invoices.
(It may show as promisepay depending on your bank).
The quickest way to reconcile this deposit against your invoices is to consult the Fergus Pay Report found in the Reports menu.
Click Show to the right of any deposit and you will see a breakdown of which invoices this deposit covers.
Use this information to reconcile against your invoices like usual in your connected accounting package.
How do I process the payments in my accounting package if I have absorbed the service fee?
Since the payment will be less the service fee, you will need to assign the payment to the invoice and then assign the outstanding remainder on the invoice to an account code for transaction fees.
You can find more detailed information on how to do this in Xero here:
For MYOB here:
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