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Your Fergus Setup
Your Fergus Setup

The 60 Min Setup (step 1)

Max avatar
Written by Max
Updated over a year ago

Overview

The first step to getting started with Fergus is making sure all your key business information and settings are configured correctly. In the below article we will outline the key steps you will need to complete to make sure your invoices are ready to be sent to your customers and look professional with your correct business details.

General Settings:

  1. To add your business details, select your profile icon next to Help (?) in the top right hand corner of the page then click on ⚙ Settings.

  2. Under General Settings, add your company name by clicking on the title and typing in your company name

  3. Update your company information by clicking on the edit icon (Small pen icon on the right under the 'need help?'), you will be able to add / edit the below information:

    1. Contact name

    2. Contact phone and email

    3. Company Address

  4. Add your logo by clicking 'your logo here' which takes you to your computer, select your logo (in JPEG / PNG format).

  5. Continue down the page to the general settings and complete / review the below fields:

    1. Add localised tax number (GST, ABN etc)

    2. Bank Account number

    3. Add your preferred job number prefix and starting job number for those jobs you'll be creating on Fergus (Most customers commonly use an acronym of their business name)

    4. Currency*

    5. timezone*

      (*both should default to the correct value based on your IP location.)

Invoice Settings

To setup your default payment terms go to the invoicing tab in settings and follow the below steps:

  1. Define your default settings using the drop down at the top of the page. (Note you can set unique payment terms per invoice this setting is just for the default)

  2. Scroll down to the Default description and footer text

  3. Review content and update if required.

Quote Settings

To setup the default validity period for your quotes, select the quoting option from the settings list and follow the below instructions:

  1. Select from the drop to confirm your preference (please note this will also apply to any estimates created)

  2. Scroll down to the Default description and footer text

  3. Review content and update if required. (please note this will also apply to any estimates created)

Email Settings

To complete your basic setup we recommend to setup invoice email reminders, select the reminders section from the settings list and follow instructions below:

  1. Scroll down to invoices section at the bottom right

  2. Switch on "send email reminders automatically"

* Leave switched off if you will be invoicing from your accounting software to avoid customers receiving duplicate reminders

Congratulations you have now setup your basic settings and are ready to complete the next stage of your Fergus Setup.

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