Quotes, Estimates, and Invoices

Help with the documents you create in Fergus

Sam Page avatar Marvin Rebong avatar Cristina Borsan avatar
18 articles in this collection
Written by Sam Page, Marvin Rebong, and Cristina Borsan

Voiding Customer Invoices with an Accounting Software Integration

How to void a customer invoice
Marvin Rebong avatar
Written by Marvin Rebong
Updated over a week ago

Activating a Quoted/Estimated Job

How to make a quoted/estimated job active so that costs can be added to it.
Sam Page avatar
Written by Sam Page
Updated over a week ago

Updates to the Invoice Builder

Get an overview of the most recent changes to the Fergus Invoice Builder
Cristina Borsan avatar
Written by Cristina Borsan
Updated this week

How to process Stock Invoices/Purchases that are not for a specific job

What to do with a purchase that is not for a specific job
Sam Page avatar
Written by Sam Page
Updated over a week ago

Automatically Send Invoice Reminders

Setup invoice reminders to send automatically via SMS, Email, or both!
Cristina Borsan avatar
Written by Cristina Borsan
Updated this week

Tax Calculation Method

Why is my invoice tax total out by a few cents?
Sam Page avatar
Written by Sam Page
Updated over a week ago

Creating a customer invoice

How to create an invoice and adjust markups and formatting
Cristina Borsan avatar
Written by Cristina Borsan
Updated this week

Marking jobs as Invoiced

How do I mark a job as invoiced? Why is the job still saying "To invoice" even though an invoice has been sent?
Sam Page avatar
Written by Sam Page
Updated over a week ago

Editing Published Quotes & Estimates

Using Versions to send a new version of your quote or estimate
Cristina Borsan avatar
Written by Cristina Borsan
Updated this week

Creating Favourites From a Quote, Estimate or Invoice

How to save sections as a new Favourite from the quote, estimate and invoice builder
Cristina Borsan avatar
Written by Cristina Borsan
Updated this week

One-off Change to Billing Customer

How to make a one-off change to the billing customer on a quote, estimate, or invoice
Cristina Borsan avatar
Written by Cristina Borsan
Updated this week

Sending Statements for Outstanding Invoices

How to send a statement for one or more invoices to a customer
Cristina Borsan avatar
Written by Cristina Borsan
Updated this week

Changing the Invoice Date

How to change the date on an invoice and when it is due
Cristina Borsan avatar
Written by Cristina Borsan
Updated this week

Hiding line items

Keep line items on your quote / estimate or invoice, but hide them on your customer's copy
Cristina Borsan avatar
Written by Cristina Borsan
Updated this week

Editing Approved Invoices

How to copy an invoice
Cristina Borsan avatar
Written by Cristina Borsan
Updated this week

Change many lines at once on Quotes and Invoices

How to use Bulk Actions to perform actions on multiple line items at once
Cristina Borsan avatar
Written by Cristina Borsan
Updated this week

Copying Quotes and Estimates

Here you can find out how to duplicate quotes and estimates
Cristina Borsan avatar
Written by Cristina Borsan
Updated this week

Adding Payments to Invoices

And how to mark invoices as paid
Cristina Borsan avatar
Written by Cristina Borsan
Updated this week