Quotes, Estimates, and Invoices

Help with the documents you create in Fergus

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17 articles in this collection
Written by Sam Page and Jordan Ross

Activating a Quoted/Estimated Job

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

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
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Written by Sam Page
Updated over a week ago

Automatically Send Invoice Reminders

Setup invoice reminders to send automatically via SMS, Email, or both!
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Written by Jordan Ross
Updated over a week ago

Tax Calculation Method

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

Creating a customer invoice

How to create an invoice and adjust markups and formatting
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Written by Jordan Ross
Updated over a week ago

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?
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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
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Written by Jordan Ross
Updated over a week ago

Creating Favourites From a Quote, Estimate or Invoice

How to save sections as a new Favourite from the quote, estimate and invoice builder
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Written by Jordan Ross
Updated over a week ago

One-off Change to Billing Customer

How to make a one-off change to the billing customer on a quote, estimate, or invoice
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Written by Jordan Ross
Updated over a week ago

Sending Statements for Outstanding Invoices

How to send a statement for one or more invoices to a customer
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Written by Jordan Ross
Updated over a week ago

Changing the Invoice Date

How to change the date on an invoice and when it is due
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Written by Jordan Ross
Updated over a week ago

Hiding line items

Keep line items on your quote / estimate or invoice, but hide them on your customer's copy
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Written by Jordan Ross
Updated over a week ago

Editing Approved Invoices

How to copy an invoice
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Written by Jordan Ross
Updated over a week ago

Bulk Actions

How to perform actions on multiple line items at once
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Written by Jordan Ross
Updated over a week ago

Copying Quotes and Estimates

Here you can find out how to duplicate quotes and estimates
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Written by Jordan Ross
Updated over a week ago

Adding Payments to Invoices

And how to mark invoices as paid
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Written by Jordan Ross
Updated over a week ago