Integrating Lentune Invoice Automation to Fergus Job Management system.
Overview
If your customers are using Fergus for job management, Lentune can be linked to their account so their payable invoices are automatically sent across. This will eliminate the need for invoices to be manually re-entered to the Fergus system, or to download the invoice file and upload it.
Fergus user step
- In Fergus, start at Setting > Integration Centre.
- Click on your logo. This opens up a landing page.
- In the Configuration tab, they will see the toggle to turn on this feature, and once turned on, a unique email address will automatically be generated.
The customer will now need to advise you what this new email address is, so you can send their invoices to that email address.
To do this:
- Click the send email button.
This populates the email body with the information on this new email address.
- Now you can proceed to the Lentune steps below.
Lentune steps
You will receive an email from Fergus with the request from anyone who wants the integration set up and has completed the above steps in their Fergus system. This email will advise the email address to which we should send the invoices from our Lentune system to their Fergus system.
In your Lentune system:
- Start at Receivables > Receivable Accounts and select the Receivable Account.
- Click the Options tab and go to the section Invoicing Options.
- In the Invoice delivery contact point, click the Plus icon
to add the details for the new email address as provided by your supplier.
In the Edit Contact Point screen:
- Contact point type: Select Email.
- Description: You can name the contact point or relevant name, such as Accounts & Fergus.
- Email address: Enter both:
- The email address given to you by Fergus, and
- The normal email address where the customer usually receives their invoice.
The two email addresses in this field must be separated by a ; (semicolon).
-
Click Save & Close.
This takes you back to the Invoicing Options screen:
- Tick the field for Attach CSV to email.
Next:
Remaining in Receivable Account record:
- Click to the Client Interface tab and go to the Client Stock section on the left of the screen.
- In the Export file format field, select Fergus, or CSV Standard if you do not have a Fergus option.
- Click Save and Close.
- Repeat the Lentune steps for each Supplier (Receivable account) that this will apply to.
TIP: Ensure that you enter the correct email address for each Receivable account!
Need more help? We’re here! We hope our article was helpful! If you need more info or want to connect, drop us an email at support@lentune.com.
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Last updated: 10 June 2024