Recent Discussions
QB Desktop and Jobber
I would like to talk with someone that uses QB Desktop and Jobber for their business. I am trying to figure out my workflow for using both programs. I do not want to manually enter any invoices into QB. If there is a company out there that is using these two programs I’d love to connect and hear how you are using them together.
Creating monthly payments
We have offered to spread a seasonal package over 12 monthly payments. We don't seem to have financing options for Canadian customers. Only current workaround is to create a monthly job with automatic invoicing and payment. However this causes challenged during the season and additional admin work. Does anyone have a solution or an easier way to set this up?
Annual price increase reminders
Howdy! How do you guys keep track of annual price increases? It looks like we can set an invoice reminder but I worry that will get lost in a sea of daily invoice reminders. Currently we use internal notes but we continue to miss accounts. We're issuing about 30 increases every month. Would love your ideas!Auto Add Late fees/Interest
Does anyone know how to add auto interest or late fees to invoices? Considering the scope of my work this would be real handy when my average invoice payment time is around 50 days. Because of this I have to finance my own payroll and if I could recoup some of these interest charges automatically. Too many invoices to manually add fees
