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Invoice Frequency
Im almost positive im just missing it. Is there any way to change the default invoice setting. I bill per visit. Not monthly. Yes i can change it on the job screen. Just one less click. And basically for the very small few that i bill out monthly, it is a change from normal so i remember that part.
Changing Properties on Invoices
It's very cumbersome and difficult to change the property / address on an invoice if it is not correct from the very beginning. This is very annoying. Please add an option to choose a different property or add a new address in all areas an address is shown. Make it easy to change.Advice adding the credit card service fee to invoices
Hello Jobber Community! I'm an operations contractor for a Denver-based tree care company, and I'm hoping to crowdsource some insight... Does anyone have advice on how to best navigate charging clients for credit card processing fees? I actually just discovered today that it is not illegal in the state of Colorado (as well as many other states) to add that 2ish% credit card service fee to invoices, and I’m hoping to hear your experiences or strategies. Currently, Jobber doesn’t have a feature to automatically apply a designated service fee when clients choose to pay with a credit card through the digital invoices we send. This creates a few challenges: We’d need to ask the client ahead of time how they plan to pay so we can manually add the service fee to their invoice. Totally fine.. except... If they tell us they want to pay by credit, but decide to pay by debit after they've been invoiced, it creates an administrative mess—we’d have to issue a refund, send a new invoice, reverse transactions in QuickBooks, and add weeks to securing that revenue once and for all. Woof. How do you all manage this in your business? Do you: Absorb the cost of credit card fees as a business expense and increase the cost of your services? Offer a “cash discount” instead of a service fee? Use another tool or workaround to handle these situations? My goal is to make sure we're being as transparent as possible with our clients, continue offering competitive bids, protect our revenue, and keep our administrative overhead as lean as possible. Any advice or insights would be super helpful! Thanks in advance for sharing your thoughts!Why does Jobber prompt me to add my email when sending invoices from my phone?
If I am sending an invoice or a job form via email on my phone, and I get to the screen that shows me the preview of the email, a prompt pops up that is asking me to add my email. Does anyone else see this message? I don't need to send that email to myself as all that information is saved in Jobber already. Do I have a setting turned on that maybe I need to change?How can businesses offer prepaid discounts without accepting card payments on specific quotes?
I offer prepayment for the season discounts to customers. as there is already a discount, i do not want to take a card payment as there are fees associated with that and i am not eating that on top of the discount. is there a way to make it where card payments are not accepted on individual quotes. I don't need or want to do it across the board.Credit Card Fees
Hey everyone, quick question about credit card processing fees in Jobber. Since Jobber doesn’t have automated credit card fee settings (and because the requirements vary by state and location), we’re looking for the most efficient workaround. Our current idea is to add a non-taxable line item for the credit card fee when a client chooses to pay by card. This would ensure compliance and transparency, and based on our volume, it’ll save our company close to $30,000 this year. Is anyone else doing this, or have you found a better system or workflow to handle credit card fees inside Jobber? Any tips, best practices, or pitfalls to avoid would be hugely appreciated.
Why is invoice email not sending?
I am new here and have been trying to send a couple invoices but the email has not gone through. I’ve tried it myself too and I’ve checked spam, confirmed the email address, and still nothing. It’s been a couple hours and I’m starting to get a little worried. Is there something I’m missing? Does it take a little bit? Thanks in advance for the help
Xero intergration
When integrating with xero, does the customer recieve the invoice from xero or jobber? I currently invoice via xero, I want to smoothen my work flow and integrate but thought I'd ask here first, how was the process? (Don't want to mess my books up and create extra work for myself) TIA 👌
Jobber jobs to QBO projects integration
Has anyone tried to extend the QBO Jobber integration to link a Jobber Job with a QBO project? We are an electrical contractor and have numerous suppliers and many components we use. All of them are entered into QBO. Our field team uses Jobber. I want to use the QBO projects to track project profitability. Which means three enhancements are needed: 1 - Jobber Job creation triggers a QBO project for the same customer. 2 - Time sheets from Jobber need to be updated to tag the customer and Job in QBO 3 - invoices would need to also be linked to from project to job. The job numbers in jobber could be used in QBO to create the linkage e.g. they can be used in the project name.
