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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.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!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.Did you know you can adjust the due date for an invoice?
Most of you may already know this, but I am here for those who don't! In the Jobber settings you can adjust the date that your invoice is due. Mine was set to NET 30 (30 Days) which is a really long time for a service. I adjusted it to NET 10 to give some time and not seem overly needed to my customers. What do other companies have their due date set at? Does anyone have their due date set to the same day? Has anyone set theirs longer?
Property and Billing Address issues
Hi everyone, I am having issues displaying property and billing addresses properly on invoices. I need the billing address to stay the same but property addresses for services to change (1 customer, many properties). How do I set this up? Currently, when I set up the client, I did NOT check the box that the billing address and property address are the same, but I did input the billing address. When I quote a job, I quote for the service address, yet it doesn't carry over into invoicing. I need to fix this. Thank you for your help. JerryA real question about cash payments.
We have all been there I am sure, a customer asks you if you would accept cash for the job. No one wants to turn down a payment but also we need to run a legitimate business! If anyone has a solid answer for this I would love to hear it...When do you turn down cash and just say "I need to invoice through the company?" Do you keep track of a certain amount of cash you accept per month then just say you need to bill normally? Do you stay strong and just say sorry, no cash? Or do I just do what the little devil on my shoulder is saying and take cash and move on happily? This may be the dumbest post on here as I think I know the answer, but just want to know if anyone came to a solid conclusion here.Getting paid for the job.
Hello all, I was standing in front of a customer today, having a great conversation with her and I was wondering, when do I ask for payment? I felt she was a trustworthy person and wouldn't try anything funny, and I didn't want to break the conversation with asking her to pay. I usually wait until my service is complete to ask for payment but I can see that causing an issue at least once in the future. Do you ask for payment upfront before you start your service or wait until the end? Do you go by feel of the customer?
