Recent Discussions
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!
Purchase Orders, have you found a way to do them in Jobber?
Has anyone come up with an inventive way to create purchase orders in Jobber? I want an official looking form to email to my vendors and want to leave it open until the goods arrive. I'm thinking about creating a quote with a custom field for PO Number. I would have to create my vendors as clients and the PO I send them would say quote on it but I haven't found a better way. I looked at other software that integrates (or imports exports part info) but they are either pricey or clunky! Any thoughts!?
Credit card processing
Does anyone have any information or advice on how to deal with this situation. What I have been dealing with is insane. Jobber decided to start holding my funds and sent me an email wanting information. I sent the information even though I was not sure why they would ever need to see some of what they requested. There is no live person that can even be contacted about such matters. Today I finally got a response from them and they are going to hold $7000 of my funds for 120 days just to “safeguard my account”! This business was just started 1 month ago so I am not sure that I will be able to recover from this! Has anyone had any issues like this? At this point I just need my money so I can continue my business and leave Jobber!
CASH-BASED Companies: Handling "Bad Debt"
I have a question for other companies set up with cash-based accounting, regarding how to handle old unpaid invoices. Since we cannot write off bad debt as accrual-based companies can, how do you process it? I want to clear these unpaid balances out of our Jobber & Quickbooks open invoice reports (since they are so old and were sent to collections), but I still want to be able to see if a previous customer did not pay his/her bill. If I use the "Bad Debt" line item (that I think was a default in Jobber) it shows up as an expense on our P&L, which is not correct.Jobber Payments w/ Accounting Tools
Hello Community! I just enabled Jobber Payments hoping to centralize everything invoicing inside the tool however, I am stumped with the deposits. For example just using simple numbers. I invoice for $100 and my deposit is < fees. In QuickBooks, my deposit doesn’t match the total of the invoice paid. Before Jobber, I was using QuickBooks’ payment processing and I would charge the same $100 and get the deposit of $100 and have an expense fee deducted from my account. This allows you to match your deposits to invoices and keeps IMO your accounting clean. I cannot be the only one with this issue. Thoughts from the Community?
Invoice reminders on Jobs I get paid cash
I've been using jobber for 2 years now and there is a problem that I have just been dealing with. 90% of my jobs I get paid in cash. And at the end of every month I have a 50-100 invoice reminders that I have to drag and unschedule once every month it takes me about 20 minutes. Is there an option that I am unaware of to remove invoice reminders? If there isn't an option can the developers create something like that. I'm sure it would be very helpful for current users.
