Linking invoices to jobs
i think there needs to be a way to link invoices to jobs manually and vise versa. Say you send over an invoice before you start the job and then you create a job so the employees have tickets, and al...
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My workaround is this:
If you already know how much you’re going to charge — or even if you might add more work later — start by creating the job first. When creating the job, just add a placeholder line item like “To be filled in later.”
Once the job is created, go to More Actions → Create Invoice instead of closing the job. Then add the actual services and charges to the invoice and send it to the customer.
When the work is completed, go back to the job and update it with the same services and amounts that were included on the invoice so everything matches.
When you close the job, Jobber will recognize the linked invoice and give you the option to archive the job instead of creating a new invoice. This keeps everything synced and maintains the connection between the job and the invoice.