How can I create an invoice for the deposit?
When doing certain commercial work the client will ask us to send them an invoice for the deposit. This isn't typically how Jobber works as the invoice isn't created until the job is closed usually. ...
Forum Discussion
Thanks everyone for the discussion here, this is really helpful context.
It is great feedback for our team to hear that commercial workflows often need to invoice for deposits upfront, rather than collecting payment at the moment a quote is approved. That is definitely a different process than the typical residential flow, many features are designed around.
For those running into this, I would love to understand the main pain point a bit better. Is it mostly that you are starting at the at the end of the information flow, which means information needs to be entered twice? Or is it more that when you invoice a deposit separately, that payment does not automatically connect back to the job or final invoice the way you would expect?
The more detail you can share about how you typically structure commercial deposits or progress invoicing, the more helpful it is for our team as we continue improving these workflows.