Forum Discussion

Jaco's avatar
Jaco
Contributor 2
2 months ago

Invoice Due Date

Jobber currently lacks a lot of options to set the invoice due date. We run a cleaning business and have set the default Due Date that caters for 65% of of our business. The rest of the customers we need the due date to either be 20th of the following month, 20th of This month of 30 days from date of invoice. This needs to be set at a client level. We have these options in Xero however we make use of Jobber to generate our invoices and sync it to Xero.

I have raised this multiple times with Jobber but it is not on their roadmap. Hoping there are more people out there with the same requirement to help boost this post so that Jobber can do something about it. Unless someone has found another way to do it. this will save at 10 hours a month of man hour to change every invoice.

  • julie's avatar
    julie
    Jobber Community Team
    2 months ago

    Thank you for your post! Glad to see you’ve shared this feedback with our Success Team as they work closely with our Product Team, and I’m curious what other members have to say about other potential workarounds. 😊

  • wdkljana's avatar
    wdkljana
    Contributor 2
    2 months ago

    I don't have a solution but have the same problem. 80% of our clients are Net7 payments for service. But 20% are commercial businesses that require Net30, we currently have to manually change those to Net30 and often that doesn't get caught before being emailed out to clients. 

  • JohnB's avatar
    JohnB
    Contributor 2
    2 months ago

    I have the same issue as wdkljana.  Most of my clients are invoiced as Net 7, but the commercial customers require Net 30, or the end of the following month.

  • BadgerHauling's avatar
    BadgerHauling
    Contributor 4
    2 months ago

    I think this is the same issue with QuickBooks.

    JacoI like this idea.  I actually held off from sending an invoice to one of my monthly customers.  Billing is always on the 9th. 

    I found myself running into an issue trying to schedule a recurring job and line items included on an invoice.

    In my example, I bill once a month, include 2 scheduled visits per “Job”/ month.

  • Jaco's avatar
    Jaco
    Contributor 2
    2 months ago

    I currently use of Make.com to run a one off task to change due date after I did a bulk invoice in Jobber. It is costing me extra for this integration.