Forum Discussion

Contributor 2

1 month ago

Solved

Customer Credit Balance

Am I the only one having issues with credit balances? Every time one of our customers ends up with a credit on their file it becomes an issue. The credit doesn't automatically apply to their next in...

invoicing

AnthonySalazar
1 month ago
It's not a perfect solution but whenever I want to give a client a credit, I'll either update their job or their invoice with a "credit" line item and then I'll do a negative dollar amount for how much their credit is. That's helped me get around some of the wonkiness on the platform

jade

Jobber Support Team

11 days ago

Hey BTDive,

The 2 points you highlighted are very valid. Jobber is not accounting software, and I think this feedback is very important for future improvements. We can not make any guarantees, but your feedback has been submitted to our team.

Every time you call in or chat with Support about this issue, we pass your feedback to the developers; all of our feature updates are based on customer feedback.

I want to second what AnthonySalazar said - I understand that may not be the most ideal workaround, but it is the most commonly used by other Jobber users!