How Do You Use Jobber's Progress Billing for Projects?

While I don't run Jobber in my own daily operations, the progress billing feature is set up specifically for fixed-price projects where you need to bill in stages.

​Here is how the workflow is designed to function:

​It requires setting the job up as Fixed Price first, as progress billing isn't available on recurring or time & materials jobs. Under the billing details, you turn on progress invoicing.

​When you reach a billing milestone, you open the job, click create invoice, and select progress invoice. From there, you can choose to bill by a percentage of the total project, pick specific finished line items, or type in a custom dollar amount.

​Jobber automatically tracks the original contract total, what has already been invoiced, and the remaining balance so the client can see where the project stands. Once the project is wrapped up, running the final progress invoice clears out the remaining balance and closes the job out. 

I just wanted to layout the operational structure here to show how the process works from start to finish.

Current setup, per Jobber's help: payment schedules work on all plans. On a quote, open the total section, then Add Deposit or Payment Schedule, and split by % or a fixed amount. Installments must add up to 100% or the full total. Adding it at the quote stage carries it through to the job.

With no quote, you can add it on a one-off job (not recurring): Billing > "Split into multiple invoices with a payment schedule".

Then at each milestone, open the job, go to the Payment Schedule tab, and Generate the next invoice; the amount fills in for you.

Gotcha: line-item amounts on progress invoices can't be edited. If scope changes, edit the job's line items first, then adjust the remaining payments. Invoices already issued are locked.

Clients see "Item Total" and "Due This Invoice" on each one, and the full schedule stays on the original quote in client hub.