Forum Discussion

ReadySetMow--1's avatar
ReadySetMow--1
Contributor 2
6 months ago
Solved

Invoice Automation

So I use a company that does billing for a lot of my lawn customers so after I complete the job I have it create a invoice but then I have to collect payment and pick the type does anyone else have a situation like that were we know we get the payment so I would like it to have a option for automation for invoicing

so lets say you complete the job and it automatically invoices and collect payment of the type you set it up for to save time in the field 

  • krista's avatar
    krista
    6 months ago

    Hi ReadySetMow--1​ Thanks for the question, ryaantuttle​ is right! Jobber has automatic invoicing and payments to save you time in the field. Here is our help article on how to set it up. If you have more questions or would like a demo, please feel free to reach out to our Success team at 1-888-721-1115 option 1 

3 Replies

  • krista's avatar
    krista
    Jobber Support Team
    6 months ago

    Hi ReadySetMow--1​ Thanks for the question, ryaantuttle​ is right! Jobber has automatic invoicing and payments to save you time in the field. Here is our help article on how to set it up. If you have more questions or would like a demo, please feel free to reach out to our Success team at 1-888-721-1115 option 1 

  • ryaantuttle's avatar
    ryaantuttle
    Jobber Ambassador
    6 months ago

    Yes! Jobber has ALL of these features and more. 
    What plan option are you currently using?

  • brandymm's avatar
    brandymm
    Contributor 3
    6 months ago

    Using Jobber payments is great! We have also been utilizing the new ACH payment feature, especially on large jobs, turning off the debit/credit card option and only choosing ACH payments for certain invoices saves on processing fees!