Forum Discussion

Lucas's avatar
Lucas
Contributor 2
2 years ago
Solved

Invoice reminders on Jobs I get paid cash

I've been using jobber for 2 years now and there is a problem that I have just been dealing with. 90% of my jobs I get paid in cash. And at the end of every month I have a 50-100 invoice reminders that I have to drag and unschedule once every month it takes me about 20 minutes. Is there an option that I am unaware of to remove invoice reminders? If there isn't an option can the developers create something like that. I'm sure it would be very helpful for current users.

invoicing
  • jade's avatar
    jade
    2 years ago

    Hey Lucas! Thanks for the question, it’s awesome to hear you’ve been using Jobber for your business for the last 2 years!

    When creating the Job, if it is a One-Off Job, it will have a check box for “Remind me to invoice when I close the job” for Recurring Jobs, you will see a drop-down that says “When do you want to invoice?” please select “As needed - no reminders” For Jobs that are already created, click the “Edit” button.

    If you do not want to go back and edit the jobs, but just want to clear up the calendar, you can use filters to hide “Reminders” please note, this will hide any quote reminders if you have them!

    If you have any questions on this, or feedback for Jobber - please reach out to our Success Team! You can start a live chat by going to the ? at the top right corner > Chat With Us to start the chat! or give us a call 888-721-1115 ext 1.

4 Replies

  • bedellmgmt's avatar
    bedellmgmt
    Jobber Ambassador
    2 years ago

    Hey Lucas - 

    There isn't any other way around this that I know of.  But maybe it would help to think of it as just part of the job/work flow.  Perceived "extra steps" are never fun, but if you are charging enough for each job then, for me, it is easier to make it just part of the project! I deal with this one too.

    Any one else have any ideas to share with me and Lucas?? 

  • Boss's avatar
    Boss
    Contributor 2
    2 years ago

    If you close the job and collect payment you should be able to mark it as paid in cash under the offline payments. But yes you can also turn of reminders in settings also.

  • jade's avatar
    jade
    Jobber Support Team
    2 years ago

    Hey Lucas! Thanks for the question, it’s awesome to hear you’ve been using Jobber for your business for the last 2 years!

    When creating the Job, if it is a One-Off Job, it will have a check box for “Remind me to invoice when I close the job” for Recurring Jobs, you will see a drop-down that says “When do you want to invoice?” please select “As needed - no reminders” For Jobs that are already created, click the “Edit” button.

    If you do not want to go back and edit the jobs, but just want to clear up the calendar, you can use filters to hide “Reminders” please note, this will hide any quote reminders if you have them!

    If you have any questions on this, or feedback for Jobber - please reach out to our Success Team! You can start a live chat by going to the ? at the top right corner > Chat With Us to start the chat! or give us a call 888-721-1115 ext 1.