Payment on invoice of Total Outstanding Balance

Question

I offer a recurring service to my customers, some of them accumulate two or three unpaid invoices. Is there a way for customers to pay off the total outstanding balance for all invoices at once? Seems that Jobber only allows individual payments for each invoice. For example, if a customer has three $400 invoices, they should be able to make a single $1,200 payment for the balance on the most recent invoice.

It would be particularly helpful when customers call to pay their total balance over the phone but have multiple invoices. Currently I have to process their credit card on each invoice, which is frustrating for both me and the customers. Providing an option for customers to pay their total outstanding balance in a single transaction should available.

jade · Answer

Hello Crushr Jon! Thank you for the question.

There is not currently a way in Jobber to spread out bulk payments onto multiple invoices. I can see how you and other customers would benefit from a feature like this, and we have submitted this feedback to the Product Development team.

In the meantime, we have a few suggestions. One recommendation is to create an invoice for the total amount owed, collect the payment, and close the outstanding invoices without payment. This will mark the invoices as paid, however, it will not change the account balance on the client profile.

Another suggestion is to request to save the client's card on file, so you can charge the amount owed as needed.

If you have any questions or feedback, please contact our Success Team 888-721-1115 ext 1 or email mailto:support@getjobber.com.

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Payment on invoice of Total Outstanding Balance

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