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steve5superg's avatar
steve5superg
Contributor 2
11 months ago
Solved

Setting up subscription model-based invoice

I operate an MSP, and use Jobber for invoicing/quoting/booking. We would like to automate the invoicing for our clients for their monthly dues, and set everything up to charge their card on file each month. From my understanding, this can only be done my scheduling a monthly visit/job. 

Is there a simple way to setup recurring invoices? 

  • krista's avatar
    krista
    11 months ago

    Hi Steve, thanks for the question! It sounds like you got most of the way there already! For the Schedule, set the Repeats to "As needed - we won't prompt you" and then set the Invoicing schedule as desired. 

1 Reply

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

    Hi Steve, thanks for the question! It sounds like you got most of the way there already! For the Schedule, set the Repeats to "As needed - we won't prompt you" and then set the Invoicing schedule as desired.