Forum Discussion

Sunpak_Sean's avatar
Sunpak_Sean
Contributor 2
22 days ago

Stage/Progress Payments

Sorry if this question has been asked, i couldn't see anything when searching. We are a Electrical and Solar contractor and I'm trying to find the best way to do stage or progress payment invoices on a job.

For example on Solar project we like to do a 10% deposit to cover admin, permitting etc. This is easy in jobber. After that we like to do a 50% of project invoice after equipment is delivered to site then a final 40% invoice on completion. 

I don't see a great way to do this and and pull of the project total. Any advice would be greatly appreciated.

Thanks

Sean

  • krista's avatar
    krista
    Jobber Support Team

    Hi there, thank you for the question! Jobber has a Lab out now for Progress Invoicing, if you are interested in trying it out, please go to the gear icon in the top right of getjobber.com > Jobber Labs > “turn on” Progress Invoicing (Beta). From this page, you can submit feedback on how you find it directly to the team.
    Alternatively, a workaround our customers have been using is as follows:

    1. use the quote to collect the deposit/first payment
    2. convert to a job
    3. When you’re ready to take the next payment click more actions to generate an invoice (the deposit will automatically carry over)
    4. Add a negative line item to the invoice for the amount not yet due and this will leave the invoice with the payment owing amount
    5. Send to the customer and let them pay
    6. When the time for the next payment reopen the invoice and either adjust or remove the negative line item and collect the amount.