Unpaid Invoice?
This question comes up fairly often for folks who collect cash payments.
Based on what other home service pros typically do, here are a few options that might work for your workflow:
- Print or send the invoice before marking it paid
If the client specifically wants an “unpaid” invoice to show the amount owed, you can print or download it before recording the payment in your preferred software. Once you mark it paid, the invoice total will show $0, so grabbing that copy beforehand is the cleanest option.
- Provide a receipt instead of an unpaid invoice
Many pros prefer to give a receipt when they receive cash. This helps keep your records accurate and still gives the client written proof of payment.
You can do this in Jobber by selecting Receive Payment → Cash → Enter Amount → Save & Send Receipt.- Note “Cash” on the invoice
If you need the invoice to reflect that cash was used, you can mark the payment as cash when recording it. The invoice or receipt will reflect that.
- Avoid providing documentation that doesn’t reflect the true transaction
Several pros mentioned that if a customer insists on a blank/unpaid invoice after paying in cash, it can lead to messy records or raise flags during tax time. Keeping everything accurate on your end protects you in case you’re ever audited.
