Referral Program/Auto Payments
We like the Referral Program but have one major issue: credits aren’t automatically applied to recurring clients. We have to apply them manually each time. We've given feedback to Jobber and hope the...
Forum Discussion
Hey Enovana! Thanks for the question. The Referral Marketing Add-on is intended to automatically apply a credit to the client’s next invoice.
If you are hoping for the referral credit to be applied to all recurring invoices, we don’t currently have a feature like that, but I will certainly submit this feedback to our Product Team!
Jade, I manually marked a few Referrals and associated the referring client. Is the expected behavior only to see the credit when client A sends the referral link to client B?
