Invoice & payout
Jobber should make it easier and have the payment schedule on the app. As well as payout should be faster and with less of a fee and transaction fee. Why does the fee get charged to the company jobber should allow us to add it to the customers invoice. We are paying for a month membership why not priority your customers.
Force Receipt to email to same email as invoice
We have several clients with multiple contact email addresses. Jobber is emailing paid invoice receipts to whichever email is 'starred' in the communication email list. Does anyone know of a way to force the paid invoice receipt to go directly to the same email that was chosen for an emailed invoice to be paid?Advice adding the credit card service fee to invoices
Hello Jobber Community! I'm an operations contractor for a Denver-based tree care company, and I'm hoping to crowdsource some insight... Does anyone have advice on how to best navigate charging clients for credit card processing fees? I actually just discovered today that it is not illegal in the state of Colorado (as well as many other states) to add that 2ish% credit card service fee to invoices, and I’m hoping to hear your experiences or strategies. Currently, Jobber doesn’t have a feature to automatically apply a designated service fee when clients choose to pay with a credit card through the digital invoices we send. This creates a few challenges: We’d need to ask the client ahead of time how they plan to pay so we can manually add the service fee to their invoice. Totally fine.. except... If they tell us they want to pay by credit, but decide to pay by debit after they've been invoiced, it creates an administrative mess—we’d have to issue a refund, send a new invoice, reverse transactions in QuickBooks, and add weeks to securing that revenue once and for all. Woof. How do you all manage this in your business? Do you: Absorb the cost of credit card fees as a business expense and increase the cost of your services? Offer a “cash discount” instead of a service fee? Use another tool or workaround to handle these situations? My goal is to make sure we're being as transparent as possible with our clients, continue offering competitive bids, protect our revenue, and keep our administrative overhead as lean as possible. Any advice or insights would be super helpful! Thanks in advance for sharing your thoughts!
Jobber jobs to QBO projects integration
Has anyone tried to extend the QBO Jobber integration to link a Jobber Job with a QBO project? We are an electrical contractor and have numerous suppliers and many components we use. All of them are entered into QBO. Our field team uses Jobber. I want to use the QBO projects to track project profitability. Which means three enhancements are needed: 1 - Jobber Job creation triggers a QBO project for the same customer. 2 - Time sheets from Jobber need to be updated to tag the customer and Job in QBO 3 - invoices would need to also be linked to from project to job. The job numbers in jobber could be used in QBO to create the linkage e.g. they can be used in the project name.Why does Jobber prompt me to add my email when sending invoices from my phone?
If I am sending an invoice or a job form via email on my phone, and I get to the screen that shows me the preview of the email, a prompt pops up that is asking me to add my email. Does anyone else see this message? I don't need to send that email to myself as all that information is saved in Jobber already. Do I have a setting turned on that maybe I need to change?
Xero intergration
When integrating with xero, does the customer recieve the invoice from xero or jobber? I currently invoice via xero, I want to smoothen my work flow and integrate but thought I'd ask here first, how was the process? (Don't want to mess my books up and create extra work for myself) TIA 👌Did you know you can adjust the due date for an invoice?
Most of you may already know this, but I am here for those who don't! In the Jobber settings you can adjust the date that your invoice is due. Mine was set to NET 30 (30 Days) which is a really long time for a service. I adjusted it to NET 10 to give some time and not seem overly needed to my customers. What do other companies have their due date set at? Does anyone have their due date set to the same day? Has anyone set theirs longer?Easily add processing fees to jobs...
I was browsing around here and found a post asking about adding credit card fees to jobs and what is the best way to do it. I was suprised that no one mentioned the way I do it so I commented on the thread. I wanted to make a new one incase others would find it helpful. I provide admin services to Jobber users and I have a client that had this problem a while back. Once we put this in place it was super easy and quick to add any kind of fee by a percentage amount. Go to your tax settings and create a TAX RATE. Name it whatever you want to call your added fee (convience fee, processing fee, whatever but remember customer's will see this name) and put in the percentage. Then go back to tax settings and create a TAX GROUP. Now you can link together your regular tax and the convience fee by putting them in a group. Whatever you name this tax group will not be visible to customers. Now when you are editing the quote/job/invoice you can chose what tax you want added to the subtotal by clicking on the tax name. So you can easily and quickly add CC fees or choose your regular tax fee if they are paying with cash or check. All tax rates and tax groups from your tax settings will be listed here. As you can see, it automatically adds the appropiate percentage to the total so you can charge that through Jobber Pay. I hope this helps! You can make as many groups as you need depending on your situation. This is also how you would charge both state and county tax for those areas that might have that although I'm sure you already figured that out.
