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!
Invoice and getting paid for two entities LLCs
We have two different LLCs, Nieman Farms & Repair and Nieman Excavating. We use Jobber for the time tracking for the guys and organizing the jobs. Is there a way I can set up an option to switch the company name when invoicing/and bank account for getting paid? Emily
Adding Company Address to Invoice
We started with a property management company handling all of their make-ready cleans. One of their requirements is that our company address is on the invoice. I have looked and can't seem to find where to do this. We currently have our office number, email, and website on there, but I do not see how to add the address.
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
CASH-BASED Companies: Handling "Bad Debt"
I have a question for other companies set up with cash-based accounting, regarding how to handle old unpaid invoices. Since we cannot write off bad debt as accrual-based companies can, how do you process it? I want to clear these unpaid balances out of our Jobber & Quickbooks open invoice reports (since they are so old and were sent to collections), but I still want to be able to see if a previous customer did not pay his/her bill. If I use the "Bad Debt" line item (that I think was a default in Jobber) it shows up as an expense on our P&L, which is not correct.
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 👌Jobber Payments w/ Accounting Tools
Hello Community! I just enabled Jobber Payments hoping to centralize everything invoicing inside the tool however, I am stumped with the deposits. For example just using simple numbers. I invoice for $100 and my deposit is < fees. In QuickBooks, my deposit doesn’t match the total of the invoice paid. Before Jobber, I was using QuickBooks’ payment processing and I would charge the same $100 and get the deposit of $100 and have an expense fee deducted from my account. This allows you to match your deposits to invoices and keeps IMO your accounting clean. I cannot be the only one with this issue. Thoughts from the Community?
Let’s Talk Invoice Follow-Ups—Email or Text?
Hi, Home Service Community! I’m Susan, owner of The Wheelbarrow Gardener in Edmonton 🌸. Keeping up with invoicing is crucial, and Jobber has made it a breeze! But I’m curious: "When it comes to invoice follow-ups, do you prefer using Jobber’s email or text feature, and how often do you send reminders?" I’ve found emails work well for most of my clients, but I’m considering trying texts for quicker responses. I’d love to hear what’s worked best for your business!
