Customer Credit Balance
Am I the only one having issues with credit balances? Every time one of our customers ends up with a credit on their file it becomes an issue. The credit doesn't automatically apply to their next invoice, and there doesn't seem to be any way to apply it. I always end up having customer service walk me through some clunky workaround that involves deleting payments, reopening invoices, and clicking through several screens. It always makes a mess in QBO that needs to be cleaned up too. Each time I've talked to support they've given me the impression that it's abnormal for customers to credit like this. I don't get it. My company has credit with one of our suppliers right now. Examples: Customer accidentally overpays Customer wants to pre-pay Customer returns something and wants a credit rather than a refund I want just want to give them a credit for whatever reason to make them happy etc This seems like a pretty normal thing to me. Every payment processor I've used prior to Jobber will just automatically apply credits to subsequent invoices. It would be nice if, while creating the invoice, you could click "add deposit" and select something like "account credit". Since support has always given me the impression that I'm doing something wrong by allowing customers to have credit on their file in the first place (as if it's somehow completely avoidable), I don't suspect they have any plans of implementing an actual fix. Is anyone else having this issue? If so, how are you handling it?
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.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!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.
Need help with getting your outstanding invoices paid?
Hey Jobber friends, I wanted to share something that’s been a game-changer for service businesses (and law firms, CPAs, and more) and could save you from those awkward “just checking in on that invoice” emails. I’m with CollBox, and we help small businesses get paid on their past-due invoices without damaging customer relationships. Think of us as your invoice clean-up crew. We are not a collections agency. So you maintain positive relationships with your clients. We connect directly to your QuickBooks, Stripe etc., find your unpaid invoices, and work to recover them while you focus on running the business. The best part? No collections horror stories. We’re professional, polite, and brand-safe and based in North America. You only pay when we collect (all fees are in USD). You get your cash flow back without extra admin work. If late payments have been slowing you down, happy to share how other Jobber users have used CollBox to get paid faster. Has anyone here tried outsourcing collections before? How did it go for you? Alice CollBox
Setting up a "Recurring Job" with a warranty package in Jobber?
Hello, I'm new to the Recurring Visits in Jobber/ongoing billing. Essentially, I created an ongoing, yearly maintenance package for my carpet cleaning clients. It includes a full carpet cleaning and a 12 month warranty package on the areas that were cleaned. They will be signing up knowing it is a recurring package with auto-renewal. Meaning 12 months later, their card gets charged again and they receive their full maintenance clean plus another 12 months of spot cleanings. This package is still in phase 1 but I'm hoping for two main things : Create an invoice upon the initial clean and receive payment up front for the year (it is listed this way on the jobber quote. The ability to auto renew the package (automatically receive payment and re-book a full service job 1 year after the initial clean. Bonus: Be able to create additional visits for the spot treatments within the 1 year recurring job. This will help to track the time on site and gross margin for the entire package, not just the initial clean. I'm sure I won't be able to hit all of these marks but I would love to hear from those using yearly recurring visits or warranty programs within jobber.
