New Invoice Feature
Great improvement on being able to apply a payment to multiple invoices, however, in Lawn Care we do a lot of prepayments prior to our season and at this time Jobber does not have a definitive way to apply that money correctly. With the new feature, it would be a start if we could apply a payment to future invoices. So, when the invoices are created for the season, we can apply the payment made for the whole season.Suspend a recurring job account for non-payment
I own a residential lawn and yard maintenance business. Recurring job visits is our bread and butter. Mowing is about half of our revenue. We require a credit card on file, and auto-pay after each visit. We use Jobber's payment feature for this. This works really well, and eliminates accounts receivable. Occasionally a customer's credit card does not process. At that point, we receive an email from "The Jobber Team". The heading is: Automatic payment for "John Customer" failed. That is helpful. I would like to see the following in Jobber, with automated functions. The owner (me) could set parameters/thresholds for the activities. But I really want to automate this process! Instantly when card is declined: Customer automatically receives an email and text, letting them know that their card failed. The email and text include the invoice, payment link, and link to update their card. The email and text are re-sent every day until payment is received. The job is automatically suspended. In other words, the future visits are flagged or suspended in Jobber until the account is paid and a card is on file. A report that shows on the dashboard for all credit cards that were declined.
