Invoice Payment
I have recently had calls from clients who stated that they tried to pay online using the option attached to the invoice. I am told the credit card declined. In each instance, I have been able to enter the CC info in the "collect payment" option and it goes through marking the invoice paid. Wondering if others have had this same experience and if there is some nuance or guidance about it.
Customer Q: We require prepaid invoices for most of our services and most of our jobs are...
Question: We require prepaid invoices for most of our services and most of our jobs are anytime jobs. Can these features be set up for prepayment so we don't have to get a request, send a quote with 100% deposit, etc? Answer: We don't currently offer prepayments within Jobber. Thank you for providing this feedback on how we can improve to better suit your needs - please keep doing that! We are always looking to improve our offering for home service pros, and will definitely pass your feedback along to our team.Customer Q: We require prepayment for most jobs. Is this an option...
Question: We require prepayment for most jobs. Is this an option so we don't have to do a bunch of back and forth with the client? Answer: We don't offer subscription or prepayment of services to be delivered as feature in Jobber currently. There are a few workaround options - I would recommend reaching out to our support team at support@getjobber.com to ask for a recommendation. Thank you for providing this feedback to tell us how we can better suit your needs - please keep doing that. We’re constantly looking at suggestions from our customers, and we will share this feedback with our team.Customer Q: Can I send an invoice for a specific amount to be paid by ACH even if I haven't...
Question: Can I send an invoice for a specific amount to be paid by ACH even if I haven't entered all of the data for the quote or estimate throughout the project? Answer: You still need to create a full invoice to collect payment. If you're using progress invoicing, you could specify a % or $ amount based on the job total, to be sent to the customer as an individual invoice. Or, you could tell your customer to simply pay a certain dollar amount of the full invoice via partial payments. Hopefully this answers what you were asking - please reply back if you need more clarity!Customer Q: For credit card & ACH payments can there be an auto option to add the processing fee...
Q: For credit card & ACH payments can there be an auto option to add the processing fee to the customer's payment screen instead of the business adding the fee and charging it out? Answer: Jobber does not have an automated way to add a surcharge/convenience fee to invoices currently. It is against legislation to add a convenience fee/surcharge in many states, and additionally, a surcharge cannot be added to a debit card transaction anywhere in the United States. Since Jobber Payments allows you to accept both debit and credit cards, we are unable to offer this automation as a feature. An alternative recommendation would be to look at the fees associated with accepting credit and debit card payments as an “overhead” expense, the same way you’d look at how much you’re paying for fuel over the course of a month or year. Your overhead costs are then worked into the prices for all your services. To determine what is best for you and your business, I might recommend seeking some guidance from another business in your state/area.Customer Q: Do you have to use ACH for partial payments or can you do it with a credit card?
You can accept partial payments with ACH or credit cards. To enable partial payments, you simply need to toggle the option on for any invoice where you want this option. (Whereas ACH is a universal setting for all invoices, partial payments can be set on an invoice-by-invoice basis).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
