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!
How can businesses offer prepaid discounts without accepting card payments on specific quotes?
I offer prepayment for the season discounts to customers. as there is already a discount, i do not want to take a card payment as there are fees associated with that and i am not eating that on top of the discount. is there a way to make it where card payments are not accepted on individual quotes. I don't need or want to do it across the board.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?
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.
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.
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
