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?
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.
