Creating monthly payments
We have offered to spread a seasonal package over 12 monthly payments. We don't seem to have financing options for Canadian customers. Only current workaround is to create a monthly job with automatic invoicing and payment. However this causes challenged during the season and additional admin work. Does anyone have a solution or an easier way to set this up?
Annual price increase reminders
Howdy! How do you guys keep track of annual price increases? It looks like we can set an invoice reminder but I worry that will get lost in a sea of daily invoice reminders. Currently we use internal notes but we continue to miss accounts. We're issuing about 30 increases every month. Would love your ideas!Auto Add Late fees/Interest
Does anyone know how to add auto interest or late fees to invoices? Considering the scope of my work this would be real handy when my average invoice payment time is around 50 days. Because of this I have to finance my own payroll and if I could recoup some of these interest charges automatically. Too many invoices to manually add fees
Credit card processing
Does anyone have any information or advice on how to deal with this situation. What I have been dealing with is insane. Jobber decided to start holding my funds and sent me an email wanting information. I sent the information even though I was not sure why they would ever need to see some of what they requested. There is no live person that can even be contacted about such matters. Today I finally got a response from them and they are going to hold $7000 of my funds for 120 days just to “safeguard my account”! This business was just started 1 month ago so I am not sure that I will be able to recover from this! Has anyone had any issues like this? At this point I just need my money so I can continue my business and leave Jobber!
Invoice update via API
Jobber does not allow invoices to be updated and closed/marked as paid from externally. We use Xero as our main accounting system as it hooks into or bank. Every time we mark an invoice as paid in Xero, we need to manually close the corresponding invoice in Jobber. I have raised this multiple times with Jobber but it is not on their roadmap. Hoping there are more people out there with the same requirement to help boost this post so that Jobber can do something about it. Unless someone has found another way to do it. This will save at 30+ hours a month of man hour to change every invoice.
