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!
Let’s Talk Invoice Follow-Ups—Email or Text?
Hi, Home Service Community! I’m Susan, owner of The Wheelbarrow Gardener in Edmonton 🌸. Keeping up with invoicing is crucial, and Jobber has made it a breeze! But I’m curious: "When it comes to invoice follow-ups, do you prefer using Jobber’s email or text feature, and how often do you send reminders?" I’ve found emails work well for most of my clients, but I’m considering trying texts for quicker responses. I’d love to hear what’s worked best for your business!Easily add processing fees to jobs...
I was browsing around here and found a post asking about adding credit card fees to jobs and what is the best way to do it. I was suprised that no one mentioned the way I do it so I commented on the thread. I wanted to make a new one incase others would find it helpful. I provide admin services to Jobber users and I have a client that had this problem a while back. Once we put this in place it was super easy and quick to add any kind of fee by a percentage amount. Go to your tax settings and create a TAX RATE. Name it whatever you want to call your added fee (convience fee, processing fee, whatever but remember customer's will see this name) and put in the percentage. Then go back to tax settings and create a TAX GROUP. Now you can link together your regular tax and the convience fee by putting them in a group. Whatever you name this tax group will not be visible to customers. Now when you are editing the quote/job/invoice you can chose what tax you want added to the subtotal by clicking on the tax name. So you can easily and quickly add CC fees or choose your regular tax fee if they are paying with cash or check. All tax rates and tax groups from your tax settings will be listed here. As you can see, it automatically adds the appropiate percentage to the total so you can charge that through Jobber Pay. I hope this helps! You can make as many groups as you need depending on your situation. This is also how you would charge both state and county tax for those areas that might have that although I'm sure you already figured that out.
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
