Invoices, Payments, and Deposits

Billing History Box

To view a client's Billing History, click People on the left, search for your client, and click on their name. On the right of their page will be a Billing History Box. This box shows all of the invoices, payments, deposits,  and current balance for the client. 

billing-history-box.png

In the billing history box, invoices that are Awaiting Payment will display in black font. Once an invoice is marked Paid, it will turn green, and get a check mark.  

Similarly, payments and deposits that are Unassigned display in black font. Once a payment or deposit has been Assigned to an invoiceit will display in green and have a paperclip on it.

 

Invoices

Invoices that have been sent to the client and are now awaiting payment, show up in the billing history box. If an invoice is still in Draft, it will show in a note will below the billing history box. 

 

Send Receipts

To view a receipt for a client, or to email them a copy, click on the payment or deposit from the billing history box. Click Email Receipt to send the client a copy. Click Show Receipt to download a PDF copy. 

payment-box-popup.png

 

Create new Payments, Deposits, Invoices, Statement and Set Initial Balances for Clients

From the billing history box, you can click New to make new payments, deposits, invoices, statement and set an initial balance for a client. 

Screen_Shot_2017-05-28_at_2.14.55_PM.png

Statements

To send or download a Client Statement, click New > Statement on the billing history box. This will bring up this screen:

Screen_Shot_2017-05-28_at_2.18.44_PM.png

 

You can either email the statement to the client, or download a PDF copy. 

  • Statement Period:
    • Client Lifetime: This is the entire client's billing history
    • Since Last Zero Balance: This will show a report that shows the client statement since the last recorded 0 balance
    • Pick a Start Time: This will show a report from a selected point in time onwards

 

Set Initial Balance

You can set Initial Balances for clients who have outstanding amounts due when you start using Jobber. 

To set a client's Initial Balance, click Set Initial Balance in the New drop down. This pop up will come up:

new-initial-balance.png

You can then enter the amount they owe and click Save

 

Edit or Delete Items in the Billing History Box

To edit information in the billing history box, click on the item you want to edit. This will bring up a pop up with information about it:

payment-box-popup-1.png

You can make changes to the item, while in the edit screen. Click Update to save changes. 

To delete a payment, deposit, or initial balance, click on it in the billing history box. Then click Delete Record. Keep in mind, once this has been deleted it cannot be undone. 

Was this article helpful?

Send Feedback

Jobber on your Phone

The Jobber Glossary

Confused by language we use in Jobber? Definitions right this way.

Get Reading!
Jobber on your Phone

Sign up for a Webinar

Tutorials for both those new to Jobber and long-time power users.

Sign Me Up!
Jobber on your Phone

Instructional Videos

We walk you through our biggest features and point out the essentials.

Let’s Watch!

Jobber Academy gathers expert advice, entrepreneur success stories, best practices, and tools for people looking to run smarter, more efficient service businesses.