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.
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 invoice, it will display in green and have a paperclip on it.
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.
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.
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.
To send or download a Client Statement, click New > Statement on the billing history box. This will bring up this screen:
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:
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:
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.
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