Invoices, Payments, and Deposits
Apply a previously recorded payment to a newly created (or existing) invoice by clicking on the payment from the client's Billing history box.
In the Billing history, payments that are attached to an invoice—or, Applied Payments—will have a paperclip icon to the right, and are in green text. Un-applied payments—not attached to an invoice—show up in black text:
After clicking on the un-applied payment, a pop up will appear where you can select the drop down menu beside Applied to to change the designation for the payment.
Once you update the payment you'll see the paperclip icon appear beside it in the Billing history. If you haven't done so already, go to the invoice itself and click onto Actions > Mark Paid to close out the invoice. Both the invoice and payment will then appear in green text.
The Jobber Glossary
Confused by language we use in Jobber? Definitions right this way.Get Reading!
Sign up for a Webinar
Tutorials for both those new to Jobber and long-time power users.Sign Me Up!
We walk you through our biggest features and point out the essentials.Let’s Watch!