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Within Jobber there are multiple ways to record a Payment or a Deposit.
Collecting a Payment on an Invoice
When you collect a payment from a client, you can record this directly on the invoice itself. By doing so you will ensure that the payment is applied to the invoice, instead of to their open client balance.
Open the invoice and select Collect Payment at the top right, beside the Actions button.
Edit the payment amount, choose the payment method, and save the payment. When the full invoice balance has been paid off, the status of your invoice will change from ‘Awaiting Payment’ to ‘Paid’ and the balance will show as $0.00.
Collecting a payment from the client profile
An alternative option to collecting a payment directly on the invoice, is to go to the Client's page and click Actions > Collect Payment. Manually enter in the paid amount and save the payment. A new pop up will appear to mark any open invoices as ‘Paid’ - this will only change the invoice status, it will not apply the payment to that invoice, meaning the invoice balance will remain the same as the invoice total.
Learn more about Applying Payments.
A payment can also be recorded by clicking on ‘New’ from the Billing history box on your Client’s page. You will need to manually enter in the amount of the payment, this follows the same steps as above when recording a payment from the Actions button.
Deposits can be recorded on a quote, client page, or on an invoice.
Collecting a deposit on a quote
When a quote is created with a Required Deposit you will need to record the deposit payment directly on the quote. This will ensure that the deposit links forward from this quote when it’s converted to a job, and then onto the invoice that will be later generated.
Note: If you have Jobber Payments deposits will be recorded differently. Learn how.
Recording a deposit from the billing history box
If you collect a deposit from a client who does not have a quote or invoice currently on file, you can record it directly from their client page. Click New > Record Deposit from the billing history box. Later, once an invoice has been created you can apply the deposit to the invoice and then charge your client the remaining balance.
If you want to record a credit on the client's account balance, recording it as a deposit is often the best way to do this. In the future, when you have created an invoice for the client, you can apply the deposit towards the invoice balance.
Add a deposit on an invoice
To record a deposit on an invoice, open the invoice and click Actions > Edit. From the bottom totals area, select Add Deposit.
If there are deposits already created in the client's Billing history that have not been applied to an invoice or quote, you will have the option to apply it to your invoice now.