Invoices, Payments, and Deposits

Invoicing Basics

Invoices in Jobber can be created from:

  • The Dashboard
  • An Invoice Reminder 
  • A Client's page
  • A Job Page

 

Creating an Invoice

To create an invoice from the client's page, go to their profile and click Actions > Invoice

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If there are any jobs for the client to be invoiced for, then they will appear on the next page. Check them off to include them on the invoice, or uncheck them to not include them.

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After you hit Next Step, it will take you to the invoice creation screen where you can fill out the details for the invoice. 

At the top, you can:

  • Include a Subject for the invoice
  • Click on the invoice number to change it
  • Click on the Issued Date to change it to a different day
  • Click on the payment net terms to change them
  • Add a new custom field for all invoices

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In the middle, you can:

  • Add line items from your services and products list

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At the bottom, you can:

  • Add a client message for this invoice
  • Change the client view for what they can see on the PDF of the invoice
  • Add a Discount
  • Edit the tax rate for the invoice
  • Add a Deposit

Screen_Shot_2017-07-02_at_4.13.36_PM.png

Once you have the invoice set up how you need it, you can save the invoice. 

Invoice Statuses

When an invoice is first saved, it will be in Draft status. It will not yet be included in your client's Billing History, or visible on Client Hub

The next step is to click Actions > E-mail to Client. This will send a copy of the invoice to your client. You can also click Actions > Mark as Sent, if you are printing a copy, or the client doesn't need a copy. 

After an invoice is emailed or marked as sent, it will go into Awaiting Payment status. 

Once you receive a payment you can click Mark Paid. If the invoice is not paid on time, it will go into Past Due status. 

If you are unable to collect payment from the client, you can click Actions > Mark as Bad Debt. This will remove the invoice from reports. 

Invoice Reminders

You can set up jobs to remind you to invoice at the correct times using invoice reminders. Learn more about Invoice Reminders

 

 

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