Table of Contents
Overview
You and your team can run your day-to-day operations from anywhere with our iOS and Android mobile apps. Available on the Apple App Store and Google Play Store.
There are 4 ways to make an invoice in the Jobber App:
- Marking a visit complete
- From a client under the billing tab
- Creating an invoice from the quick create menu
- From a job in 'Requires Invoicing' status
How to create an invoice by marking a visit complete
In the app, invoicing is triggered when a visit is marked complete. To mark a visit complete, click on the visit in the schedule then click Mark Complete. You'll then get the option to invoice now, or invoice later. If you choose invoice later, the job will go into Requires Invoicing status and can be invoiced for later. Tap Invoice Now, to start creating an invoice.
The prompt to invoice when a visit is complete depends on how the job is set up:
- If you have a One-off job, the option to Remind me to invoice when I close the job needs to be checked for the job in the edit screen. Then Jobber will ask you to invoice when you mark the visit complete in the app.
- For Recurring Jobs, the invoice schedule needs to be set to invoice After Each Visit.
After tapping Create Invoice Now, you will see a draft invoice with the same line items that were on the job.
They payment terms are filled in automatically based on your settings, but they can be edited in this invoice will have a different due date than the default. If you need to make any changes to the invoice, click the Edit button in the top right corner. You can also edit the tax rate for this invoice and add a client message.
If you have any invoice custom fields, they will appear in the Additional information section.
After you have the invoice filled out, you can tap Save in the top right corner.
On the next screen you can choose to Collect Payment for the invoice, or More Actions. More Actions contains actions such as emailing the invoice or sending it via text message.
If you have Jobber Payments turned on in your account, when you tap Collect Payment, you can select Credit Card, and process a credit card payment through the app. If your client is paying with cash or check, you can select these as payment methods to show that this has been collected from the client. For any other payment method, select 'other'.
Click More Actions > Collect Signature to have the client sign the invoice. If you need to make a note on the invoice, you can click on the Notes tab to add one here.
How to create an invoice from a client's profile page
To make an invoice from a client in the app, tap Search at the bottom of the screen. Then use the search by to type in the client's name and search for them. Tap their name, then tap on the Billing Tab. Here you will see a New Invoice button. Tap this to make a new invoice for the client.
Note: This invoice will not be associated with any jobs.
On the next page you can fill in the line items for the invoice by tapping Add Line Items.
You can also edit the payment terms, fill out invoice custom fields which appear in the Additional information section, update the tax rate, and add a client message.
Once you have the invoice filled out, you can tap Save. On the next screen you can choose to Collect Payment for the invoice, or More Actions where you can chose to send the invoice.
If you have Jobber Payments turned on in your account, when you tap Collect Payment, you can select Credit Card, and process a credit card payment through the app. If your client is paying with cash or check, you can select these as payment methods to show that this has been collected from the client. For any other payment method, select 'other'.
Creating an invoice from the quick create menu
You can create an invoice from the quick create menu, which you can access by clicking the green plus sign in the bottom right corner of the app.
Creating an invoice from this menu creates a one-off invoice. That means that it's not associated with a particular job the way it would be if the invoice was made by completing a visit.
The app will prompt you to select a client. Then you can add additional information like the issued date (if you leave this drop down blank, the date the invoice is sent will be populated here) and the payment terms. If you have any invoice custom fields, they can be filled out in the additional information section.
Since this is a one-off invoice, no line items are pulled from an existing job. You will need to manually add the line items by clicking the green Add Line Item button. When you add a line item, you can adjust the name, description, quantity, unit cost and cost.
If you need to add any discounts (either as a dollar amount or a percentage), it can be added below the subtotal. You can also select an existing tax rate or create a new tax rate by choosing the option for new tax rate from the tax dropdown. The total of the invoice will reflect any discount or taxes added to the invoice. There is also a field for a client message that you can use to add any other relevant information to the client.
Creating an invoice from a job in 'Requires Invoicing' status
If a job is in 'Requires Invoicing' status, an invoice can be generated from the job overview in the app. Jobs are put into required invoicing status based on the invoicing frequency that you set up while creating a job.
Tapping Generate Invoice will pull the line items from the job directly onto the invoice if the job was created without a repeating schedule, as a one-off job.
If your job has been created with a repeating schedule (also known as a recurring job) and also with visit based billing, tapping Generate Invoice will bring you to a list of visits that haven't been invoiced for yet. Here you can check off which visits you'd like to include on the invoice.
The list will show the schedule date of the visit as well as when it was completed. Visit statuses such as upcoming, completed, and overdue will also appear.
Once you have selected the visits to be included on the invoice, tap Next.
The line items from the visits will be pulled onto the invoice, as well as the service date for each line item for jobs with a repeating schedule.
The invoice will be in 'Draft' status upon creation, so any edits can still be made before the invoice is sent to the client.
Deleting an Invoice
If you need to delete an invoice from the app, navigate to the invoice and click Edit. Scroll down to the very bottom of the invoice and tap the text for Delete Invoice. You will be asked again to delete the invoice, so if you accidentally tap that button you can still back out of it. To permanently delete the invoice, tap Delete.
