Jobber App

Invoicing in the Jobber App

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There are 3 ways to make an invoice in the Jobber App:

  • Marking a visit complete
  • From the client under the billing tab
  • Creating an invoice from the quick create menu

 

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. 

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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 Invoice Now, you can start filling out the invoice. Any line items on the job will transfer to the invoice. You can also add line items here. You can also click on Details, to set when the invoice is due and set it's issued date. 

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After you have the invoice filled out, you can click Save. 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.

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You can also click Edit in the top right to make changes, 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 'Clients' at the bottom of the screen. Then 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. This invoice will not be associated with any jobs.

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On the next page you can fill in the line items for the invoice. You can also click on Details, to set when the invoice is due and set it's issued date.

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Once you have the invoice filled out, you can click 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. 

 

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. 

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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.  

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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.

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