Jobber App

Invoicing in the Jobber App

 There are 2 ways to make an invoice in the Jobber App:

  • Marking a visit complete
  • Marking an invoice from the client's profile page

 

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 it's settings. 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 Email 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. 

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You can also click Edit in the top right to make changes, click 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.

Screen_Shot_2017-08-20_at_4.52.28_PM.png

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 Email 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. 

 

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