Table of Contents
Overview
Invoicing for a job multiple times as work is completed is a way to improve your cashflow and provide your customers with digestible invoices, rather than one large final invoice.
With progress invoicing in Jobber, you can select a percentage of the job total for your client to pay, or select a dollar amount. Progress invoicing is an option for one-off jobs.
Progress invoicing availability
Progress invoicing is available as an open Beta. To join the Beta, navigate to the Gear Icon > Jobber Labs. From the Progress Invoicing card, select Turn on. Learn more about Jobber Labs.
When joining the lab, you'll be asked to acknowledge:
- That this feature is subject to removal at any time
- That the functionality of this feature may change as it improves
- This is an experimental feature and may contain minor bugs
How to progress invoice
Once you have enrolled in the progress invoicing Beta, when you select Generate Invoice on a one-off job, you will be prompted to select if you are invoicing for the entire invoice, or a portion.
Note: Progress invoicing is not supported when invoicing multiple jobs at the same time, or on recurring jobs.
Select Portion of the job total, then select how much of the job total you would like to invoice for. This can either be a percentage of the job total or a fixed dollar amount.
There is a progress bar that reflects you entered amount to visualize what has been invoiced for already, what will be included on this invoice, and what the remaining balance is.
Select Create Invoice to generate a draft invoice for your selected amount.
On the draft invoice, your selection for how much of the job total you're invoicing for will be reflected in the Due column. The line item quantity and total will be adjusted to reflect what is due on this invoice. The invoice subtotal will also reflect the portion of the job total that is being invoiced.
The percentage or dollar amount of the job you're invoicing for can be edited from the Due column, or from the Subtotal line.
Once the invoice has been created, if you need to adjust how much is due on this invoice, select Due. Then enter the due amount as a percentage or dollar amount. The line item's quantity and invoice total will be updated based on the new due amount.
Once you are satisfied with the invoice, select Save. Now this invoice ready to be issued to your client. Learn more how to send an invoice.
Deposits on progress invoices
If your client had previously paid a deposit towards this work, the deposit will be applied to the invoice as a payment.
When selecting the jobs you will be invoicing for, the deposit will be reflected under the Invoice amount heading.
The deposit will also be reflected in the job subtotal progress bar to show how much of this invoice has been paid already.
On the draft invoice, the invoice subtotal will reflect the due amount which is the sum of the paid deposit and the partial amount being invoiced.
Note: When making payments in client hub, clients will not be able to make partial payments on progressive invoices. The partial payments setting to allow the client to make partial payments for this invoice does not appear on invoices where a portion of the job is being invoiced.
Share your feedback
Progress invoicing is currently offered as a Jobber Lab. While our team is still developing this feature we want to hear from you! To share feedback about progress invoicing in Jobber navigate to the Gear Icon > Jobber Labs. From the Progress Invoicing card, select Leave Feedback.