Automatically remind clients their invoice is due by email and/or text message, and give them an easy, one-click option to pay.
Are you still waiting on a payment from a client? You can send them an invoice follow-up to prompt them to pay their overdue invoice. Jobber will send out an automatic reminder to your client by email or text asking them to pay the outstanding balance. You can set two follow-up messages after the original invoice has been sent.
This can be set up by going to the Gear Icon > Settings > Notifications. The invoice follow-up setting is located in the section for Getting Paid.
Note: Invoices that have been sent prior to the invoice follow-up being turned on will still receive follow-up messages according to the follow-up schedule.
You can edit both the invoice follow-up schedules and template in one place by clicking Edit. By default, there will only one follow-up schedule but if you would like to remind your client twice about their invoice, click Add to add a second follow-up schedule. There can be a max of two invoice follow-ups that are sent automatically.
For each follow-up schedule, you can select whether you would like the follow-up to be sent the same day as the invoice's due date or a number of days after the due date.
Invoice follow-ups will be sent in the same method as the original invoice at the scheduled time. That means if you originally texted your client the invoice, they will receive a text follow-up. Invoices that have been marked as sent from the More Actions menu (instead of emailed or texted) will not have follow-ups sent out.
The invoice follow-ups are automatically sent in the same method as the original invoice to the same recipients (including CCs). This means if your invoice is sent via text the reminder will be sent via text as well. If your original invoice was sent by email and you included the invoice PDF as an attachment, the invoice PDF will also be sent in the invoice follow-up email.
Note: If you added other attachments in addition to the invoice PDF, the other attachments are not sent in the invoice follow-up email.
Both the original invoice and any follow-ups will appear in the client communications report. If attachments were included with these emails, they will also show in the client communications report.
You can change the default due date for new invoices in your work settings, or on each invoice individually.
The templates are where you can edit the follow-up message for both emails and texts. This message is sent along with a link to the Client Hub where they can view the invoice. If the follow-up is sent via email, there will will be a copy of the invoice PDF attached so that the client can also view the invoice right in their inbox. These templates can be customized with variables that populate relevant information, or you can add your own custom text to make it your own.
The invoice follow-up you client receives will look like this when sent by email:
And like this when sent by text:
Disabling follow-ups for individual clients
If you have a client that you'd prefer doesn't receive invoice follow-ups, this can be turned off on the client's profile. Go to that client's profile and click Edit. Under the client details, there is a section for automated notifications where you can toggle invoice follow-ups to OFF as well as opt the client out of other notifications.
Note: Invoice follow-ups are defaulted to ON for all clients unless changed.