What do you need help with?
It sounds like you might have some invoices that have been marked as Paid but don't have a payment recorded on them, reducing their balance. This can happen as there are two ways to mark an invoice as paid in Jobber, the first way is to click "Collect Payment" on an invoice. This will record a payment against the invoice total. Once an invoice has been fully paid, the status will change to Paid. This is the way we would suggest recording payments. The other way is to click More Actions > Mark as Paid, however this option only changes the status of the invoice to Paid and does not record a payment against the balance. This option tends to be used by folks who are taking payments in a method outside of Jobber who need a way to show an invoice has been paid, but aren't concerned about balances.
To correct invoices that have been marked as paid but don’t have a payment recorded, we first need to pull up a list of invoice that are ‘paid’ but still have a balance on them.
- Go to Reports > Invoices report
- Select a date range going back a few months in the Options section and click Apply Options
- In the Overview section click on the Paid line
- Using the Columns dropdown we want to make sure we have the client name, invoice number, total, balance and open options ticked
- On the report itself click the Balance header twice. We now have the invoices with outstanding balances at the top of the report
- Click on the first line ‘open’ icon (two small squares). This will open the invoice in a new tab
- Go to that tab, click More Actions > Re-open Invoice > Collect Payment and record the payment and the details. This will mark the invoice as paid and clear the balance for that invoice
- Close the tab, go back to the report and click the ‘open’ icon on the next line, repeat from step 7 for the whole list
If you know a client does not owe anything, but their account balance in their billing history box is showing a balance you might want to check the invoice section of their overview on the client page. For each of their paid invoices, there should be a $0.00 balance. If there is an invoice that is paid that has an invoice other than $0.00 it might indicate that there is a payment isn't associated with an invoice, or the the invoice might have been over or under paid.
If you are still having an issue figuring out the account balance, reach out to our Success Team. The Success Team will be able to help look into the balance issue.
You can find that setting by going to the Gear Icon > Settings > Branding. On this page there is an option for "open PDF configuration”. This will open a pop-up that has a tab on the top for "Invoices" with a checkbox for "Show Account Balance". You will want this checkbox to be deselected. When you save your changes, these changes will take effect for all your invoices going forward. It won't retroactively update your invoices. On individual invoices, you can also hide the account balance. You can do this by going to the invoice and clicking Edit. In the bottom left corner of the invoice, there is an option for Client View below the client message. You will want to click Change to view more options.
From these options, you can deselect the checkbox for Account Balance. When you save the invoice, this will remove the account balance from being visible to your client on this invoice.
If you have an idea for a feature or some feedback you can reach out to our Success Team.
Our Success Team logs every interaction whether it comes in by chat, phone, or email. All these interactions get tagged and fed into a channel where our product teams can review this feedback by topic. We track feedback based on feature, sentiment, and whether it's general feedback, a question, confusion, a bad user experience, or a discoverability issue.
We monitor this feedback as it comes in and our product managers review it weekly. This feedback is used to guide our future development!
We also have some further information in our Terms of Service https://getjobber.com/terms-of-service/
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