Table of Contents
Overview
Invoices in Jobber Central gives you a centralized view of invoice activity and payment performance across all the business units in your organization. Instead of reviewing invoices one account at a time, you can monitor issued invoices, payments, and averages across your entire network from a single place.
With both high-level summaries and detailed invoice records available, the invoices section helps group operators understand cash flow trends, compare performance between units, and identify areas that may need follow-up or support. This makes it easier to stay on top of billing and payments as your organization grows.
Select the summary view or detailed view
Invoice tracking for Jobber Central includes two viewing modes:
Summary view: displays aggregated invoice metrics by business unit.
Detailed view: lists individual invoices for deeper analysis
Filter the invoice module
Invoice tracking for Jobber Central can be filtered by:
-
Date range: Select the Date filter dropdown, then select a date range. Your options are:
- Last week
- Last 30 days
- Last month
- This year
- Last 12 months
- All time
- Custom range
-
Unit: Select the Unit dropdown, then select:
- All units
- An individual unit
Columns on the invoice report
The columns that appear in the invoices module for Jobber Central varies based on if you're viewing the summary or detailed views.
The summary view includes columns for:
- Unit
- Invoices issued total ($)
- Paid invoices total ($)
- Issued invoice average ($)
The detailed view includes columns for:
- Unit
- Invoice number
- Client
- Status (draft, awaiting payment, past due, paid)
- Subject
- Dates (drafted, issued, paid)
- Totals
- Tax
- Balance
- Assigned user
Export invoice data
To export the data from the invoices module for Jobber Central, click the Export CSV button.
A CSV version of the invoices module will be sent to the same email address that you use when you log into Jobber.
Exporting to CSV is a good option if you need to work with the data in the report, print the report, or share it with someone who is not a user in your Jobber account.