Collections
We have found a major piece missing from Jobber is a section for Collections. How do you handle collections? We have multiple jobs for one client and when calling on overdue invoices there isn't a s...
Forum Discussion
Until Jobber addresses this issue specifically, using the internal notes section on each individual invoice has been my best resource and tool for tracking collection attempts.
I like to use a coding system for my notations. For example, "10/24/24 - LM, EMd & TXd Inv., EMd stmt. mm." The translation being on 10/24 I left a message, then emailed and texted the invoice and also emailed a statement to the client. I use LF as my code when late fees are added to the invoice.
When I reach a client by phone, my note will say something like "10/24/24 PC (phone call) - client said they would pay by the 1st." Being able to keep track of what a client has said (or what I have told them) has been incredibly useful.
I prefer to keep the notes on the invoice instead the client's main page so that other staff members who are not involved in accounts receivable are not privy to this somewhat sensitive information.
