Forum Discussion

jpqbn's avatar
jpqbn
Contributor 2
2 months ago

Partial Credit Adds to Money Owed

Team Jobber.  I noticed with some recent updates and now that we have the abilitiy to provide partial credits to clients that difference is now showing up in "amount owed".  This is not correct is it?  Does anybody know how to make sure that you dont have to take multiple steps with this or is this the way is has to be.  #jobberfinance

  • julie's avatar
    julie
    Jobber Community Team
    2 months ago

    Hey jpqbn! I thinkk you might be talking about partial refunds? If that's the case, to balance out your account I recommend adding a negative line item to the invoice involved. 
    I also suggest reaching out to our Success Team if you haven't already. 
    I’m curious what other members have to say about other potential workarounds.