Email Statements and Receipts from Jobber

  • May 15, 2012
  • Sam Pillar
  • Tips & Tricks

Jobber has supported the ability to e-mail Invoices directly to your customers for quite some time, and this feature saves our users a lot of time stuffing envelopes and money on postage and stationary.

Over the past couple of months we’ve added, by request, Account Statements and Payment Receipts. Today we’re happy to announce that you can now e-mail Statements and Receipts to your customers right from Jobber, the same way you can with Invoices. This is something a lot of you have been asking for, and it’s sure to save some valuable time!

Print or EmailTo e-mail a Statement or Payment Receipt, simply open any existing Payment or create a Statement from the Transactions pane on any Client in Jobber and you’ll be given the option to either download a printable PDF or e-mail directly to the Client.

More information about Payment Receipts and Statements can be found in the Payment Tracking section of the Billing & Invoicing Jobber Documentation.

We hope you find this new functionality useful — we look forward to bringing you even more time and money saving features in the near future, so stay tuned!

The Jobber Team

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