Jobber How To - Setting Initial Balances in Jobber

Описание: In this video, I walk you through how to set initial balances for customers when transitioning to Jobber for invoicing. I provide two examples: one for a customer with an outstanding balance and another for a customer with a credit.

It's important to accurately record these balances to ensure smooth invoicing. If you have a request for a Jobber How To leave it in the comments or email me at [email protected]

0:00
Introduction to Initial Balances
3:00
Setting Up Customer Credits
6:00
Handling Payments and Invoices

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