How to Automatically Sync Jobber Invoices and Payments to Google Sheets

Articles| Automation
May 16, 2025•5 min read

How to Automatically Sync Jobber Invoices and Payments to Google Sheets

Scroll down to see the full video walkthrough

Table of contents

How to Automatically Sync Jobber Invoices and Payments to Google Sheets

Introduction

Step 1: Build Your Google Sheets Invoice Tracker

Step 2: Trigger When New Invoice is Created

Step 3: Populate Jobber Invoice URLs

Step 4: Update Invoice Status & Due Date

Step 5: Sync Jobber Invoice PDFs

Step 6: Log Payments Automatically

FULL VIDEO: How to Automatically Sync Jobber Invoices & Payments to Google Sheets

Bonus Tip: Use This Setup with Other Platforms

Conclusion

Introduction

Home service businesses using Jobber often rely on it for scheduling, invoicing, and client management. But when it comes to reporting, analytics, or integrating with other systems, Jobber’s built-in tools can fall short. That’s why many businesses choose to track invoice and payment data externally—usually in Google Sheets.

Syncing this data automatically saves time, reduces manual errors, and enables deeper insights. With tools like Zapier, you can automate the flow of invoice and payment data from Jobber into Google Sheets — no manual entry needed.

jobber-zapier-invoice-sync-google-sheets

Step 1: Build Your Google Sheets Invoice Tracker

  • 3 Worksheets Needed

Set up a single Google Sheets file with three separate worksheets to track everything related to your Jobber invoices:

  • Invoice Overview – Stores the main invoice details like client name, invoice number, status, service dates, subtotal, tax, total, balance, and links to the Jobber page and PDF.

  • Invoice Line Items – Tracks each individual service or product per invoice, including descriptions, quantities, unit prices, and line totals.

  • Payments – Logs every payment received, including the invoice number, payment date, payment amount, and a link to the payment receipt.

Step 2: Trigger When New Invoice is Created

The automation begins the moment a new invoice is created in Jobber.

  • Zapier captures the invoice and sends the data to the Invoice Overview sheet in Google Sheets.

  • Since each invoice can have one or multiple line items, the Zap loops through them and adds each as a new row in the Invoice Line Items sheet.

  • Dates like the issue date and service date are formatted properly before being inserted.

  • Because Jobber doesn’t include a subtotal field, the script calculates it manually by subtracting tax from the total.

This ensures your invoice tracker always reflects accurate and structured data, ready for filtering, reporting, or syncing elsewhere.

Step 3: Populate Jobber Invoice URLs

Jobber doesn’t automatically provide a direct invoice URL through Zapier, which means you can’t map it straight into Google Sheets. To fix this, you’ll need to create a workaround.

  • Open the invoice in Jobber and copy the unique ID from the URL.

  • Paste this ID into the subject line of the invoice.

  • This triggers a second Zap that:

    • Extracts the ID

    • Finds the matching invoice in the Google Sheet

    • Updates the row with a clickable Jobber URL (using the ID you added)

The result: each invoice in your sheet now includes a live link back to the Jobber invoice, allowing for quick access or auditing at any time.

Step 4: Update Invoice Status & Due Date

Once the invoice is sent to the client in Jobber, its status and due date change—but those updates won’t reflect in Google Sheets unless you capture them.

  • A Zap is triggered every time an invoice is updated in Jobber.

  • The Zap:

    • Formats the invoice due date

    • Re-checks the service and issue dates

    • Finds the invoice in the Google Sheet

    • Updates the relevant fields:

      • Invoice Status

      • Service Date

      • Issue Date

      • Invoice Due Date

This keeps your sheet aligned with what’s happening in Jobber in real time—especially helpful for tracking overdue invoices or following up on unpaid ones.

Step 5: Sync Jobber Invoice PDFs

Clients often ask for PDF copies of invoices. Jobber lets you send them manually, but syncing them to Google Sheets for internal use or archiving requires automation.

  • When you email a Jobber invoice to yourself with the PDF option checked, a Zap is triggered.

  • The Zap:

    • Filters for emails with the correct subject and attachment

    • Extracts the invoice ID

    • Uploads the PDF to Google Drive

    • Finds the matching invoice in your Google Sheet

    • Updates the row with a direct link to the PDF in Drive

This gives your team centralized access to every invoice document—organized, backed up, and searchable.

Step 6: Log Payments Automatically

When clients make payments in Jobber, you’ll want that data reflected in your Google Sheet—without lifting a finger.

  • The Zap triggers when a payment receipt email from Jobber hits your inbox.

  • It:

    • Filters for valid receipt emails

    • Extracts the invoice number and payment amount

    • Formats the payment date

    • Uploads the receipt PDF to Google Drive

    • Updates the Payments sheet with:

      • Invoice Number

      • Payment Date

      • Payment Amount

      • Receipt Link

It also ensures that your Invoice Overview sheet is updated to reflect total payments and current balance, so you know at a glance which invoices are paid, partially paid, or still open.

FULL VIDEO: How to Automatically Sync Jobber Invoices & Payments to Google Sheets

🎬 Video Credits

Video Title: How to Automate Jobber Invoices with Zapier – Full Tutorial

Creator: Josh No Code

Channel: Josh No Code on YouTube

Date Published: March 20, 2025

Watch on YouTube

Bonus Tip: Use This Setup with Other Platforms

  • The same automation principles can be applied to CRMs, databases, or dashboards that support Zapier, Make.com, or APIs.

Conclusion

With the right setup, you can turn Jobber and Google Sheets into a powerful, automated invoicing and payment system—no manual data entry required.

  • Invoices are logged instantly

  • Line items are tracked accurately

  • Payment activity is reflected in real-time

  • PDF receipts and links stay organized and accessible

And while this tutorial focused on Google Sheets, the same workflows can be applied to any platform that supports Zapier, Make.com, or an open API.

What’s one process you’d love to automate inside Jobber? Drop it in the comments—we’d love to hear it.

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