Can I Collect a Down Payment in JobNimbus?

Use the Payments feature in JobNimbus to collect down payments before you send out a final invoice.

To email a down payment request:

1. Navigate to your Contact's file.
2. Select the Financials tab.
3. Click "+ Add Payment" at the top of the Payments panel.
   
   
   
   
4. Select Request payment when prompted.
   
   
   
   
5. Type in the requested dollar amount and a message to your customer, then click Next.
   
   
   
   
6. Check the box for who will receive the request.
   Note: if you select "Other", you'll be able to manually add more email addresses for additional payees on the same job.
   
   
   
   
7. Select Send email request.

An email will be sent to your client allowing them to make a payment online.

To process a payment for your client:

1. Navigate to your Contact's file.
2. Select the Financials tab.
3. Click "+ Add Payment" at the top of the Payments panel.
   
   
   
   
4. Select Process payment now when prompted.
   
   
   
   
5. Choose the amount to be paid.
   
   
   
   
6. Enter the payment credentials and then save the payment to process.

To manually log a down payment you have received:

1. Navigate to your Contact's file.
2. Select the Financials tab.
3. Click "+ Add Payment" at the top of the Payments panel.
   
   
   
   
4. Select Log payment when prompted.
   
   
   
   
5. Complete the fields in the Add Payment window.
   
   
   
   
6. Select Save payment to log the details.