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- Payments
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:
- Navigate to your Contact's file.
- Select the Financials tab.
- Click "+ Add Payment" at the top of the Payments panel.
- Select Request payment when prompted.
- Type in the requested dollar amount and a message to your customer, then click Next.
- 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. - 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:
- Navigate to your Contact's file.
- Select the Financials tab.
- Click "+ Add Payment" at the top of the Payments panel.
- Select Process payment now when prompted.
- Choose the amount to be paid.
- Enter the payment credentials and then save the payment to process.
To manually log a down payment you have received:
- Navigate to your Contact's file.
- Select the Financials tab.
- Click "+ Add Payment" at the top of the Payments panel.
- Select Log payment when prompted.
- Complete the fields in the Add Payment window.
- Select Save payment to log the details.
General information on adding payments in JobNimbus can be found here.
This article details how to associate a payment with an existing Invoice.