Can I Collect a Down Payment in JobNimbus?

If you have Global Payments enabled, you can use the Payments feature in JobNimbus to collect down payments before you send out your invoice.

To request a down payment:

  1. Navigate to your Contact's file.
  2. Select Financials.
  3. Click "Add Payment" in the Payments panel.

    Global Payments - Down Payment - Click Add Payment button

  4. A list of options will appear. Select Request payment.

    Global Payments - Down Payment - Select Request option

  5. Type in your requested amount and a message to your customer, then click Next.

    Global Payments - Down Payments - Type Requested amount

  6. Check the box for who will receive the payment.
    Note: if you select "Other", you'll be able to manually add more email addresses for additional payees on the same job.

    Global Payments - Down Payments - Select payee

  7. Select Send email request.

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

To log a process a payment for your client:

  1. Navigate to your Contact's file.
  2. Select Financials.
  3. Click on "Add Payment"in the Payments panel.

    Global Payments - Down Payment - Click Add Payment button

  4. A list of options will appear. Select Process payment now.

    Global Payments - Down Payment - Select Process Payment

  5. Choose the amount that will be paid.

    Global Payments - Down Payment - Choose Payment Processed

  6. Process the payment by entering the payment credentials and save the payment.

To log a down payment you have received:

  1. Navigate to your contact's file.
  2. Select Financials.
  3. Click on "Add Payment"in the Payments panel.

    Global Payments - Down Payment - Click Add Payment button

  4. A list of options will appear. Select Log payment.

    Global Payments - Down Payments - Select Down Payment from payment option

  5. Log your payment in the Add Payment window.

    Global Payments - Down Payment - Log Payment

  6. Select Save payment.

You can also collect a down payment by clicking the 3 dots in the top right of the Contact information panel and selecting "Add Payment".

Additionally, if you have already created an invoice, you can click on the 3 dots to the right of the invoice and select "Add Payment" that way.

Once you have created the invoice, you can apply the down payment to the invoice. Read this article to learn how.