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Financials

Financials

Design Estimates, issue Invoices, track Payments, and more.

Estimates

How Do I Request a Signature From a Contact on an Estimate?

Can I Use Estimates To Create a "Good, Better, Best" Option?

How Do I Create an Estimate?

Can I Add Different Markups to Individual Line Items?

What Types of Other Financial Documents Can I Convert an Estimate To?

I Sent a Signature Request, but the Link Has Expired. Why Did This Happen?

Why Can’t I Delete an Estimate or Invoice?

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Proposals

How Do I Access Proposals Beta?

What is Proposals Beta?

How Do I Create a Proposal?

Smart Estimates

Troubleshooting your EagleView Smart Estimate

What Is the Smart Estimates Feature?

How Does the EagleView Integration Work With Smart Estimates?

How Do I Create a Smart Estimate?

How Do I Create a Smart Estimate Template?

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Invoices

How Do I Create an Invoice?

Can I Add a Negative Line Item to an Invoice?

What Types of Other Financial Documents Can I Convert an Invoice To?

Can a Customer Sign an Invoice?

What are the Different Invoice Statuses?

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Payments

How Do I Add a Payment?

What Happens if My Customer Has Overpaid?

Can I Add or Edit the Given Payment Methods?

How Do I Apply a Payment to an Invoice?

Can I Collect a Job Deposit or Down Payment in JobNimbus?

How Do I Accept Digital Payments in JobNimbus?

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Budgets

How Do I Enable Budgets?

How Do I Create a Budget?

Who Has Access to Budgets?

What Is Net vs. Gross Profit?

How Do I Establish Required Margins?

What Happens if My Margins End Up Lower Than the Required Percentage I Established in My Settings?

How Do I Pay Out Commissions?

I Have Created a Budget, but the Gross Margin Is Showing 0. Why Am I Not Seeing Any Amount?

Why Isn’t the Budget Template I Created Pulling the Line Items I Added?

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Credit Memos

What Are Credit Memos Used For?

How Do I Create a Credit Memo?

Can I Apply the Dollar Amount of a Credit Memo to an Invoice?

Material Orders

How Do I Enable Material Orders?

Who Has Access to Material Orders?

How Do I Create a Material Order?

How Can I Send Material Orders to my Customers and Suppliers?

What Types of Other Financial Documents Can I Convert a Material Order To?

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Work Orders

How Do I Enable Work Orders?

Who Has Access to Work Orders?

How Do I Create a Work Order?

Can I Create Custom Fields for Work Orders?

How Do I Send a Work Order to a Subcontractor?

Can I Manage Multiple Trades on One Project?

What Types of Other Financial Documents Can I Convert a Work Order To?

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Taxes

How Can I Add Tax information?

Products and Services

How Do I Separate Materials From Labor?

How Do I Add Products That Have the Same Name, but Different Prices?

How Do I Add Products & Services to JobNimbus?

How Do I Edit My Products and Services?

How Do I Enable Location-Based Products?

How Does Enabling "Location-Based Products" Affect My Financial Documents?

Why Isn’t My Product or Service Populating in the Line Item When Creating an Estimate?

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