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Financials

Financials

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

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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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?

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 and Edit Products & Services in JobNimbus?

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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