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How Can I Handle the JobNimbus Payments Credit Card Fees?
Processing fees are charged each time a credit/debit card transaction is completed through JobNimbus Payments, but you can choose how those are handled in your account.
To continue to improve JobNimbus Payments and ensure that the tools and resources you have are the best and most in line with industry standards, we’ve made some changes to how you pass fees to customers.
Starting December 4, 2024, Pass Fee to Customer will be considered a Surcharge. Here’s what that means:
- Debit card transaction fees can no longer be passed to customers.
- For Visa transactions, you may only pass on a maximum surcharge of 3%.
- Mastercard, American Express, and Discover will allow a maximum surcharge of 4% on the fees passed to customers.
Surcharging laws can vary from state to state, so be sure you check with your local rules and regulations to ensure that you can pass a surcharge fee to your customers. If you work in a state where you can’t surcharge, please view this article on how to easily adjust your margin slider on your estimate.
The way you handle the surcharge is determined in your Payments settings within JobNimbus.
- Click on your profile icon in the top right corner
- Select Settings from the dropdown menu
- Select the Payments tab on the left-hand menu
The different ways you can handle the fees are as follows:
- Don't pass fee, don't add to margin
- This method will not pass the fee onto your customers; instead, you will pay the fee. The fees will not show on the invoice or be budgeted into your project.
- Pass fees to the customer
- This method will show the surcharge amount when the customer clicks into the "Make a payment" screen from the invoice.
- This method will show the surcharge amount when the customer clicks into the "Make a payment" screen from the invoice.
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- When choosing "Pass fees to customer", please refer to your local and state laws to learn about any potential restrictions involved in passing surcharging fees to your customers.
Note: If an invoice is created prior to adjusting these settings, it will not reflect the new configurations. It is recommended that you void or delete the old Invoice and create a brand new one in order for any changes to take effect