How Do I Accept Digital Payments in JobNimbus?

The steps outlined below are specific to the Web App.

For details on how to process digital payments through the Mobile App, check out this article.

Accepting digital payments is as simple as emailing invoices to your clients from JobNimbus, just like always.

All invoices that you send will include buttons through which a customer can either pay with electronic check or pay with credit card.

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Clicking one of the buttons will direct the customer to a payment screen where they can choose how much to pay and select their desired payment method.

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A receipt will then be sent to the Primary Contact and the Sales Representative of that Contact with details of the payment that was made through JobNimbus.

Note:

Changing the invoice's Status to "Void" will prevent your customer from making any payments through the link on the document.