How Do I Accept Digital Payments Through the JobNimbus Mobile App?

With JobNimbus Payments, you can get paid even faster by accepting payments digitally on the go.

• Steps for Apple
• Steps for Android 

For iOS: 

Request a Payment

Within the JobNimbus Mobile App, navigate to the Job record for which you want to collect payment. 

• Click on the Pay icon and choose "Request Payment" from the drop-down menu.
  
  
  
  
• Once here:
  
  

1. Select the intended recipient(s) to whom the payment request will be emailed.
2. Toggle the option to apply the payment to an existing invoice and select the invoice to apply it to.
3. Update the amount being requested as a percentage or toggle the Enter amount option to apply it as a dollar amount.
4. Enter the payment date and payment method.

After you hit save, the customer will receive an email through which they can complete the requested payment.

Record a Payment

Within the JobNimbus Mobile App, navigate to the Contact or Job record for which you want to record a payment.

There are two different ways you can process a payment:

• Option 1
  From the record's home page, click on the Financials tab and select the dollar sign icon at the top of the page
  
  
  
  - OR -
  
  
• Option 2
  Open the invoice with a balance due, click the Collect payment button.
  
  
  
  
• Once you are directed to this screen:
  
  
  

1. Select the intended recipient(s) to whom the payment request will be emailed.
2. Toggle the option to apply the payment to an existing invoice and select the invoice to apply it to.
   1. This option will appear if you are using option 1, but not option 2 as it is already applying your payment to the invoice you have select the collect payment option form.
3. Update the amount being requested as a percentage or toggle the Enter amount option to apply it as a dollar amount.
4. Enter the payment date and payment method.

For Android: 

Request a Payment

Within the JobNimbus Mobile App, navigate to the Contact or Job record for which you want to collect payment. 

• Click on the Payment icon.
  
  
  
  
• Once here:
  
  

1. Select the intended recipient(s) to whom the payment request will be emailed.
2. Toggle the option to apply the payment to an existing invoice and select the invoice to apply it to.
3. Update the amount being requested as a percentage or toggle the Enter amount option to apply it as a dollar amount.
4. Enter the payment date, payment method and Reference number.

Process a Payment

Within the JobNimbus Mobile App, navigate to the Contact or Job record for which you want to collect payment. 

There are two different ways you can process a payment:

• Option 1
  From the record's home page, click on the Financials tab and select the dollar sign icon at the top of the page
  
  
  
  - OR -
  
  
• Option 2
  Open the invoice with a balance due, click the Collect payment button, then the Record payment button.
  
  
  
  
• Once you are directed to this screen:
  
  

1. Select the intended recipient(s) to whom the payment request will be emailed.
2. Toggle the option to apply the payment to an existing invoice and select the invoice to apply it to.
   1. This option will appear if you are using option 1, but not option 2 as it is already applying your payment to the invoice you have select the collect payment option form.
3. Update the amount being requested as a percentage or toggle the Enter amount option to apply it as a dollar amount.
4. Enter the payment date and payment method.