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 Contact or 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. Update the dollar amount being requested.
3. (Optional) Include a message to further describe the request.

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

Note: The completed payment will not associate with any invoice in particular. Check out this article for information on linking payments to invoices.

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 Pay icon and choose "Process Payment" from the drop-down.
  
  
  
  - OR -
  
  
• Option 2
  Open the invoice with a balance due, click the Collect payment button and choose "Process Payment" from the drop-down.
  
  
  
  
• Once you are directed to this screen:
  
  

1. Toggle the switch next to "Payment for Existing Invoice" to ensure the payment is associated with a specific invoice's open balance.
2. Adjust the amount to be collected. You can toggle the switch next to "Enter amount" to type in a custom dollar amount or choose a percentage of the total amount due.
3. If the payment will cover the full amount, the remaining balance will reflect as $0.00. Otherwise, the new amount due will show on this line.
4. The homeowner can choose how they want to pay, which will then direct them to a page where they can input either their bank account information (for E-Check) or their CC details (for Credit Card).
   1. The available payment method options will depend on how your JobNimbus Payments settings have been configured through the Web App.

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 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. Update the dollar amount being requested.
3. (Optional) Include a message to further describe the request.

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

Note: The completed payment will not associate with any invoice in particular. Check out this article for information on linking payments to invoices.

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 Pay icon and choose "Process Payment" from the drop-down.
  
  
  
  - OR -
  
  
• Option 2
  From the record's Financials overview page, click on the Pay icon in the top right corner and choose "Process Payment" from the drop-down.
  
  
  
  
• Once you are directed to this screen: