How Do I Accept Digital Payments in JobNimbus?

On This Page

• Steps for Web
• Steps for Apple
  • Request a Payment
  • Process a Payment
  • Record a Payment
• Steps for Android 
  • Request a Payment
  • Process a Payment
  • Record a Payment

 

Accepting Digital Payments on Web

Accepting digital payments with a payment processor is as simple as emailing invoices to your clients from JobNimbus.

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

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.

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.

 

 

Mobile Video Overview

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 dropdown menu.
  
  
• Once here:
  
  

1. Select the intended recipient(s) to whom the payment request will be emailed.
2. Enter the Payment Amount.
3. Enter a note for your customer. 
4. Send your Payment Request.

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

 

 

Process a Payment

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

There are two different ways you can process a Payment.

Option 1

• Click on the Pay icon and choose Process Payment from the dropdown menu.

 

OR

 

Option 2

• Open the invoice with a balance due, click the Collect payment button at the bottom of the screen. Then, select Process Payment.

• If using Option 1, select the Invoice you would like to process the payment for. If using Option 2, the Invoice will be selected automatically.
• Select the Payment Method you would like to use (ACH/Electronic Check or Credit Card).

• Have your customer enter their account or card information.
  

Select Submit Payment or Submit to complete the payment.

Record a Payment

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

There are two different ways you can process a Payment.

Option 1

• Click on the Pay icon and choose Process Payment from the dropdown menu. 

OR

Option 2

• Open the invoice with a balance due, click the Collect payment button at the bottom of the screen. Then, select Record Payment.

• Once you are directed to this screen:
  
  
  

1. View the Job name.
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 selected.
3. Enter 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.

 

 

For Android

 

 

Request a Payment

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

• Click on the Payment icon and choose Request Payment from the dropdown menu.

• Once here:
  
   

1. Select the intended recipient(s) to whom the payment request will be emailed.
2. Enter the Payment Amount.
3. Enter a note for your customer. 
4. Send your Payment Request.

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

 

Process a Payment

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

There are two different ways you can process a Payment.

Option 1

• Click on the Payment icon and choose Process Payment from the dropdown menu.

 

OR

 

Option 2

• Open the invoice with a balance due, click the Collect payment button at the bottom of the screen. Then, select Process Payment.

 

• If using Option 1, select the Invoice you would like to process the payment for. If using Option 2, the Invoice will be selected automatically.
• Select the Payment Method you would like to use (ACH/Electronic Check or Credit Card).

• Have your customer enter their account or card information.
  
• Select Submit Payment or Submit to complete the payment.

 

 

Record a Payment

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

There are two different ways you can record a Payment.

Option 1

• Click on the Payment icon and choose Record Payment from the dropdown menu.

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. View the Job name.
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 selected.
3. Enter 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.