How do I accept Payments using Global Payments?

Accepting payments through Global Payments is as simple as sending Invoices to your customers from JobNimbus, just like always.

All Invoices that you send now will include a large green Make A Payment button for your customers to click and perform an electronic payment.

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

 

Global Payments - Payment Portal

Once the payment is made, Global Payments will create an "activity" under that Contact or Job's file regarding the payment.

 

Global Payments - Recorded Payment

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 Global Payments.

Note:

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