How Do I Collect and Record Payments in JobNimbus?

On This Page

• Payments on Web
  • Text-to-Pay
  • Email a Payment Request
  • Record a Payment
• Payments on iOS
  • Text-to-Pay
  • Email a Payment Request
  • Process a Payment
  • Record a Payment
• Payments on Android
  • Text-to-Pay
  • Email a Payment Request
  • Process a Payment
  • Record a Payment

Payments on Web

Text-to-Pay

• Navigate to the Job that the Invoice was created on and click on the Payments & Invoices section. 
• Select the three dots next to the Invoice you would like to collect a payment for, and select Text Payment Request from the dropdown menu.
  
• This will open a text window, where you can review the recipient and the message containing the Invoice link.
• When you are ready, select the Send button to send your payment request.
  
  

Email a Payment Request

• Navigate to the Job that the Invoice was created on and click on the Payments & Invoices section. 
• Select the three dots next to the Invoice you would like to collect a payment for, and select Email Payment Request from the dropdown menu.
  
  
• In the email window, you can select an email template to include with your invoice or type a message in the text box. Then select the Send Email button.

• Once the email is received by the customer, they must click the link to view the invoice.

• In the payment window, the customer can select the option to pay the full balance or enter a custom amount and select the option to pay with electronic check or pay with a credit or debit card.
  

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

Record a Payment

• Navigate to the Job that the Invoice was created on and click on the Payments & Invoices section. 
• Select the three dots next to the Invoice you would like to collect a payment for, and select Add Payment from the dropdown menu.
  
  
• A window will open and ask if you would like to apply a credit from an existing payment or credit memo (if any credits are available). Select the credit memo or payment you would like to apply, or select the option to add a new payment.
• Enter the payment information and select the invoice you would like to apply it to, then select Save Payment.
  
  
  
  

Payments on iOS

Text-to-Pay

• Navigate to the Invoice you would like to request payment for and select the text icon at the bottom of the screen.

• Once you've selected the text icon, a new message will be generated through Engage.

• Within the generated message, you can edit the text content according to your needs.
• When you are ready, tap the send button to send your payment request.

Email a Payment Request

• Within the JobNimbus Mobile App, navigate to the Invoice you want to collect a payment for.

• Once you have opened the Invoice, tap on the Collect Payment button and select Request Payment.
• Here, you can:
  

1. Select the intended recipient(s) to whom the payment request will be emailed.
2. Enter the Payment Amount manually or by selecting a percent of the remaining balance.
3. Enter a note for your customer. 
4. Send your Payment Request by tapping the check mark.

• Once you complete the request, 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 Invoice you want to collect a payment for.

• Open the invoice with a balance due, click the Collect payment button at the bottom of the screen. Then, select Process Payment.
• Select the Payment Amount and Payment Method you would like to use (ACH/Electronic Check or Credit Card).
• Have your customer enter their account or card information.

• Review and complete the payment.

Record a Payment

• 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. Enter the amount being requested as a percentage or toggle the Enter amount option to apply it as a dollar amount.
3. Enter the payment date, payment method, and reference number.

Payments on Android

Text-to-Pay

• Navigate to the Invoice you would like to request payment for and select  Request Payment a the bottom of the page.

• Once you've selected Request Payment, select the mobile number you would like to send the request to. Then, a new message will be generated through Engage.

• Within the generated message, you can edit the text content according to your needs.
• When you are ready, tap the send button to send your payment request.

Email a Payment Request

• Within the JobNimbus Mobile App, navigate to the Invoice you want to collect a payment for.
• Tap on the tap on the Request Payment button and choose Email 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 Invoice you want to collect a payment for.
• Tap the Collect payment button at the bottom of the screen. Then, select Process Payment.
• Select the Payment Amount and Payment Method you would like to use (ACH/Electronic Check or Credit Card).
• Have your customer enter their account or card information.

• Review and complete the payment.

Record a Payment

• Within the JobNimbus Mobile App, navigate to the Invoice you want to collect a payment for.
• Tap 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. Enter the amount being requested as a percentage or toggle the Enter amount option to apply it as a dollar amount.
3. Enter the payment date, payment method, and reference number.