- Help Center
- Financials
- Payments
How do I add a Payment?
Record Payments received from customers directly within JobNimbus.
To create a Payment:
- Navigate to a Contact or Job's page
- Open the Financials tab
- Click the blue +Add payment button
This will pull up the following window:
Here, you can:
- Add a Reference Number. This is entirely customizable and is for your own convenience.
- Change the Payment Amount.
- Include the Payment Date.
- Record the Payment Method.
- Choose an open Invoice that is attached to the Contact or Job to apply the payment toward.
- Save the Payment.
Already have a Payment added? Learn how to associate it with a new Invoice here.