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

Financials - Add Payment

This will pull up the following window:

Financials - Payment Builder

Here, you can:

  1. Add a Reference Number. This is entirely customizable and is for your own convenience. 
  2. Change the Payment Amount.
  3. Include the Payment Date.
  4. Record the Payment Method.
  5. Choose an open Invoice that is attached to the Contact or Job to apply the payment toward.
  6. Save the Payment.

Already have a Payment added? Learn how to associate it with a new Invoice here.