How Do I Add a Payment?

Through the Web App

• Navigate to a Contact or Job's page
• Open the Financials tab
• Click the blue +Add payment button

This will pull up the "Add Payment" window.

Here, you can:

1. Add a Reference Number.
   1. This is required, but it can be anything you want, as it is for your own reference.
2. Record the Payment Amount.
3. Include the Payment Date.
4. Associate the Payment Method.
   1. These options cannot be customized. Learn more here.
5. Choose an open invoice that is attached to the Contact or Job to apply the payment toward.
6. Save the Payment.

Through the Mobile App 

Apple (iOS)

Within the JobNimbus Mobile App, navigate to a Contact or Job for which you want to record a payment. Choose one of the methods outlined below to record your payment.

• Option 1
  On the Financials overview page, click the dollar sign icon in the top right corner.
  
  
  
  
• Once here:
  
  
  

1. Toggle the switch next to "Payment for Existing Invoice" to associate the payment with a specific invoice's open balance.
2. Adjust the payment amount. You can toggle the switch next to "Enter amount" to type in a custom dollar amount or choose a percentage of the total amount due.
3. Change the date of the payment. By default, "today's" date will reflect.
4. Configure the method by which the payment was made.
5. Add a custom reference number. This is required, but it can be anything you want, as it is for your own reference.
6. If an invoice is being associated and the payment covers the full amount due, the remaining balance will reflect as $0.00. Otherwise, the new amount due will show on this line. If no invoice is associated, this line will only show "Payment amount".

• Option 2
  On the overview page of a specific invoice, click the Collect payment button.
  
  
  
  
• Once here:
  
  

1. The associated invoice's ID number will appear at the top, along with its current Status, due date, and remaining balance.
2. Adjust the payment amount. You can toggle the switch next to "Enter amount" to type in a custom dollar amount or choose a percentage of the total amount due.
3. Change the date of the payment. By default, "today's" date will reflect.
4. Configure the method by which the payment was made.
5. Add a custom reference number. This is required, but it can be anything you want, as it is for your own reference.
6. If the payment will cover the full amount, the remaining balance will reflect as $0.00. Otherwise, the new amount due will show on this line.

Android

Within the JobNimbus Mobile App, navigate to a Contact or Job for which you want to record a payment:

• On the Financials overview page, click the dollar sign icon in the top right corner.
  
  
  
  
• Once here:
  
  

1. Toggle the switch next to "Payment for Existing Invoice" to associate the payment with a specific invoice's open balance.
2. Adjust the payment amount. You can toggle the switch next to "Enter amount" to type in a custom dollar amount or choose a percentage of the total amount due.
3. Change the date of the payment. By default, "today's" date will reflect.
4. If an invoice is being associated and the payment covers the full amount due, the remaining balance will reflect as $0.00. Otherwise, the new amount due will show on this line. If no invoice is associated, this line will only show "Payment amount".

Scrolling further down the page will reveal the options to configure the method by which the payment was made and add a custom reference number. The reference number is required, but it can be anything you want, as it is for your own records.

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