How do I associate a new Invoice with an existing Payment?

Payments can be recorded in your JobNimbus account before the Invoice has been made.

Once you've added a Payment to a Contact or Job's record and you're ready to apply it to a newly created Invoice:

  • Navigate to a Contact or Job
  • Open the Financials  tab
  • Select the 3 dots to the right of the Payment
  • Select "Edit" from the drop-down menu

This pulls up the Payment window where you can check the box next to the Invoice you want the Payment to be applied to. Select the blue Save Payment button when you're finished.

Payments - Choose Invoice to Apply

    Alternatively, you can click the 3 dots to the right of the Invoice and choose "Add Payment" from the menu.

    A pop-up window will appear, asking if you'd like to use an existing Payment. 

    add payment to existing invoice