How Do I Collect and Record Payments in JobNimbus?

On This Page

• Steps for Web
• Steps for Apple
  • Text-to-Pay
  • Request a Payment
  • Process a Payment
  • Record a Payment
• Steps for Android 
  • Text-to-Pay
  • Request a Payment
  • Process a Payment
  • Record a Payment

Accepting Digital Payments on Web

Accepting digital payments with a payment processor is as simple as emailing invoices to your clients from JobNimbus.

All invoices that you send will include buttons through which a customer can either pay with electronic check or pay with credit card. 

Clicking one of the buttons will direct the customer to a payment screen where they can choose how much to pay and select their desired payment method.

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

For iOS

Text a Payment Request

• 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.

Request a Payment

• 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.

For 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.

Request a Payment

• 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.