Financials

How Do I Text a Payment Link to My Customer on the Mobile App?

Text Your Customers a Link to Pay for Quick and Convenient Payment Processing.

On this Page:

Note: you must be signed up for both  Engage and JobNimbus Payments to access the text-to-pay feature.

For iOS: 

  1. Navigate to the Invoice you would like to request payment for and select the text icon


    Once you've selected the text icon, a new message will be generated through Engage.

  2. Within the generated message, you can edit the text content according to your needs.
  3. Finally, click the send icon to dispatch the message and complete the payment request.

For Android

  1. Navigate to the Invoice you would like to request payment for and select  "Request Payment"

    Screenshot_20230621-102220


    Once you've selected "Request Payment", a new message will be generated through Engage.

    Screenshot_20230621-102114
  2. Within the generated message, you can edit the text content according to your needs.
  3. Finally, click the send icon to dispatch the message and complete the payment request.

💡 If you do not have both Engage & JobNimbus Payments but want to use text to pay - Schedule a meeting with one of our Representatives to get started today!