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Using JobNimbus
How Do I Text a Payment Link to My Customers?
Leverage the Power of Engage and JobNimbus Payments to Improve Your Payment Process for Your Customers and Your Business.
Note: you must be signed up for both Engage and JobNimbus Payments to access the text-to-pay feature.
Initiating the Payment Link
- Navigate to the Contact or Job and locate the Financials tab
- Within the Financials tab, locate the specific Invoice for which you want to request a payment
- Additionally, you can request payment directly from your Invoice View
- Additionally, you can request payment directly from your Invoice View
- Confirm the phone number from which you intend to send the Text Message, and review the content of the Text Message.
- Click Send
Customer Experience
- Now that your text has been sent, your customer will receive a text with the Payment Link.
- Once they click the Payment Link they will be given the option to pay through Credit Card or ACH. (Dependent on your JobNimbus Payment settings)
💡 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!