Ability to enter payments made before an invoice is created
Often clients will send in Insurance payments to us, before the work is 100% completed/Invoiced. While we are able to enter these payments in QuickBooks, we cannot enter the payments into JobNimbus. We need to be able to look at the Financials in JobNimbus & see that a credit (payment) exists. Then when the Invoice is created, the payment should automatically apply (or even give us the option to manually apply it).
Aegis Admin Anderson
shared this idea
You can now enter payments independent of invoices, so even if you don’t have an invoice created, you can still record a payment to a contact or job. Learn more here: http://www.jobnimbus.com/blog/2016/06/30/june-update-x2-split-payments-mobile-2-0-beta/
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Aegis Admin Anderson
commented
If the ability to add a note directly to the Financials tab, it would be more useful.