Integrations
6 results found
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Missing Payment amount and type fields available on api and/or email templates
I'd like to automate based on the amount and type for example:
Cash/Check Payment -> Manager needs a task to make sure it gets to the bank
JobNimbus Payment -> Send to spreadsheet to consolidate for accounting dept.Can we get the following field available in either an email template, Zapier, or in the API?:
Amount (Amount of the purchase)
Method/Payment Type(Card, Bank, Cash, ect.)
Merchant (JobNimbusPayments, WePay, Global Payments)
RelatedRecordID/JNID
RelatedRecondNumber/ContactNumber/JobNumber
RelatedInvoiceID28 votes -
Multiple Payments Observations for Improvement
Thoughts on Payments and Areas for Improvement
Balance Details Missing Context [Medium Priority]
In the JobNimbus payment portal, the Balance Details section does not display the customer name, job name, or a running balance. Both the job name and a running balance should be included so users can quickly identify which job or customer the transactions belong to and easily spot where any negative balances originated.No Print or Export Functionality [Medium Priority]
Currently, the Balance Details cannot be properly printed or exported to CSV/Excel. While it is possible to copy and paste the data into Excel and manually create…1 vote -
Ability to Edit JobNimbus Payments Reference Number
"We have been told we cannot edit the JobNimbus payments reference section to our needs. We would like to be able to edit the reference # by adding EE representing Electronic Check without causing a sync error or even better have the payment method selection as ECheck not Check. This would greatly help with our QB record keeping. The payment method is an Electronic Check and we would like to show it as such in our records."
1 vote -
Send Payment Receipt
Would like to be able to send a receipt through Payments under the Financials tab (clicking the three dots only allows for Edit or Delete)
25 votes -
Exclude line items from getting convenience fee added to it with 'Build Into Margin' enabled
Ability to exclude line items from surcharge fee when fee is built into the margin
2 votes -
Access Profile Setting for Payments
In access profiles, have the ability to only give certain users access to edit or view payments.
5 votes
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