Financials
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Invoice number and contact/job names tied to JobNimbus WePay notification emails.
It would be very helpful to have the invoice number and contact/job names tied to JobNimbus WePay notification emails. Currently you just received and email saying a payment has been received made by the card holders name.
This is very confusing if a spouse or someone other than the listed contact pays the invoice. We often receive payments but have no idea which invoice/contact/job it is meant for. See attachment.
Thank you!
3 votes -
Custom Payment Methods
Need to customize Payment Methods and be able to edit other payment methods. I.E. In house Finance, Greensky, PayPal, Square, ect.
16 votesWhile we don’t currently have support for this on the JobNimbus side, if you’re using QuickBooks Desktop, you can add custom payment methods to QBD and then map them to existing ones in JobNimbus in order to have those sync properly.
We’ll keep this on our list to address in a future update.
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A way to notate a "failed payment" on an invoice
I wish there was a way to notate when a customer's scheduled bank ACH payment is returned NSF. We have a lot of financed customers paying monthly via automatic echeck method and we keep track of failed payments because the customer incurs fees. Right now we are adding them to the add payment anyways and they automatically revert to .01 that the customer has paid. This feature would be GREAT for us :)
5 votes -
Total Payments Received on Payments/Financials
When you get multiple payments from customers due to large jobs it would be nice to see the running total of payments on the payment screen so you do not have to sit and add them all up.
2 votesThis would definitely be helpful, thank you for submitting it to us! I’ll pass it along to our dev team.
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Reorder payment method options
When applying a payment to an invoice the current default payment type is cash. For me, and I would probably guess many others, Checks would be more common. I would like to change the current static order to have Checks as default
2 votes
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