JobNimbus Feedback

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Financials

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  1. Negative Payments

    the ability to record negative payments for when something during a job goes wrong (for example) and a portion of the amount paid by the customer is refunded to them. A credit memo does not work, as it does not update the amount originally paid by the customer, per the total on the "payments" tab.

    3 votes

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    0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Custom Fields Inside Financials

    I would like to have a way to add custom fields to my financial/payments section and be able to add those fields as columns.

    4 votes

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    0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add Company Name to Payment Receipt Emails

    The Company Name needs to be included on the payment receipt emails that are sent by WePay.

    1 vote

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    0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Option to remove "None" as a payment method or change the default/first option in list

    The new payment method option "None" has been creating problems with or processes. We need a way to either remove it or have "Check" or "Credit Card" as the default/first option on the list.

    2 votes

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    0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

    25 votes

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    5 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →

    While 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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