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JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

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Financials

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35 results found

  1. Disable payments per invoice

    I would like to turn off the Global Payments option on an individual invoice instead of having to turn it off in settings for the whole account

    2 votes

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  2. Refunds in JN

    Better documentation for refunds processed in JobNimbus payments and have that pulled into JobNimbus so it can sync to QuickBooks properly.

    My accountant and I would be more than happy to provide feedback on how this would be beneficial for other users utilizing the sync as well

    Accountant email: jaredanderson777@gmail.com

    1 vote

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  3. Universal Payment Link

    I want a universal payment link I can put on our website that allows them to look up or pay their invoice by entering an invoice or estimate number

    1 vote

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  4. 1 vote

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  5. Re-enter account/routing number for JobNimbus Payments

    On the payment screen, have a field to enter the account number a second time to verify they match. That is what the issue has been for our returned payments and would avoid this from happening as often.

    1 vote

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  6. Avoid duplicate reference numbers

    When I log a payment for an invoice, and it makes me type in a reference number, I am afraid I will run into duplicates. Can you have it alert you if a reference number has previously been used?

    1 vote

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  7. Remove Collect a Payment Button on Paid in Full Invoices

    In the Payments Portal, after collecting a payment and paying an invoice in full, it still gives the option to collect a payment. Once paid, it shouldn't give the option to collect a payment again as it is very confusing.

    1 vote

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  8. Report on unapplied payments

    I would like to create a custom payment report that allows me to filter by applied and unapplied payments

    1 vote

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  9. Attach photo to payment

    It would be great if there was a way to attach a photo to a payment in JobNimbus in the financial tab. For example, if we log a check payment, being able to attach a photo of this check directly to the payment would be very helpful.

    1 vote

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  10. Split Payments show as Paid

    I would like to create an invoice that shows it as "paid" when there are split payments and the other payment isn't owed till later.

    1 vote

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  11. 1 vote

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  12. Customer info on withdrawals

    I would like to include the customer name on the withdrawal reports in the JobNimbus payments portal.

    1 vote

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  13. IINK--

    I would love it if yall did business with IINK!!! lots of us PA's and contractors use IINK and it would be awesome if this was part of your system as well.

    https://iinkpay.com/

    1 vote

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  14. Way to log Refund.

    The ability to log a refund within JobNimbus.

    1 vote

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  15. Enable Customer Autopay

    The ability to enroll homeowners in an autopayment plan, so that when we set terms as due monthly the customer doesn't have to manually make that payment each month.

    1 vote

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