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JobNimbus Feedback

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Financials

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36 results found

  1. Get Payment Link Button

    Right now you can only generate this link to JobNimbus Payments if you have Job Nimbus Engage on the Invoice Window. Add a button to simply copy the payment link you are already generating in the Payment Request Template.

    This will enable anyone in collections departments to be able to:
    -Paste the link anywhere, including their own text message channels
    -Send the link outside of Job Nimbus Engage
    -Not force us to use this weird work around to extract us
    -Not force us to buy into Job Nimbus Engage to even be able to use the work around

    9 votes

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    4 comments  ·  Payments  ·  Admin →
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  2. Batch ALL FEES associated with JN Payments ONCE per month!

    PLEASE process Credit Card and Check Payments exactly as they are requested/offered. THEN at the end of the month/or beginning of the following - deduct a ONE TIME PAYMENT of all fees batched together for the entire month. This will GREATLY simplify users accounting issues and stop each payment from having TWO line item payments associated with one invoice. It will remove the issues suffered due to additional fees. I truly believe you will get more buy-in on the JN payments option if you streamline and simplify the fees into ONE LUMP Payment. Vote Everyone! This will take away a…

    2 votes

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  3. Store Credit Card Information

    The ability to store credit card information

    4 votes

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  4. 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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    0 comments  ·  Payments  ·  Admin →
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  5. Payment status options

    Option to change payments to void or returned if they fail for any reason. Almost like an activity log for payments where even if payments bounced for any reason, you can see they've attempted to pay in the past and maybe even see if it's a recurrent issue with them.

    4 votes

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  6. 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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  7. 1 vote

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  8. JobNimbus Payments: Separate charge for ACH fee

    There should be a separately charged fee for ACH payments processed through JN Payments. We just started using the new payments system and it is really messing up our accounting by pulling the fee directly out of the invoiced amount.

    Example) Invoice for $2,600 --> $13 fee charged to us --> $ Received payment of $2,587

    Our quick workaround has been to alter the total invoice amount to the amount, post fee, so our synced payments can be tied to a specific job during our accounting/reconciliation. This will get exceedingly annoying if we keep using this payments system.

    3 votes

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  9. Better JobNimbus Payment Reports

    I would like to have access to reporting in JobNimbus Payments where I can differentiate withdrawals with fees instead of an entire lump sum.

    2 votes

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  10. 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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  11. Show JobNimbus Payments Status In JN

    It would be nice if the statuses for JNP payments actually show up in JobNimbus.

    2 votes

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  12. 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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  13. 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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  14. The ability to turn off payments for estimates and leave it on invoices.

    The ability to turn off payments for estimates and leave it on invoices.

    2 votes

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  15. Apply same amount to different invoice

    I need to know how to take payments that have already been applied to an invoice and apply them to a different invoice.

    2 votes

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  16. 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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  17. 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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  18. 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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  19. Accept/Apply payment to multiple invoices on Mobile

    I'd like to be able to apply a payment to more than one invoice or split the payment between multiple invoices.

    3 votes

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  20. Integration for Point of Sale card swipers

    Add integration for point of sale swipe systems like Square or BBPOS

    2 votes

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