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JobNimbus Feedback

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Financials

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35 results found

  1. New Payment screen causes more work

    The new payment screen requires you to enter payment amount twice. Why add work and possible mistakes? Please make it where you only enter once

    1 vote

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  2. JobNimbus Payments

    When a payment is cancelled, generate an email to the customer and to the company email. When the payment is cancelled, returned or voided remove it from the invoice where it was applied and show in Job Nimbus the updated status, such as "voided" , "returned", etc.

    2 votes

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  3. JN Payments = Major Reconciliation Hassle in Quickbooks

    There are two levels to this issue. We have down payments via JN enabled, which is the source of all the frustration. First, JN payments does a poor job of reporting the amount the customer was actually trying to pay us. Between ACH (we pay the fee) and credit cards (customer pays the fee) it has been very difficult for me to figure out the amount the customer was intending to pay. It should very clearly state the amount the customer is paying us, any fees WE are paying, and to a lesser extent any fees the CUSTOMER is paying.…

    1 vote

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  4. Pass ACH Fees to customer

    Pass ACH Fees to customer just the same as the Credit Cards Fee gets passed on to Customer.

    1 vote

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  5. Freeform Emails when sending payment request

    I would love to be able to free form emails when sending payment requests. I like to be able to personalize all of my messages.

    1 vote

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  6. Templates for Payment Requests

    When texting a payment link through JN Payments I would like to be able to make templates to customize the payment request message. This is important to provide more specific information to the client when this is sent.

    1 vote

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  7. 5 votes

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  8. 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…

    3 votes

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  9. 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

    13 votes

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    4 comments  ·  Payments  ·  Admin →
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  10. The ability to have the name of the paying customer on the receipt instead of the primary contact.

    The ability to have the name of the paying customer on the receipt instead of the primary contact.

    3 votes

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    1 comment  ·  Payments  ·  Admin →
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  11. Store Credit Card Information

    The ability to store credit card information

    4 votes

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    0 comments  ·  Payments  ·  Admin →
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  12. Payment Receipt Notification Emails

    Currently, when customers submit payments through JNP, the payment receipt email gets sent to the customer and sales rep. As the owner, I would like to receive these emails. Having a way to choose who these emails go to would be very helpful. The notification emails from the payments portal look different and I prefer the layout of these payment receipt emails.

    3 votes

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    1 comment  ·  Payments  ·  Admin →
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  13. Rejected payments should update in the financials tab

    Rejected payments in JobNimbus Payments should update in the financials tab in JobNimbus. Currently, rejected payments still show as though they were accepted and processed in the financials tab.

    2 votes

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  14. The ability to connect multiple bank accounts when having multiple payment locations.

    The ability to connect multiple bank accounts when having multiple payment locations.

    2 votes

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  15. 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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  16. The ability to have the ACH fee returned when a check bounces.

    The ability to have the ACH fee returned when a check bounces.

    3 votes

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  17. 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.

    4 votes

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    2 comments  ·  Payments  ·  Admin →
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  18. 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.

    5 votes

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  19. 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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  20. 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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