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JobNimbus Feedback

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Financials

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36 results found

  1. Toggle Button for credit card fees on estimate.

    We absolutely need a toggle button enabled to turn on and off credit card fees on each estimate not just an “all off or on” button. Not being able to switch this on for a contract payment the other day ended up costing us $900 in credit card fees. This needs to be fixed sooner rather than later. Thank you

    11 votes

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    0 comments  ·  Payments  ·  Admin →
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  2. 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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  3. Late fee after no payment by a certain date

    Please have a way to add a late fee after payment isnt made by certain date

    7 votes

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    Viewed  ·  1 comment  ·  Payments  ·  Admin →
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  4. 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.

    7 votes

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    0 comments  ·  Payments  ·  Admin →
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  5. 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.

    5 votes

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    0 comments  ·  Payments  ·  Admin →
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  6. Store Credit Card Information

    The ability to store credit card information

    4 votes

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  7. 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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  8. 4 votes

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  9. Accepting Down payments on jobs (Accrual basis of accounting)

    Has anyone found a good work around for accepting down payments for jobs that will not start for at least 4-6 weeks. We are on the accrual basis of accounting and currently JobNimbus has us doing an invoice for the down payment then posting a payment against that invoice. This invoice transfers to Quickbooks as unearned revenue which is where it's supposed to go. W

    Weeks later, when we start the job, we convert the estimate to an invoice when recognize the income. The problem is the people are getting confused as to what to tell the client they need…

    4 votes

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    Started  ·  1 comment  ·  Payments  ·  Admin →
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  10. 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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  11. 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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  12. Show Payment Reference on Invoice

    When I enter a payment reference or deposit reference number, I would like this information to be displayed on the invoice.

    3 votes

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  13. Monthly Payment Options

    Create a calculation for estimated financing options using amortized loan equation. Let the Nimbus user enter in the rate (r) and term length (n). Set a function to import the estimate total (P) into the equation. The (A) would be the box that shows the monthly payment on the estimates.

    Here's the equation:

    A = Payment amount per period

    P = Initial principal or loan amount (in this example, $10,000)

    r = Interest rate per period (in our example, that's 7.5% divided by 12 months)

    n = Total number of payments or periods

    The formula for calculating your monthly payment…

    3 votes

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  14. Add Company Name to Payment Receipt Emails

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

    3 votes

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  15. 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.

    3 votes

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  16. 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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  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.

    2 votes

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  18. 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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  19. 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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  20. 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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