Deposit and/or Progress Payments + Receipts
Under Financials & Estimates, the ability to create "Payment Acknowledgements / Receipts" for deposits &/or progress payments without changing the status of the estimate to "Invoiced".
Another great feature would be one with the ability to send a deposit or progress payment request that ties into the estimate and shows any prior payments.
Anonymous
shared this idea
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AE 4L
commented
Carrie Jones - Did you come up with a work around for invoicing and down payments in JobNimbus? We are new to the software and are running into the same issue.
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Chris Richardson
commented
Co Construct is able to do this. Their program can actually bill strait from the estimate and budget to the estimate too
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Carrie Jones
commented
THIS WOULD BE EPIC! The current invoicing options in JobNimbus rolls the entire invoice to an open balance on our book of business--this is a problem because we're showing a balance for work not yet completed. Additionally, the split terms offered in invoicing is cumbersome to set up, difficult to track and confusing to our customers! AR is not fun right now and we're in the process of coming up with ANOTHER work around to improving our invoicing and collections process.
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Jim Cappelleri
commented
It seems to me that if you want to have people in field know if we have a down payment, they would need to see if a customer makes a payment when we have not recognized revenue yet
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Justin Kahmann
commented
Progress invoicing is the standard in the construction industry, I can't believe JobNimbus is missing this feature.
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Pat Hughes
commented
Automatically configure payment schedules. For example 10,000 roof
20% deposit $2,000
30% start. $3,000
50% complete $5,000 -
Anonymous
commented
We bill our jobs as a % of completion. We really need the ability to invoice as a % of the estimate or job and invoice the customer for this amount. In addition, the system should apply the amount invoiced to the job total and provide us with the amount of the job that remains to be billed. We need to track the billings until the job is complete and all of the billings have been made for the job. Once we finish the billing, the job would move from estimate to invoiced.