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How can we improve the financials?

← Financials

Custom Payment Methods

Need to customize Payment Methods and be able to edit other payment methods. I.E. In house Finance, Greensky, PayPal, Square, ect.

47 votes

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Bobby Smith shared this idea  ·   ·  Report…  ·  Admin →

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  • Andrew Snyder commented  ·   ·  Report

    I agree Custom Payment tabs would be really beneficial because when we send thank you for your payment emails, I would like these emails to be custom based on example deposit payment, final payment ect...

  • Daniel Kepka commented  ·   ·  Report

    Hi, it has been 3 years since this comment from the Product Manager. I used to do a little programming back in my day before starting a roofing company. This should take no time to add more drop downs. Or better yet let us make custom payments. When will this be added? We need an ETA. 3 years is a long time.

  • Jeff Sprott commented  ·   ·  Report

    We have various payment options but the one that is the most prevalent is "Quickbooks" online payment option built into Quickbooks. We use payment methods for reports and data to predict and determine which payment method is preferred by our customers.

    Credit Card
    Cash - which we never use
    WePay
    Check
    Bank Wire
    Quickbooks

    Please add "Quickbooks" online payments as a payment method in your backend.

    I'm all for adding Square, Paypal, Venmo, etc etc. It seems a bit silly that you can't add all these payment methods. The point of the sync is that you understand Quickbooks and all their relevant fields. We would like to add various payment methods in the future but for now, Quickbooks Payments is what we are needing to be added. We could switch the QuickBooks payment method to Bank Wire but we do send bank wires from time to time for various vendors so changing it would create confusion when reports need to be ran.

  • Anonymous commented  ·   ·  Report

    We receive payment via many methods including financing, ACH, Bill Pay, Credit Card, Debit Card, Money Order, and the Square app. Can you add these methods of payment to JobNimbus so that our financial records can remain accurate? We use QBO, not desktop.

Financials: Payments

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