Payment Status Options/Updates
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.
Sara Delgado
shared this idea
-
Anthony Viglione commented
With the QuickBooks integration, it pulls from the JobNimbus CRM itself, not JobNimbus Payments. So the payments portal not updating the record in JobNimbus results in inaccuracies in QuickBooks
-
Currently, returned payments do not update the status of the payment in the Financials tab. This should be updated whenever a payment is returned so that it's more clear.
-
Anonymous
commented
They need an automation to trigger based off of a deposit being made. In their current state, automations are unable to trigger based off of different payment types
-
Camille commented
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.