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JobNimbus Feedback

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Financials

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How can we improve the financials?

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122 results found

  1. Total Estimate Discount Percent (%) on estimates, invoices

    Be able to have a line item availability on estimates (and invoice) at the bottom for discount percentages and dollar amounts. We give specific discounts and would like to be able to show these amounts in writing and have it calculate in the estimate and invoice based on the total of the job.

    73 votes

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    Gathering Feedback  ·  9 comments  ·  Estimates & Invoices  ·  Admin →
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  2. More Control Over Estimate Status Sync to QuickBooks

    We often have jobs with multiple revisions of a quote and multiple estimates. When this is synced with Quickbooks, it pulls over ALL estimates regardless of their status. Could we have the "denied" estimates either NOT sync with Quickbooks or at least sync to the inactive estimate status within quickbooks?

    Otherwise, we have to sort through them manually to determine which is the correct estimate to bill from etc.

    6 votes

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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Admin →
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