Financials
40 results found
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Discount Abilities for ACH Transactions
I would like to be able to provide a discount when customers use ACH to pay for their invoice.
24 votes -
Mass Email Payment Requests
have a button on the financials dashboard to send out the payment link to all customers with an open balance, and filter by status (great for deposits or week of install, or for final invoice/closeout)
2 votes -
Allow one payment to apply to multiple invoices and show the credit amount automatically
We ran one payment in JobNimbus Payments for two invoices on a job, and we weren't able to apply it to the two invoices, so we had to manually record it as two separate payments. It'd be really helpful to apply the payment to multiple invoices or at least to show a preview of the credit available on a payment if it was over the invoiced amount rather than having to manually create a credit memo.
2 votes -
Being able to apply a JNP payment to an invoice on a different related record
You are unable to apply a JobNimbus Payments create payment to a related invoice on a separate record. For instance if the JNP payment is logged on the job and you want to apply that payment to the invoice on the contact, it does not allow you, but you can do it with a manually created and logged payment.
1 vote -
Show DEBIT/CREDIT on Payments
With the new fee passing update of 12-4-2024, debit cards now result in the fee going to the Company. However, cardholders don't always know if their card is a credit card or a debit card. This results in potentially getting hit with a fee that is ~3% of the contract value. We need a way to handle this so it doesn't happen unexpectedly. Possibly something that tells the client if it is Debit or Credit.
5 votes -
Returned Payments Automatically Deducted from Invoice
If a payment is returned to have that deduct from what has been paid. Also would like it to show in Jobnimbus if there is a credit on an invoice after payments.
3 votes -
Immediate Payments Deposits
Would be nice to get them even earlier, even within 24 hours instead of the next business day. Jobr had a feature where they could pay a %1 fee to get it immediately, so maybe something like that.
3 votes -
Canceled Payments Notifications to Customer
When a payment is cancelled, generate an email to the customer and to the company email. When the payment is cancelled, returned or voided remove it from the invoice where it was applied and show in Job Nimbus the updated status, such as "voided" , "returned", etc.
5 votes -
Require Full Payments
Want to be able to change it to require customer to pay in full
3 votes -
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 around15 votes -
New Payment screen causes more work
The new payment screen requires you to enter payment amount twice. Why add work and possible mistakes? Please make it where you only enter once
1 vote -
6 votes
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JN Payments = Major Reconciliation Hassle in Quickbooks
There are two levels to this issue. We have down payments via JN enabled, which is the source of all the frustration. First, JN payments does a poor job of reporting the amount the customer was actually trying to pay us. Between ACH (we pay the fee) and credit cards (customer pays the fee) it has been very difficult for me to figure out the amount the customer was intending to pay. It should very clearly state the amount the customer is paying us, any fees WE are paying, and to a lesser extent any fees the CUSTOMER is paying.…
1 vote -
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…
4 votes -
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.
11 votes -
Pass ACH Fees to customer
Pass ACH Fees to customer just the same as the Credit Cards Fee gets passed on to Customer.
1 vote -
Freeform Emails when sending payment request
I would love to be able to free form emails when sending payment requests. I like to be able to personalize all of my messages.
1 vote -
Recurring Payments w/ Customer Payment Database
Functionality for recurring payments/saving customer payment information in JobNimbus
25 votes -
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.
9 votes -
The ability to have the name of the paying customer on the receipt instead of the primary contact.
The ability to have the name of the paying customer on the receipt instead of the primary contact.
3 votes
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