JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

Financials

How can we improve the financials?

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. 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.

    13 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    3 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →

    While we don’t currently have support for this on the JobNimbus side, if you’re using QuickBooks Desktop, you can add custom payment methods to QBD and then map them to existing ones in JobNimbus in order to have those sync properly.

    We’ll keep this on our list to address in a future update.

  2. A way to notate a "failed payment" on an invoice

    I wish there was a way to notate when a customer's scheduled bank ACH payment is returned NSF. We have a lot of financed customers paying monthly via automatic echeck method and we keep track of failed payments because the customer incurs fees. Right now we are adding them to the add payment anyways and they automatically revert to .01 that the customer has paid. This feature would be GREAT for us :)

    4 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Gathering Feedback  ·  2 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Total Payments Received on Payments/Financials

    When you get multiple payments from customers due to large jobs it would be nice to see the running total of payments on the payment screen so you do not have to sit and add them all up.

    2 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Reorder payment method options

    When applying a payment to an invoice the current default payment type is cash. For me, and I would probably guess many others, Checks would be more common. I would like to change the current static order to have Checks as default

    2 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

Feedback and Knowledge Base