Financials
36 results found
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Payment status options
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.
2 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.
2 votes -
Re-enter account/routing number for JobNimbus Payments
On the payment screen, have a field to enter the account number a second time to verify they match. That is what the issue has been for our returned payments and would avoid this from happening as often.
1 vote -
JN Payments: Move credit card surcharge and adjusted total payment info to after customer selects Credit Card. Confuses e-check payers.
Illustration/example, attached. Instead of the largest font/bolded Total with included credit card fees (before knowing how the customer will pay), show only the actual requested amount and add an asterisk to the Credit Card option about the added fee, which can be calculated and included on the next page of the credit card selection page flow.
6 votes -
Avoid duplicate reference numbers
When I log a payment for an invoice, and it makes me type in a reference number, I am afraid I will run into duplicates. Can you have it alert you if a reference number has previously been used?
1 vote -
Remove Collect a Payment Button on Paid in Full Invoices
In the Payments Portal, after collecting a payment and paying an invoice in full, it still gives the option to collect a payment. Once paid, it shouldn't give the option to collect a payment again as it is very confusing.
1 vote -
Apply same amount to different invoice
I need to know how to take payments that have already been applied to an invoice and apply them to a different invoice.
2 votes -
JobNimbus Payments: Separate charge for ACH fee
There should be a separately charged fee for ACH payments processed through JN Payments. We just started using the new payments system and it is really messing up our accounting by pulling the fee directly out of the invoiced amount.
Example) Invoice for $2,600 --> $13 fee charged to us --> $ Received payment of $2,587
Our quick workaround has been to alter the total invoice amount to the amount, post fee, so our synced payments can be tied to a specific job during our accounting/reconciliation. This will get exceedingly annoying if we keep using this payments system.
1 vote -
Report on unapplied payments
I would like to create a custom payment report that allows me to filter by applied and unapplied payments
1 vote -
Show JobNimbus Payments Status In JN
It would be nice if the statuses for JNP payments actually show up in JobNimbus.
1 vote -
JN Payment 'Pass fee to Customer' should not show on the estimate, only the invoice
Would like only the invoice to show two different totals with Credit Card vs Cash but not have it show on the estimate
1 vote -
Attach photo to payment
It would be great if there was a way to attach a photo to a payment in JobNimbus in the financial tab. For example, if we log a check payment, being able to attach a photo of this check directly to the payment would be very helpful.
1 vote -
Split Payments show as Paid
I would like to create an invoice that shows it as "paid" when there are split payments and the other payment isn't owed till later.
1 vote -
The ability to turn off payments for estimates and leave it on invoices.
The ability to turn off payments for estimates and leave it on invoices.
1 vote -
When filling out the JOB INFORMATION, please give us the option to enter both a physical address and separate billing address.
Many of our customers are big companies (their physical address is different than the billing address). So when processing credit card payments over the phone, it says that the payment failed because "address mismatch."
4 votes -
Accept/Apply payment to multiple invoices
I'd like to be able to apply a payment to more than one invoice or split the payment between multiple invoices.
3 votes -
Integration for Point of Sale card swipers
Add integration for point of sale swipe systems like Square or BBPOS
2 votes -
1 vote
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Default pay in full for JobNimbus Payments
An option to default to pay in full when customers go to make a payment
1 vote -
Show Payment Reference on Invoice
When I enter a payment reference or deposit reference number, I would like this information to be displayed on the invoice.
3 votes
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