Financials
36 results found
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Show JobNimbus Payments Status In JN
It would be nice if the statuses for JNP payments actually show up in JobNimbus.
2 votes -
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.
2 votes -
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 -
Accept/Apply payment to multiple invoices on Mobile
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 -
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 -
Late fee after no payment by a certain date
Please have a way to add a late fee after payment isnt made by certain date
7 votes -
Dates on Split payments. Leave the blank or modify later.
It would be great if we could create a split invoice without the need to enter a payment date for each percentage.
21 votes -
Toggle Button for credit card fees on estimate.
We absolutely need a toggle button enabled to turn on and off credit card fees on each estimate not just an “all off or on” button. Not being able to switch this on for a contract payment the other day ended up costing us $900 in credit card fees. This needs to be fixed sooner rather than later. Thank you
12 votes -
Disable payments per invoice
I would like to turn off the Global Payments option on an individual invoice instead of having to turn it off in settings for the whole account
3 votes -
Ability to select additional recipients for payment receipts
Have the ability to select additional recipients to receive the payments receipt when collecting a payment through Global Payments integration. Currently only the sales rep and primary contact get the receipt.
4 votes -
Monthly Payment Options
Create a calculation for estimated financing options using amortized loan equation. Let the Nimbus user enter in the rate (r) and term length (n). Set a function to import the estimate total (P) into the equation. The (A) would be the box that shows the monthly payment on the estimates.
Here's the equation:
A = Payment amount per period
P = Initial principal or loan amount (in this example, $10,000)
r = Interest rate per period (in our example, that's 7.5% divided by 12 months)
n = Total number of payments or periods
The formula for calculating your monthly payment…
3 votes -
Accepting Down payments on jobs (Accrual basis of accounting)
Has anyone found a good work around for accepting down payments for jobs that will not start for at least 4-6 weeks. We are on the accrual basis of accounting and currently JobNimbus has us doing an invoice for the down payment then posting a payment against that invoice. This invoice transfers to Quickbooks as unearned revenue which is where it's supposed to go. W
Weeks later, when we start the job, we convert the estimate to an invoice when recognize the income. The problem is the people are getting confused as to what to tell the client they need…
5 votes -
4 votes
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Negative Payments
the ability to record negative payments for when something during a job goes wrong (for example) and a portion of the amount paid by the customer is refunded to them. A credit memo does not work, as it does not update the amount originally paid by the customer, per the total on the "payments" tab.
8 votes -
Add Company Name to Payment Receipt Emails
The Company Name needs to be included on the payment receipt emails that are sent by WePay.
3 votes
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