Financials
42 results found
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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 -
Payment Receipt Notification Emails
Currently, when customers submit payments through JNP, the payment receipt email gets sent to the customer and sales rep. As the owner, I would like to receive these emails. Having a way to choose who these emails go to would be very helpful. The notification emails from the payments portal look different and I prefer the layout of these payment receipt emails.
5 votes -
Templates for Payment Requests
When texting a payment link through JN Payments I would like to be able to make templates to customize the payment request message. This is important to provide more specific information to the client when this is sent.
1 vote -
Store Credit Card Information
The ability to store credit card information
5 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.
5 votes -
The ability to have the ACH fee returned when a check bounces.
The ability to have the ACH fee returned when a check bounces.
3 votes -
The ability to connect multiple bank accounts when having multiple payment locations.
The ability to connect multiple bank accounts when having multiple payment locations.
2 votes -
Show JobNimbus Payments Status In JN
It would be nice if the statuses for JNP payments actually show up in JobNimbus.
3 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.
8 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 -
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.
5 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 -
Integration for Point of Sale card swipers
Add integration for point of sale swipe systems like Square or BBPOS
3 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 -
Disable Payments on Individual Invoices
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
5 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
13 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 -
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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