Jobber Payments

Jobber Payments Preferences

You can edit a few default preferences for Jobber Payments. If you go to your Settings area within the account (Gear Icon > Settings) you will see Jobber Payments in the Side Navigation. 

 

Screen_Shot_2017-09-10_at_3.33.50_PM.png

 

Once here, you will see a few different options. First is the Admin Notifications, if enabled all of the Admins within the account will be sent an email when a Quote Deposit or Invoice is paid by one of your Customers. 

Client Notifications will send the Customer a confirmation email when a Payment or Quote Deposit is successfully processed. Having this "On" will default the check box to send the Client a Receipt when a Payment or  Quote Deposit is processed.

Screen_Shot_2016-11-24_at_2.50.20_PM.png

 

The Client Access options allow you to select if the Pay Now button will appear on the forms being emailed to your Customers. You have the option to disable this button on Quotes with a Required Deposit or Invoices. 

Was this article helpful?

Send Feedback

Jobber on your Phone

The Jobber Glossary

Confused by language we use in Jobber? Definitions right this way.

Get Reading!
Jobber on your Phone

Sign up for a Webinar

Tutorials for both those new to Jobber and long-time power users.

Sign Me Up!
Jobber on your Phone

Instructional Videos

We walk you through our biggest features and point out the essentials.

Let’s Watch!

Jobber Academy is your hub for everything small business. From residential cleaners to plumbers and contractors, if you work in the field, you’ll found the right resources.