Jobber Payments settings
To customize preferences for Jobber Payments click on the Gear Icon > Settings > Jobber Payments. If Jobber Payments has already been setup by the account owner, you will see your Jobber Payments settings.
There are four main settings you can change:
- Payment notifications
- Automatically send email reciept
- Pay quote deposits
- Pay invoices
Administrator Notification will send a payment notification email to all of the admin users in the account, these are triggered when a quote deposit or an invoice is paid by one of your clients.
Client Notification will send your clients a confirmation email when a Quote Deposit or Payment is successfully processed.
Pay invoices and quote deposits
Turning the toggle ON will allow your clients to pay directly in their client hub by clicking Pay Now in the email they receive. If the toggle is switched to OFF, only users in your account can process credit card payments and there will be no option available in Client Hub. There are separate options for both invoices and quote deposits.
The bank details section is along the right side of the settings page. This is where you can view the connected bank account. There are also options to view your Jobber Payments payouts and transactions reports.
Disable Jobber Payments
If you would like to disable Jobber Payments, there is a link to disable Jobber Payments at the bottom on this page. Disabling Jobber Payments will remove the option for your clients to pay online on any outstanding invoices.