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Having a saved payment method allows you to charge a client's credit card right away when they need to make a payment. It also saves your clients time from having to re-enter their credit card details!
How to manually add a credit card
You can manually add a client's credit card as a saved payment method from the client page. When you have Jobber Payments setup, there will be a field for stored payment methods that appears under the billing history box.
Clicking the + Add button will allow you to securely add a credit card without processing a transaction. You will be prompted to fill out the client's credit card details.
Note: The billing address that shows here is associated to the credit card only and not the client.
You can also choose if this card is going to be the default method of payment for your client, that way the next invoice you process online will automatically show this card as an option to process with. Click Save and the card will be added to this client’s page.
To delete any saved cards, simply click onto the card from the Payment Methods box. You will see the options to delete this payment method. You can also chose to make a card the default payment method for the client by clicking Set as Default.
Another way you can manually add a client's credit card is by processing an invoice where the client is paying through Jobber Payments. When you process a client’s credit card from their invoice, there is a checkbox you can select to save the card for future use located below the billing address. This adds the card as a stored payment method.
Storing a card through the client hub
When a client pays an invoice or a quote deposit online and enters their credit card details, they have an option to check a box to store their credit card for future use. They see this option when they are making a payment.
How to charge a card a with Jobber Payments
Using Jobber Payments, you can either process a credit card in Jobber, or you can send the invoice to the client and they can pay online.
To process a payment for a client, go to the invoice you would like to collect for. Then in the top right, click Collect Payment.
If the client has a card on file already, that card will appear as an option for you to charge. You can also select another payment option and enter in a new credit card. If you don't have a saved card at all, you will be able to enter the card details in order to charge it.
After you charge the card, the payment will be applied directly to the invoice and can also be seen from the client’s billing history. When the full invoice balance has been collected, the invoice will be marked as paid.
Jobber Payments reporting
When a Jobber Payments transaction is successful, you will be able to see it in the Jobber Payments reports. There are two reports that deal with Jobber Payments:
- Transactions report: This report shows all the transactions (payments, deposits, and refunds) you've processed using Jobber Payments as well as details like the fees associated with that transaction, last 4 card digits, card type, and total.
- Transfers report: This report breaks down each transfer into your bank account. You can also see if funds are in transit using this report. Clicking into each transfer shows the net amount, the collected amount, as well as fees.