Charging and Saving a Credit Card
How to charge a card with Jobber Payments
Using Jobber Payments, you can either process a credit card in Jobber, or you can Email the Invoice to the client and they can pay online.
You can process a credit card either in the website version of Jobber, or in the App. Learn more about Charging a Card in the Jobber App. This article will go over processing the card in the website.
To process a payment for a client, go to the invoice you would like to collect for. Then in the top right, click Actions > Process Payment.
You can then enter the client's billing information and charge for the invoice.
If the billing information for the client was saved, then the prompt box will ask if you would like to charge the saved card, or use a different payment method.
After you charge the card, the invoice will be marked Paid, and the payment will be recorded in the client's Billing History box, on their profile.
How to save a credit card
To save a credit card for a client, go to their page in your account. On the right will be a Stored payment methods box. Click + Add, to add save a new card for the client.
You can then fill in the client's credit card information and store the card.
The stored credit card information will then appear on their profile to be used for future transactions.
If you email an invoice to a client to pay online, when they pay they can also choose if they want their billing information to be saved for future use.
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