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 Send the Invoice to the client and they can pay online.
You can process a credit card with Jobber online or the Jobber App. Learn more about Charging a Card in the Jobber App.
This article will go over processing the card from the Jobber 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.
Enter in the client’s credit card details or choose an existing card on file to charge.
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.
How to save a credit card
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.
On the Client page you can choose to Add a new stored credit card, or Edit an existing stored credit card. You will see the Stored payment methods area below the Billing history box. This will list all Stored Cards you have on file for this specific Client.
Selecting the + Add button will allow you to securely store a credit card without processing a transaction. After selecting this option you will see the following pop up
Here you can enter the card information as well as a Billing address (if it's different from the one on file for the Client). This Billing Address 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 Store Card and the card will be vaulted to this client’s page.
You can Edit or Delete any Stored cards, simply click onto the card from the Stored payment methods box and you will see the options to either Edit or Delete the card on file.
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 and this will store the card in the same way.
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