Jobber Payments

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

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You can then enter the client's billing information and charge for the invoice. 

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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. 

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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. 

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You can then fill in the client's credit card information and store the card. 

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The stored credit card information will then appear on their profile to be used for future transactions. 

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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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