Table of Contents
Overview
Secure the job upfront by collecting a deposit with a debit or credit card.
When a quote has a required deposit you can give your client an online payment option with Jobber Payments. There are three places where a quote deposit can be collected:
- Client hub: This is a self-serve payment option for your clients where they can pay their quote deposit through our secure portal.
- Jobber.com: If you already have a client's card saved or have their payment details handy, this option allows you to charge the saved card or enter their details to charge the card instantly.
- Jobber app: Are you out in the field and the client wants to pay while you're on-site? Enter their card details on the spot, or use the card reader to save on entry time.
Client hub
When a quote is emailed or texted to a client they'll be able to click View Quote to access that quote in client hub.
Once in client hub, the payment options are located on the right side of the quote. Clients can enter their payment details, then select Pay to submit their payment. They can opt to save their credit card for future use by checking the box for Remember this card for future payments.
Alternatively, they can also click Request Changes to enter their feedback if there is anything missing from this quote.
Note: Clients cannot make partial payments on quote deposits.
The system will then process the card and the client will receive a notification that the transaction was successful. If you view the client page in your account you will see this deposit recorded in the billing history box. If the client allowed the card to be securely stored for future use you will also see that information below the billing history box.
If notifications are enabled for Jobber Payment receipts, administrators will be emailed a notification that the client paid.
Jobber.com
When accessing jobber.com, click Collect Deposit located in the top right of the quote.
If the client has a credit card stored with you it will appear as the default payment method but you can choose to Use another payment method to charge a different credit card or choose an alternate method of payment if the client is not paying via credit card.
Jobber App
If you are on-site at a client's property and they want to pay their deposit there and then, it can be processed in the app from the quote.
To collect a deposit, first the quote will need to be removed from "Draft" status. Tap Send to send the client a copy of the quote they are agreeing to. This will change the status of the quote to "Awaiting Payment".
After tapping Approve, you'll be prompted to collect a signature first as part of the quote approval process. This will bring up a signature screen where the client can draw to sign to approve the quote. Then tap Confirm. The collected signature will appear on the quote PDF and be saved as a note.
If you don't require a signature, tap Skip at the bottom of the screen.
Next, for quotes you'll see the Collect deposit screen. The deposit amount will already be entered with the amount of the required deposit. Select the client's payment method by tapping on the Payment method field and choosing the payment method you would like to use.
There are several payment method in the Jobber app for deposits on quotes:
- Credit card or bank account (through Jobber Payments)
- If the client has any saved cards on file, select from those cards rather than entering the card details manually.
- To charge a new card, select Add new card to enter card details and charge the client's card through Jobber Payments. To save the card for future use, enable the toggle for Keep this card on file.
- Jobber card reader
- We also offer a Card Reader which allows your clients to pay via Apple or Google Pay as well as by credit card. With the card reader we are also able to offer at 0.2% discount on your credit card fees for transactions processed through the card reader.
- Offline payment methods – These are payments that you've collected outside of Jobber. You are not charging the client through Jobber with these payment methods, instead this is a record that you've collected these funds. After entering your offline payment method, to add any other information (such as the date, check number, etc) tap the Details field.
- Cash
- Check
- Bank transfer
- Credit card (processed outside of Jobber, such as with a point of sale machine)
- Cash App
- PayPal
- Venmo
- Zelle
- E-Transfer (this option is available in Canada)
- Other
To charge the client's card, tap Collect Deposit.
Require payment method to be saved for quote deposits
When a client pays their quote deposit through Jobber Payments, their payment method can be automatically saved using a specific Jobber Payments setting. Saving their card at the time of deposit ensures that once the quote is converted to a job, automatic payments can be enabled immediately, or the card can be charged for future invoices with ease.
To require a payment method to be saved on file, follow these steps:
- Navigate to the Gear Icon > Settings > Jobber Payments.
- From the "Quotes preferences" section of the settings page, enable "Require payment method to be saved on file".
- Select which payment options you'd like to accept on quotes. The options are:
- Both card and ACH payments
- Card payments only
- ACH bank payments only
With this setting enabled, your client's payment method will be automatically saved when they make a quote payment and will appear as a stored payment method in their profile.
Note: When this setting is active, Apple Pay and Google Pay will not be available as payment options for the deposit, as these methods do not save the card in Jobber.
When the client enters their card details, they will not see the checkbox option to keep the card on file. Instead, there is text that reads:
By paying this deposit you agree to have your card securely saved on file for future use by [Company Name].
Note: If you do enable this setting, consider giving your client a heads up that their card will be saved for future charges. Letting them know in advance about upcoming or recurring charges can help cut down on the possibility of a dispute.