Jobber Payments

Quote Deposits and Jobber Payments

Using Jobber Payments your client can pay a Required Deposit on a Quote. When creating a Quote, just fill in the Required Deposit field - this can either be a % or $ amount. 

Once the Quote is saved and emailed to your client, this is how it will appear on their end:

They can then click 'Review & Pay Deposit' from their email to be taken into their Client Hub, and from the bottom of the page select 'Approve & Pay Deposit' to make that payment.

 

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 Administrator notifications are enabled for Jobber Payment Receipts, you will be emailed a notification that the client paid.

 

If the client already has a credit card that has been saved previously, you can charge that card for the deposit. Once you have created the quote with the required deposit, click Actions > Collect Deposit. This will allow you to charge the saved card, enter a new credit card to charge, or create a record if the client has paid with another method like cash or check.