Table of Contents
Overview
Secure the job upfront by taking 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 Online: 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 to a client they'll be able to click Review & Pay Deposit to access that quote in the client hub.
Once in the client hub, they will need to select Approve & Pay Deposit to make that payment.
They will be prompted to sign and enter their credit card information. They can opt to save their credit card for future use.
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 Online
From the quote online you can 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 Add 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
It sometimes happens where you will be out in the field and your client wants to pay a quote deposit on-site. Locate the quote from their client page or the search and tap Approve Quote, you will be prompted to first collect a signature and then will be able to collect the deposit by entering the card details.
The default payment method will read Credit card and since stored credit cards do not transfer to the Jobber app, the card number will need to be manually entered or you can use the card reader to process the payment in person.
Mandatory card on file for quote deposits
When a client pays their quote deposit via Jobber Payments their card can be saved automatically with a particular Jobber Payments setting. Having their card saved upfront when paying a deposit means that when the quote is converted to a job that automatic payments can be enabled right away or that the card can be charged for future invoices.
In Jobber Online, click the Gear Icon > Settings > Jobber Payments. From the list of settings, toggle Mandatory card on file for quote deposits to ON.
With this setting enabled when your client makes a payment their card will automatically be saved and will appear as a stored payment method on the client's profile. 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.