Jobber Payments Reports Updated May 04, 2026 21:41

Overview

With two reports, track your transactions and know when to expect a payout.

There are two reports that relate to Jobber Payments:

• the Transactions List: The Jobber Payments Transactions Report is where you can find a history of the payments collected through Jobber Payments. This includes payments, deposits, and refunds.
• the Payouts Report (Legacy): When Jobber Payments are deposited into your bank account, they are grouped into a lump sum which can include many transactions processed in the same day being included in the same payout. The payout report shows a history of your payouts.

Another way to your payouts is from the Payments tab on the side navigation. From the Payments page, select the Payouts tab to see your upcoming and paid payouts. Learn more about the Payments List Page and Key Metrics.

To navigate to your Jobber Payments reports:

1. Log in to Jobber.com
2. From the side navigation menu, select Insights then Reports.
3. From the Reports list, select the Jobber Payments Transactions List, or expand the Legacy Reports section to open the Jobber Payments Payouts report. 

Jobber Payments transactions list

The Transaction Report will show all payments, deposits, and refunds. This is a good report to reference to find out the details of each payment you've processed via Jobber Payments including the fee breakdown.

Set the date range for the report. By default the last 30 days will be selected from the "Entries within" drop down, however this can be customized to include transactions within a different date range. 

The report can also be filtered by transaction type. This includes payments, deposits, refunds, or all transaction types. 

Click Columns beside 'Receive Excel Copy' to customize what you can see on the report. We recommend selecting 'Fee $' as it is one of the most sought after columns for users to view and will show you the fees that are charged per transaction.

The columns that appear in the report are:

• Client name
• Date
• Time
• Type: includes payments, deposits, or refunds.
  • If a payment was not successful, it will show as "Payment (incomplete)" to indicate that it failed and your client was not charged.
  • If a payment is going through a review, it will show as "Payment (pending)". 
• Paid with: this includes Bank payment (ACH) or credit card.
• Paid through:  This column represents how the client paid. Options include:
  • Client hub
  • Tap to Pay
  • Mobile app
  • Automatic payments 
  • Jobber.com
• Total: this is the invoice or deposit total.
• Fee: the dollar amount from the total that went to fees.
• Card ending #: the last four digits of the card number or the last four digits of the bank account.
• Card type: Shows what type of credit card payment this was. For example, Visa, MasterCard, etc. 
• Invoice #: if the payment was made towards an invoice, this is the invoice number the payment is associated with.
• Quote #: if the payment was made as a deposit on a quote, this is the quote number associated with the payment.
• Payout #: once a payout has been generated with this transaction, the payout number will appear in this column.
• Open: click the squares icon to open the transaction details. 

The totals for the columns appear at the bottom of the report.

From the Open column, you can also click on a specific transaction to find more information. If you needed to issue a refund or email a receipt the pop-up shows buttons to issue a refund or drop down with options for the receipt. There will also be direct links to the quote and/or invoice.

View your Jobber Payments payouts

There is a legacy Jobber Payments payouts report, however the best way to view your payouts is from the Payments tab on the side navigation. From this page, click the Payouts tab to see a history of your upcoming and paid payouts.

Note: When Jobber Payments are deposited into your bank account, they are grouped into a lump sum which can include many transactions processed in the same day being included in the same payout.

Key metrics on the payouts list

At the top of the Payouts tab, you’ll see two summary sections:

• Upcoming payouts: This is the dollar amount of funds that that you have collected through Jobber Payments that are on their way to your bank account. Click View payouts from the upcoming payments section to see the individual payouts that make up this total.
  • Skip the wait: The funds listed here are available to be paid out as an instant payout to your bank. Click Pay Out Now initiate an instant payout.
• Deposited: Shows the total amount deposited in your bank account for both the current week and the current month. 
  Note: There may be a delay between the payout date in Jobber and when your bank releases the funds.

Filter and search the payouts list

Below the key metrics is a list of payouts. Each payout includes the following columns:

• Date: The date the payout was initiated. If a payout is still processing, the expected deposit date appears in parentheses.
• Type: Indicates whether the payout is Standard or Instant.
• Payout status: Displays the current status of the payout:
  • Upcoming: These are payouts where the funds will be deposited in the future.
  • Paid: These are payouts where the funds have been deposited to your bank account. 
• Net: The amount deposited into your bank account after fees have been deducted.

Use the Method and Date filters above the list to refine which payouts are displayed.

View individual payout details

To see the transactions included in a payout, click the arrow to expand a payout row. 

At the top of the payout, you'll see:

• The total payout amount with a status indicator to show if it's paid or upcoming

• The deposit date for this payout

• The delivery method for this payout (standard or instant)

• The payout ID

Below is a summary this payout, including:

• Count of payments (or other transactions like refunds)

• The gross total

• Tips included in the payments

• The total fees that were part of this transaction

Below is a breakdown of individual transactions that make up this payout payout, including:

• Time: The time this transaction occurred 
• Type: The type of transaction (for example, refunds, payments, or financing repayments)
• Details: Includes the client's name and payment ID
• Gross: The gross total of the transaction
• Tip: If a tip was part of the transaction, this column will show the tip amount
• Fees: Details about processing fees or instant payout fees deducted from the gross amount.

Each transaction record includes a timestamp for reference.

Legacy Jobber Payments payouts report

The legacy Jobber Payments payouts report will show the processed payments being sent to your bank account. When Jobber Payments are deposited into your bank account, they are grouped into a lump sum which can include many transactions processed in the same day being included in the same payout. The filter option at the top of this page allows you to view all payouts from within a specific time period.

To the right of the payout, you see its status. If a payout has a label for "Instant", that means it was an instant payout. Clicking into an instant payout shows this message: There are no transactions associated with instant payouts, they will appear on the next standard payout. The standard payout that follows an instant payout includes the details of the instant payout.

For instant payouts, the standard payout that follows will have the details of the instant payout.  

Payout statuses include:

• Upcoming: The payout has not yet been deposited. You can see the estimated deposit date.
• Paid: The payout has been deposited into your bank account. The deposit can take until the end of the business day to appear on your statement.

Please note that your first payout will take 5-7 business days to be deposited, once this has been successfully deposited your next payout(s) will take 2-4 business days. Learn more about payout windows.

Clicking into the payout will show you a summary regarding the amount collected/deposited and the fees associated with the transaction. The summary breaks down how many instant payouts, fees from instant payouts, payments (standard payouts), and refunds there were in this payout.

Below the summary, you can find the breakdown of the transactions that made up this payout.

The fees for payments are captured at a per transaction level, which is reflected in the fees column in the summary of the payout. The 1% fee for instant payouts is paid immediately and shows in the row for instant payout fees. 

Clicking on a standard payment will show a pop-up of the payment details that shows which invoice or quote it was collected against. Since instant payouts come from the balance of fund they aren't associated with particular invoices or quotes so they don't display additional payment details.