Jobber Payments Reporting
When using Jobber Payments you will have new Reports for the Transactions being processed in your account. In the Management area you will now see a Jobber Payments section.
The Transaction Report will show all Payments, Deposits and Refunds.
Like most Reports found within your Account you can specify a custom date range or use the default options. You can also Filter to show the different types of Transactions.
The Transfer Report will show the processed Payments being sent to your Bank Account. You will be shown any Transfers for a specific date range. The status of this Transfer will also be indicated. If the Transfer is listed as Paid it has been Deposited into your bank account. If the Transfer is In Transit it is currently being processed and you will see an expected date you will receive it.
Please note that your first Transfer will take 5 business days to be Deposited, once this has been successfully deposited your next Transfer(s) will take 2 business days.
Clicking into the Transfer will show you more details regarding the amount collected/deposited and the fees associated with the transaction.
You can also click into a specific Transaction to find more information, if you needed to issue a refund or email a receipt this is also possible. There will also be direct links to the Quote and/or Invoice.
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