Jobber Payments Reporting
There are two reports that relate to Jobber Payment- the Transactions List and the Transfers Report. These can be found in the Management area where you will now see a Jobber Payments section on the sidebar. Only Admin users will have access to Jobber Payments reporting.
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.
There is a column in this report that shows the fees that are associated with each transaction. If you don't see the column by default, you can set it up in the report by clicking the button in the top right that says "columns". From the list from this button, you will want to select the option for "fees". This will add a column in the report that shows the fees that were taken out of that transaction.
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. We have more information about the transfer window here.
Please note that your first Transfer will take 5-7 business days to be Deposited, once this has been successfully deposited your next Transfer(s) will take 2-4 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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