Table of Contents
Overview
Get paid up to 4x faster when you offer your clients an online payment option, and securely save cards on file for future payments with Jobber Payments. Rates as low as 2.5% + 30¢. Learn more.
When you are in the field, you can charge a client before leaving the job site through Jobber Payments. To process their payment, you can:
- Collect payment
- by entering the card details
- by using the Jobber card reader
With Jobber Payments, you can collect deposits on quotes or process payments on invoices while out in the field.
How to process a payment
To process a Jobber Payment from the App, just navigate to a quote or invoice that needs to be paid and you will see the Collect Deposit (for quotes) or Collect Payment (for invoices) button towards the top of the screen. Tap Collect Deposit/Payment.
Manually
From the Collect Payment screen, select Credit Card - Fill out Form from the payment method dropdown. Double-check that the amount you're charging is correct. By default, the full invoice or quote deposit balance will be in the Amount field, but you may edit it if you wish to collect a partial payment.
If the client has a saved credit card, you will see that card as an option to charge in the app. To charge the card, select the button next to the card details and tap Charge.
If you are entering a client's card information for the first time and need to type it in, select the option for Use another payment method. This will open up the credit card details fields so that you can enter their name on the card, card number, expiry, and CVC. To save this card for future use, check the box for Keep this card on file.
The transaction will be processed and you will be given a confirmation message if the transaction is successful. If there are any errors and the transaction cannot be processed, you will also see a banner message letting you know that it didn't go through.
Card reader
We also offer a Card Reader which allows your clients to pay via Apple or Google Pay as well as by credit card. With the card reader we are also able to offer at 0.2% discount on your credit card fees for transactions processed through the card reader.
If you have a connected card reader, you will see the method as Credit Card - Pay with Reader, along with a prompt to swipe, tap, or insert the client's card.
Where can I see payments?
From the app, you can navigate to the Billing tab on the client to see a history of any invoices or payments processed for them. Use the dropdown menu to view invoices or payments.
You can click into a specific payment or invoice to get more information. Also if a client requested an additional receipt it can be sent from this page as well.
With the online version of Jobber, you will see the payment linked to this invoice and recorded in the client’s billing history. If the client paid the full balance of the invoice it will now be marked as PAID. If a new credit card was entered manually, it will now be securely stored under their billing history. Payments taken via the card reader will not appear as a stored payment method.
