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Once you've set up Jobber Payments (or another 3rd party payment integration), there are two ways to collect a payment: manually on an invoice and by your client online through the client hub.
How to process a payment online
When an invoice has been created and marked as sent, you can manually charge the client's credit card from the open invoice. To do this click onto Collect Payment beside the Actions button.
From the pop up, you can edit the dollar amount that you’d like to charge (you cannot charge more than the invoice balance) and enter in the client's credit card information. If their credit card is stored on file you can choose to charge the existing card. After you confirm and select Charge, the payment will be processed and applied to the invoice. Once you collect the full invoice balance from your client, its status will automatically be updated as Paid.
How clients pay
When an invoice is emailed to your client, they will see the option to Pay Invoice.
Clicking the Pay Invoice button will take your client into the Client Hub to view this invoice online. There is a 'Pay Invoice' button at the bottom right of this page which will prompt a pop up requesting their credit card information in order to process the payment.
Payments collected through the Client Hub will automatically mark the invoice as Paid and record a payment in the client's Billing history. Clients will only have the option to pay the full invoice balance online. In order to charge a partial payment, you will need to collect the payment on the invoice in Jobber.
Jobber Payments reporting
When a Jobber Payments transaction is successful, you will be able to see it in the Jobber Payments reports. There are two reports that deal with Jobber Payments:
- Transactions report: This report shows all the transactions (payments, deposits, and refunds) you've processed using Jobber Payments as well as details like the fees associated with that transaction, last 4 card digits, card type, and total.
- Transfers report: This report breaks down each transfer into your bank account. You can also see if funds are in transit using this report. Clicking into each transfer shows the net amount, the collected amount, as well as fees.