Jobber Payments

Collecting Payments on Invoices Through Jobber Payments

Once you've set up Jobber Payments (or another 3rd party payment integration), there are two ways to collect payments online.

 

How to Process a Payment Online

Once 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.

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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 saved 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. 

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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' button at the top 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, partial payments can only be collected online in your Jobber account.

 

 

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