Invoice Payment Methods

Understand the payment methods available in JobsiteOn including credit card, bank transfer, check, and cash, and how each is tracked.

Written by Chloe NguyenUpdated over a month ago3 min readBeginner

What this guide covers

This guide explains the payment methods available in JobsiteOn and how each one is recorded and tracked on your invoices.

Online payment methods

When online payments are configured, customers can pay through the portal using:

Credit and debit cards

Customers enter their card details on the secure payment form.
Payment is processed immediately.
The invoice status updates to Paid automatically.
A processing fee applies (see your payment provider terms).

Bank transfer (ACH)

Customers enter their bank account and routing number.
Processing takes 3-5 business days.
The invoice status updates to Paid once the transfer clears.
Lower processing fees compared to card payments.

Screenshot: The payment portal showing the payment method selection with credit card and bank transfer options.

Offline payment methods

For payments received outside the portal, record them manually:

Check

Record the payment with method set to Check.
Enter the check number in the reference field.
The invoice status updates based on the payment amount.

Cash

Record the payment with method set to Cash.
Add any relevant notes (for example, "Received on-site by technician").
Cash payments have no reference number.

Bank transfer (manual)

Record the payment with method set to Bank Transfer.
Enter the transaction ID in the reference field.

Other

Use the Other method for any payment that does not fit the above categories, such as money orders, PayPal, or trade credits.

Tip: Always include a reference number when available. This makes reconciliation with your bank statements much easier.

How payment methods appear in records

Each payment recorded on an invoice shows:

Payment amount
Payment date
Payment method
Reference number (if provided)
Who recorded it

Animation: The payment history section on an invoice showing two payments: one by credit card through the portal and one by check recorded manually.

Setting up online payments

To accept online payments:

Navigate to /settings/payments.
Connect your payment provider.
Once configured, the Pay Now button appears on all customer-facing invoice pages.

See Accept Online Payments for the full setup guide.

Note: Online payments are optional. You can use JobsiteOn for invoicing and manually record offline payments without connecting a payment provider.

Best practices

Enable online payments for the fastest path from invoice to cash.
Record offline payments on the same day you receive them.
Include reference numbers for every payment type that has one.
Review your payment provider's fee schedule to understand processing costs.

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