Collect and Record Payments
Understand online payment collection, manual payment recording, refunds, partial payments, and invoice balance updates.
Understand online payment collection, manual payment recording, refunds, partial payments, and invoice balance updates.
Payments connect invoice collection to your financial workflow. Use payment tools to collect online payments, record manual payments, review partial payments, and handle refunds.
Online payments are available when your company has connected payment processing.
After setup:
Customers do not need a JobsiteOn login to open a valid invoice portal link.
Use manual payments for cash, check, bank transfer, or other externally confirmed payments.
When recording a manual payment, confirm:
Partial payments reduce the balance but do not fully close the invoice. Review the remaining balance before sending reminders or marking work complete.
Use refunds when money should be returned to the customer. Add a clear note so the invoice history explains why the refund happened.
If the payment was processed online, refund availability may depend on the processor and payment status.
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