How to change default payment options all OFF
I have had very good results with people paying by Venmo, Zelle, or personal check. I would like the ability in Settings to turn off ALL the default payment options BY DEFAULT, but it won't let me.
I can do it when I create the invoice, but it says "This won't get saved" -- yeah, I know. And I can't figure out if it's even possible to save it ALL OFF.
Also it would be nice to include Zelle and Venmo as payment options, but perhaps that's a bridge too far.
I completely understand the frustration. Jobber forces you to choose one of their native processing configurations as a global default—it stubbornly refuses to let you select "None" in that specific section. That is why you keep getting that annoying "This won't get saved" warning when you try to turn it off invoice-by-invoice.
The trick isn't changing the default payment type; it's shutting off the online portal entirely. Here is how we can lock this down globally so you never have to waste time flipping those switches manually again:
1. Kill the Online Portal Globally
- Head over to your Settings (the Gear Icon) and select Jobber Payments.
- Scroll down until you see the Invoices preferences section.
- Toggle Accept online payments in client hub to OFF.
This completely removes the credit card/ACH checkout prompt from all future invoices by default. You can still manually log a check, Zelle, or Venmo payment on your end whenever you receive it, but Jobber will stop prompting the client to pay online.
2. Setting Up Venmo & Zelle
You're right that a native button for Venmo or Zelle is a bridge too far for Jobber right now. However, since we are turning off the default portal, we can route your clients exactly where you want them by hardcoding your info directly into your automated invoice messages:
- Go to Settings > Emails and Text Messages.
- Click Edit next to New invoice.
- Drop a clear note right into the text body:
"To help us keep our rates competitive, we accept the following direct payment methods:
- Zelle: [Your Phone/Email]*
- Venmo: @YourHandle*
- Personal Check: Payable to [Your Business Name]"*
Once you flip that global toggle, you’re completely good to go—no more adjusting individual bills. Let me know if you hit any snags while flipping those settings. Hopefully this helps you take care of this problem!!!
