Forum Discussion

Conrad's avatar
Conrad
Contributor 4
22 days ago

Third Party Payment Platform Integration

Hi all,

We're based in Australia and don't have access to Jobber Payments/Wallet (yes I'm devastated about it and have been patiently waiting for years 😭). We are just chasing more and more overdue invoices so we are desperate to get an automatic payment platform in use and are going to pull the trigger very soon. 

The one we're looking at is Pinch Payments (https://getpinch.com.au/). 

The problem we'll have to deal with now is that it won't sync to Jobber. It will record payments to QBO, but then we need to have these payments recorded to Jobber. We can get our admin staff to do this, no biggie. But I'm wondering if anyone else outside US/Canada has implemented a third party payment solution and what process you're using? 

I believe there should be a way to automate this using tools like Zapier or N8N, but I just don't have the knowledge or time to investigate this myself. 

Cheers! 

3 Replies

  • You can’t unfortunately automatically apply payment to jobber invoices to mark them as paid as jobber does not allow 2 way sync on this.

    Can you run me through your workflow

    Are you creating an invoice in jobber 1st or quickbooks and how are you using or intending to use pinch - this can add a payment link to a QBO invoice when emailed is that correct?

    • Conrad's avatar
      Conrad
      Contributor 4

      Hey thanks for your reply - we're currently invoicing directly from Jobber and would probably prefer to keep it this way if possible. (We've got an admin onboard now, and have been getting him up to speed on Jobber, having him monitor invoicing is one of the next steps.) We use QuickBook Online for the bookeeping/accounting side of things, we do have the sync setup but to me it's easier and cleaner to keep our operations/daily usage all contained within Jobber. 

      So far the search has lead us to Stripe (which integrates with Jobber) and Pinch (which only integrates with QBO/Xero etc.), I really liked the idea of Stripe after reading this guide: https://matthewmetros.substack.com/p/automating-customer-billing-with?r=4e36e&utm_campaign=post&utm_medium=web&fbclid=IwY2xjawNep-NleHRuA2FlbQIxMABicmlkETE5Zk1RV3RJQXozVmNkMHBJAR6zvPTQiAi25oeedsSv8CPILNlcQ2dc33QuTa-wcEyi9hXJ5x16KNkEDZsAxw_aem_D7ypUuK7MdLvfGgeQDZuCw&triedRedirect=true

      But overall I still don't have a really clear idea of how the process would look using either option. Feeling like I'll just have to sink some time into this and start getting it setup so we can trial it and see how it works. 

      I was hoping to use N8N or similar to be able to handle any manual processing if needed.

  • rebecca's avatar
    rebecca
    Jobber Community Team

    Hi Conrad, thanks for posting about this and really appreciate the context you shared. I’ve passed this along to the right people on our Product Team as well, and we'll keep an eye on this thread and update you if we find anything useful to share too. In the meantime hoping others jump in with what’s worked for them. Thanks again!