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 ðŸ˜). We are just chasing more and more overdue...
Forum Discussion
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?
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.