Bank transfer payments: turn on, fees and timing.

Once card payments are on, press Enable bank transfers under Settings → Payments. Customers then get a Bank account choice on every invoice link, pay nothing extra, and the money clears in about 4 business days.

Steps

1. Open Settings → Payments and scroll to Bank transfers. If it reads Card payments must be on first., finish setting up JobField Pay.
2. Press Enable bank transfers. The toast reads Bank transfers enabled. when it is on at once, or Requested. Your account is under review. when it needs a review first. The Payments page shows anything still needed, and the section reads Live once bank transfers are on. Only owners and dispatchers can turn them on.
3. Send an invoice from the job with Send invoice, by Email or Text, as usual.
4. On the invoice link the customer presses Bank account, signs in to their bank and confirms the payment.
5. The job shows the payment as Pending until it clears. Once it does, the job reads Paid and the receipt goes out.

Good to know

What it costs. The fee is a small share of each transfer with a cap per transfer, and the exact figures are shown in the Bank transfers section. It is deducted from your payout. The customer pays nothing extra, and the credit card surcharge never applies to a bank transfer.

What the customer sees. The link offers Card and Bank account side by side. After confirming, the customer sees Bank payment started and gets the receipt once the money clears.

If the bank returns the transfer. The invoice balance is restored and you get a notification. Once bank transfers are on, they stay on.

Bank transfers work on invoice links only. The Collect payment sheet on a job takes cards, cash, check, Zelle and Venmo.