We’re excited to share an upgrade that keeps you in flow : you can now access a dedicated Payments tab directly inside Contacts and Opportunities on the mobile app. Create invoices/estimates, charge customers, manage cards on file, and review payment activity — all without leaving the record you’re working on.
What’s new
- Payments tab inside Contacts: A new Payments tab on the Contact detail screen to view and manage everything tied to that contact.
- Quick actions (Contacts): Charge Now (POS), New Invoice, New Estimate, Manage Cards on File — right from the contact.
- More customer context (Contacts): See Customer Lifetime Value and Customer Start Date up front.
- Payments tab inside Opportunities: A new Payments tab on the Opportunity detail screen to track activity linked to the opportunity.
- Quick actions (Opportunities): Create a New Invoice or New Estimate directly from the opportunity.
- Easy filtering: Use filter chips to switch between payment types (e.g., Transactions / Invoices / Estimates / Subscriptions where applicable).
How to use this feature
From a Contact
- Open a Contact → tap the Payments tab.
- Tap Actions → choose Charge Now, New Invoice, New Estimate, or Manage Cards on File.
- Use the filter chips to browse Transactions / Invoices / Estimates / Subscriptions.
From an Opportunity
- Open an Opportunity → tap the Payments tab.
- Tap New Invoice or New Estimate (auto-linked to the opportunity).
- Review linked payment activity and statuses right inside the tab.
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