With the mobile app, you can easily access, manage, and collect payments for all due and overdue invoices, estimates, and appointment-based payments — all in one place. This capability is designed to help you stay on top of your receivables and improve cash flow management with minimal effort.
How It Works #
- First, open the mobile app and log in with your account credentials. From the main dashboard, access the apps section.
- Next, click the card icon to access your POS.
- Tap on the Active Transactions menu.
Here, you will see a comprehensive list of all due and overdue invoices, including Estimates, Invoices, Documents & Contracts, and Appointment-related invoices. This makes it easy to monitor outstanding balances and take timely action.
- You can view, edit, or record payments directly from the invoice card by clicking its name.
- You can also swipe left or long-press on an invoice card to access additional options for managing your transactions efficiently.
- Tap Record Payment to collect payment using your preferred method. Payments can be collected using multiple payment methods, including Tap to Pay, Stripe, or Square payment readers, credit/debit cards, or cash.
Whether you’re in the office or on the go, this ensures a seamless payment experience. With this feature, you manage outstanding payments, reduce overdue balances, and keep your financial operations running smoothly. By centralizing all pending transactions and offering multiple payment options at the Point of Sale, we’re helping you get paid faster and with greater convenience.
If you haven’t updated to the latest version, make sure to do so today to take full advantage of this enhanced payment workflow!
Frequently Asked Questions #
Where do I view POS transactions on the mobile app? #
Open the apps section from the main dashboard, click the card icon to access your POS, then tap the Active Transactions menu.
What types of transactions appear in Active Transactions? #
You’ll see all due and overdue invoices, including Estimates, Invoices, Documents & Contracts, and Appointment-related invoices.
How do I record a payment for an invoice? #
Open the invoice card or swipe left/long-press to access options, then tap Record Payment and collect using your preferred method.
Which payment methods can I use? #
You can collect payment using Tap to Pay, Stripe or Square payment readers, credit/debit cards, or cash.
Can I edit an invoice from the mobile app? #
Yes. You can view, edit, or record payments directly from the invoice card by clicking its name.
Do I need the latest app version for this feature? #
Yes. Update to the latest version of the app to take full advantage of the enhanced payment workflow.
