Mobile Payments: Payments Tab inside Contacts & Opportunities

We’re excited to announce an upgrade that keeps you in your workflow ⚡: you can now access a dedicated Payments tab directly within Contacts and Opportunities on the mobile app. Create invoices and estimates, charge customers, manage stored cards, and review payment activity — all without leaving the record you’re currently working on.

• Payments Tab Inside Contacts

  : A new Payments tab on the Contact detail screen allows you to view and manage everything associated with that contact.

• Quick Actions (Contacts)

  : Options such as Charge Now (POS), New Invoice, New Estimate, and Manage Cards on File are accessible right from the contact.

• More Customer Context (Contacts)

  : View Customer Lifetime Value and Customer Start Date prominently displayed.

• Payments Tab Inside Opportunities

  : A new Payments tab on the Opportunity detail screen helps 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).

1. Open a Contact → tap the Payments tab.
2. Tap Actions → choose Charge Now, New Invoice, New Estimate, or Manage Cards on File.
3. Use the filter chips to browse Transactions / Invoices / Estimates / Subscriptions.

1. Open an Opportunity → tap the Payments tab.
2. Tap New Invoice or New Estimate (automatically linked to the opportunity).
3. Review linked payment activity and statuses directly within the tab.