Mobile Payments: Payments Tab inside Contacts & Opportunities

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.

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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).

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How to use this feature

From a Contact

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.

From an Opportunity

1. Open an Opportunity → tap the Payments tab.
2. Tap New Invoice or New Estimate (auto-linked to the opportunity).
3. Review linked payment activity and statuses right inside the tab.