With version v3.100.2 of 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
Log in to the mobile app using your preferred sub-account and navigate to the POS section via the bottom menu bar.
Next, 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!
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