A new update to the mobile payment system is here, bringing powerful functionality straight to your fingertips. With the introduction of Active Transactions in the Point of Sale (POS) feature, users can now handle due and overdue payments for invoices, estimates, documents, and even appointments—all in one centralized place.

Whether you’re in the office or on the go, this update makes it easier than ever to stay on top of billing and get paid faster.

What’s New

Centralized Invoice Management

Now, all your outstanding financial documents are located in one place within the mobile POS:

• Invoices, Estimates, Contracts, and Appointments with due or overdue balances are grouped under Active Transactions.

• View, edit, or collect payment—right from your mobile device.

Flexible Payment Options

Record payments directly from your phone using multiple methods:

• Tap to Pay

• Stripe or Square Payment Readers

• Credit/Debit Cards

• Cash

Step-by-Step: Using the New Active Transactions Feature

Follow these simple steps to access and use this feature:

1. Log In

Sign in to the mobile app with your subaccount credentials.

2. Navigate to POS

From the bottom navigation bar, tap on the POS icon.

3. Open Active Transactions

Inside POS, tap the Active Transactions button located in the bottom menu.

4. Manage Invoices

In this section, you’ll see a list of all due or overdue:

• Invoices

• Estimates

• Documents & Contracts

• Appointment-related invoices

5. Interact with Transactions

• Tap any invoice tile to View or Edit the invoice.

• Swipe left or long-press an invoice card to reveal more options.

• Tap Record Payment to begin collecting a payment using your chosen method.