With the mobile app, you can access, manage, and collect payments for all due and overdue invoices, estimates, and appointment-based payments, all in one place. It keeps your receivables organised so you can stay on top of outstanding balances with minimal effort.
How It Works
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.
Next, tap on the Active Transactions menu.
Here you'll see a list of all due and overdue invoices, including: Estimates, Invoices, Documents & Contracts, and Appointment-related invoices. This makes it straightforward to monitor outstanding balances and take action quickly.
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.
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 out and about, this keeps the payment process smooth.
This lets you manage outstanding payments, reduce overdue balances, and keep your finances on track. With all pending transactions in one place and multiple payment options available, you can get paid faster and with less friction.
If you haven't updated to the latest version yet, do so now to get the most out of this payment workflow.