Using the Payments Tab in the Mobile App

About the Payments Tab

The Payments tab within Contact and Opportunity records in the mobile CRM app provides a centralized location for all payment-related activities. This allows you to handle billing and review payment history directly from the customer or deal you are focused on, eliminating the need to switch between different parts of the app.

Key Benefits

Integrating payment tools directly into Contact and Opportunity records offers several advantages for mobile users:

• Streamlined Workflow: Perform payment actions without leaving the current record, saving time and reducing navigation.
• Enhanced Context: View payment activity alongside relevant customer or deal information.
• Centralized Billing: Create invoices and estimates that are automatically linked to the specific Opportunity.
• Quick Access: Use filter chips to easily sort through different types of payment records like transactions, invoices, and estimates.
• Card Management: Manage a contact's saved payment methods directly from their profile.

Using the Payments Tab in a Contact Record

When you open a contact's profile, the Payments tab provides tools for managing that specific customer's payments.

From this tab, you can typically:

• Initiate an immediate charge (Charge Now).
• Create a new invoice.
• Create a new estimate.
• View and manage saved cards on file.
• See customer information like their lifetime value and start date.
• Use filter chips to view specific activity, such as Transactions, Invoices, or Estimates.

Using the Payments Tab in an Opportunity Record

Within an Opportunity record, the Payments tab helps you manage the financial aspects of a deal.

Available actions often include:

• Creating a new invoice linked to the opportunity.
• Creating a new estimate linked to the opportunity.
• Reviewing all payment activity associated with the deal.
• Checking the status of payments.
• Filtering the displayed records to find specific items.

How to Access the Payments Tab

From a Contact

1. Open the CRM mobile app.
2. Navigate to the Contacts section.
3. Select the contact you wish to manage.
4. Tap on the Payments tab.
5. Tap the Add icon (typically at the bottom of the screen) to see available actions like creating an invoice or charging the customer.
6. Use the filter chips to browse different types of payment activity.

From an Opportunity

1. Open the CRM mobile app.
2. Go to the Opportunities section.
3. Open the relevant opportunity.
4. Tap the Payments tab.
5. Tap the Add icon to create a new invoice or estimate.
6. Fill in the necessary details for the document.
7. Use the available filters to review linked payment records and statuses.

Note on Availability

The specific actions available in the Payments tab depend on your account's payment configuration, the connected payment provider, and your user permissions. Some features may require prior setup to be active.