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.

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).

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.