We are thrilled to announce our latest update to mobile payments - Active transactions inside the POS! Users can now head over to the POS, tap on the active transactions menu from the bottom bar, and accept payments for all due and overdue estimate, invoice, and appointment payments. This update is live on the v3.100.2 on LeadConnector, and Whitelabelled apps (update needs to be requested).
What’s new
- All due/overdue invoices in one place- You can now find all your due or overdue invoices in one location. You can choose to view the invoice, edit the invoice, or collect payment against that invoice.
- Collect payment for due/overdue invoices- Easily record payment for due or overdue invoices using Tap to Pay, Stripe or Square Payment Readers, Cards, or Cash.
How to use this feature
- Login to the mobile app with your preferred account.
- Head over to the POS section from the bottom bar of the mobile app.
- Open the Active Transactions menu from the POS bottom bar.
- You can now find all your due and overdue invoices, be it invoices, estimates, documents & contracts, or appointment based invoices.
- You can tap on the Invoice tile to Edit/View the invoice.
- You can swipe left on an invoice card or long-press to reveal more options.
- Tap on Record Payment to then collect payment against that invoice using your preferred payment method!
Availability
- LeadConnector v3.100.2
- Whitelabelled Mobile Apps(update needs to be requested)
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