# Active Transaction Inside POS for Mobile Payments > Active Transactions in the POS for Mobile Payments consolidates due and overdue invoices into one accessible menu where you can easily review, edit, and… - Source: https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/mobile-payments/active-transaction-inside-pos-for-mobile-payments - Section: Mobile & Desktop App / Mobile Payments - Reading time: 2 min - Images: 3, each explained below --- Active Transactions in the POS for Mobile Payments consolidates due and overdue invoices into one accessible menu where you can easily review, edit, and seamlessly collect payment on your phone. --- **TABLE OF CONTENTS** - [What are Active Transactions?](#what-are-active-transactions) - [Manage Active Transactions](#manage-active-transactions) - [Availability](#availability) - [Frequently Asked Questions](#frequently-asked-questions) --- # **What are Active Transactions?** **Transactions** are records where you are currently selling something to a customer. The parties, items and amounts have been recorded in a "transaction". An **Active** Transaction is simply a Transaction that has been started but hasn't been finished yet. **Active Transactions** is a feature in the mobile app POS that **consolidates all your due and overdue** invoices, estimates, and appointment payments in one place. This helps you avoid missed payments and makes it simple to collect what you're owed — quickly and on the go. You don't have to hunt through all Transactions to find the ones that still need payment. --- ## **Manage Active Transactions** How to use the Active Transactions feature in your mobile app: 1. **Login** to the GHL Customer Care mobile app (or LeadConnector/whitelabel app) using your subaccount credentials. 2. **Tap on the POS icon** from the bottom navigation bar. 3. **Open the Active Transactions menu** (located in the POS bottom bar). 4. You’ll see all your due and overdue invoices, including: - Estimates - Documents & contracts - Appointment invoices ![Step 3 of 3: Appointment invoices](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155049748009/original/LmWN2JYu8b4-n83VGiYaqpLMgElNX2oOVw.png) **Step 3 of 3: Appointment invoices** This screenshot accompanies step 3 of 3 in the "Manage Active Transactions" section of "Active Transaction Inside POS for Mobile Payments". At this point in the walkthrough you appointment invoices. For context, this section explains: How to use the Active Transactions feature in your mobile app. This part of the guide covers 4 fields, listed below. - What this covers: Appointment invoices - Fields: You’ll see all your due and overdue invoices, including:, Estimates, Documents & contracts, Appointment invoices - Controls: Login, Tap on the POS icon, Open the Active Transactions menu, Tap on an invoice tile to view or edit, swipe left on an invoice card, Tap, payment method, mark the invoice as paid Full procedure: 1. Estimates 2. Documents & contracts 3. Appointment invoices <- this image 5. **Tap on an invoice tile to view or edit** the invoice if needed. 6. To start collecting payment, **swipe left on an invoice card** or long-press it to reveal more options. ![Step 6 of 9: To start collecting payment, swipe left on an invoice card or…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155049748005/original/NLw-9OXtnlz-VMjhFY2tQSQssD_FAMMN7Q.png) **Step 6 of 9: To start collecting payment, swipe left on an invoice card or…** This screenshot accompanies step 6 of 9 in the "Manage Active Transactions" section of "Active Transaction Inside POS for Mobile Payments". At this point in the walkthrough you to start collecting payment, swipe left on an invoice card or long-press it to reveal more options. This part of the guide covers 4 fields, listed below. The next step is to tap Record Payment. - What to click: To start collecting payment, swipe left on an invoice card or long-press it to reveal more options. - Fields: You’ll see all your due and overdue invoices, including:, Estimates, Documents & contracts, Appointment invoices - Controls: swipe left on an invoice card, Login, Tap on the POS icon, Open the Active Transactions menu, Tap on an invoice tile to view or edit, Tap, payment method, mark the invoice as paid - Next: Tap Record Payment. Full procedure: 1. Login to the GHL Customer Care mobile app (or LeadConnector/whitelabel app) using your subaccount credentials. 2. Tap on the POS icon from the bottom navigation bar. 3. Open the Active Transactions menu (located in the POS bottom bar). 4. You’ll see all your due and overdue invoices, including: 5. Tap on an invoice tile to view or edit the invoice if needed. 6. To start collecting payment, swipe left on an invoice card or long-press it to reveal more options. <- this image 7. Tap Record Payment. 8. Select your preferred payment method (Tap to Pay, Stripe or Square payment reader, Card payment, Cash). 9. Complete the transaction and mark the invoice as paid! 7. **Tap** Record Payment. 8. Select your preferred **payment method** (Tap to Pay, Stripe or Square payment reader, Card payment, Cash). 9. Complete the transaction and **mark the invoice as paid**! ![Step 9 of 9: Complete the transaction and mark the invoice as paid!](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155049748028/original/u6h-UWSuzadblPx1fnyskeNLyHU-9CMrGg.png) **Step 9 of 9: Complete the transaction and mark the invoice as paid!** This screenshot accompanies step 9 of 9 in the "Manage Active Transactions" section of "Active Transaction Inside POS for Mobile Payments". At this point in the walkthrough you complete the transaction and mark the invoice as paid! This part of the guide covers 4 fields, listed below. - What this covers: Complete the transaction and mark the invoice as paid! - Fields: You’ll see all your due and overdue invoices, including:, Estimates, Documents & contracts, Appointment invoices - Controls: mark the invoice as paid, Login, Tap on the POS icon, Open the Active Transactions menu, Tap on an invoice tile to view or edit, swipe left on an invoice card, Tap, payment method Full procedure: 1. Login to the GHL Customer Care mobile app (or LeadConnector/whitelabel app) using your subaccount credentials. 2. Tap on the POS icon from the bottom navigation bar. 3. Open the Active Transactions menu (located in the POS bottom bar). 4. You’ll see all your due and overdue invoices, including: 5. Tap on an invoice tile to view or edit the invoice if needed. 6. To start collecting payment, swipe left on an invoice card or long-press it to reveal more options. 7. Tap Record Payment. 8. Select your preferred payment method (Tap to Pay, Stripe or Square payment reader, Card payment, Cash). 9. Complete the transaction and mark the invoice as paid! <- this image --- ## **Availability** Active Transactions is currently available in: - GHL Customer Care mobile app v3.102.0 and above - LeadConnector v3.102.0 and above - Whitelabel mobile apps (update needs to be requested) Important Notes - You need to be on the latest app version (v3.102.0+) to use Active Transactions. - The feature is supported for all subaccount users with access to POS. - You can still edit invoices before payment to correct any errors or add details. --- ## **Frequently Asked Questions** **Q: Can I edit an invoice before collecting payment? **Yes! Simply tap on the invoice tile to view and edit details before starting the payment process. **Q: What payment methods can I use in Active Transactions? **You can use Tap to Pay, Stripe or Square readers, direct card payments, or cash. **Q: Will this work for appointment invoices too? **Yes, appointment-related invoices are fully supported and appear in your Active Transactions list. **Q: Do I need to update my app? **Yes, you must update to v3.102.0 or above. Whitelabel app updates must be requested if not already available. --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com