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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…

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  1. Manage Active Transactions
  2. Availability
  3. Frequently Asked Questions

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?

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 What this shows Step 3 of 3: Appointment invoices What this shows Shows what this covers for step 3 of 3 in the "Manage Active Transactions" section of "Active Transaction Inside POS for Mobile Payments". 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. Step 3 of 3Image 1 of 3 What this coversAppointment invoices
      Fields in this part of the guide You’ll see all your due and overdue invoices, including:EstimatesDocuments & contractsAppointment invoices
      Buttons and menus referenced LoginTap on the POS iconOpen the Active Transactions menuTap on an invoice tile to view or editswipe left on an invoice cardTappayment methodmark the invoice as paid
      All 3 steps in this 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… What this shows Step 6 of 9: To start collecting payment, swipe left on an invoice card or long-press it to reveal more options. What this shows Shows what to click for step 6 of 9 in the "Manage Active Transactions" section of "Active Transaction Inside POS for Mobile Payments". 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. Step 6 of 9Image 2 of 3 What to clickTo start collecting payment, swipe left on an invoice card or long-press it to reveal more options.
    Fields in this part of the guide You’ll see all your due and overdue invoices, including:EstimatesDocuments & contractsAppointment invoices
    Buttons and menus referenced swipe left on an invoice cardLoginTap on the POS iconOpen the Active Transactions menuTap on an invoice tile to view or editTappayment methodmark the invoice as paid
    Next stepTap Record Payment.
    All 9 steps in this 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! What this shows Step 9 of 9: Complete the transaction and mark the invoice as paid! What this shows Shows what this covers for step 9 of 9 in the "Manage Active Transactions" section of "Active Transaction Inside POS for Mobile Payments". 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. Step 9 of 9Image 3 of 3 What this coversComplete the transaction and mark the invoice as paid!
    Fields in this part of the guide You’ll see all your due and overdue invoices, including:EstimatesDocuments & contractsAppointment invoices
    Buttons and menus referenced mark the invoice as paidLoginTap on the POS iconOpen the Active Transactions menuTap on an invoice tile to view or editswipe left on an invoice cardTappayment method
    All 9 steps in this 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.

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