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Payments

Payments Tab in Contacts and Opportunities on Mobile

Managing payment activity from the GHL Customer Care mobile app is now faster and more connected to the customer or deal you are already working on. The…

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  1. Key Benefits of the Payments Tab in Contacts and Opportunities
  2. Payments Tab Inside Contacts
  3. Payments Tab Inside Opportunities
  4. Payment Activity Filters
  5. How To Setup the Payments Tab in Contacts and Opportunities on Mobile
  6. From a Contact
  7. From an Opportunity
  8. Frequently Asked Questions
  9. Related Articles

Managing payment activity from the GHL Customer Care mobile app is now faster and more connected to the customer or deal you are already working on. The Payments tab inside Contacts and Opportunities lets you create invoices and estimates, charge customers, manage cards on file, and review payment activity without leaving the record. This helps teams save time, reduce navigation, and keep payment actions tied to the right customer or opportunity.

TABLE OF CONTENTS

What is the Payments Tab in Contacts and Opportunities on Mobile?

The Payments tab gives mobile users a dedicated payment workspace inside individual Contact and Opportunity records. Instead of switching between different areas of the app, users can access payment actions and payment history from the same place where customer or deal details are managed.

From a Contact, users can charge the customer, create an invoice or estimate, manage cards on file, and review related payment activity. From an Opportunity, users can create invoices or estimates that are linked to the opportunity and track related payment activity from the same tab.

Available actions may depend on your connected payment provider, payment configuration, app version, and user permissions. Related payment setup and card-on-file workflows are covered in existing GHL Customer Care payment articles.

Key Benefits of the Payments Tab in Contacts and Opportunities

The Payments tab helps teams complete payment tasks while staying in the customer or sales context. This is especially useful for sales, support, and field teams that need to send invoices, prepare estimates, or review payment activity from the mobile app.

  • Faster Payment Actions: Create invoices, estimates, and charges without leaving the Contact or Opportunity record.
  • Better Customer Context: View customer payment activity alongside the contact details your team already uses.
  • Connected Opportunity Billing: Create invoices and estimates from an Opportunity so payment activity stays connected to the deal.
  • Improved Mobile Workflow: Reduce app navigation by accessing relevant payment tools directly from the record.
  • Easier Payment Review: Use filter chips to review transactions, invoices, estimates, and subscriptions where applicable.
  • Simplified Card Management: Access card-on-file management directly from the Contact Payments tab.

Payments Tab Inside Contacts

The Contact Payments tab centralizes payment actions and payment activity for an individual customer. This helps users quickly collect payments, send billing documents, or review customer activity while viewing the contact profile.

From the Contact Payments tab, users can access actions such as:

  • Charge Now: Start a POS payment from the contact.
  • New Invoice: Create a new invoice for the contact.
  • New Estimate: Create a new estimate for the contact.
  • Manage Cards on File: Save, view, or remove customer cards on file.
  • Customer Lifetime Value: View the customer value information displayed in the contact payment area.
  • Customer Start Date: View the customer start date displayed in the contact payment area.
  • Filter chips: Browse payment activity by type, such as Transactions, Invoices, Estimates, and Subscriptions where applicable.

For detailed card-on-file steps, use the How to add and manage your customer's cards on file. GHL Customer Care’s related card article explains saving, viewing, and removing cards from a contact’s payment area in the mobile app.

Payments Tab Inside Opportunities

The Opportunity Payments tab helps users manage payment activity connected to a specific deal. This keeps invoices, estimates, and payment statuses close to the sales record so teams can understand billing progress without leaving the opportunity.

From the Opportunity Payments tab, users can:

  • Create a New Invoice
  • Create a New Estimate
  • Review payment activity linked to the Opportunity
  • Check payment statuses from inside the Opportunity
  • Use filters to view relevant payment records

Invoices and estimates created from an Opportunity are linked to that Opportunity. For more details about linking invoices and estimates to Opportunities, use the How To Link Opportunities with Invoices and Estimates.

Payment Activity Filters

Payment activity filters make it easier to focus on the type of record you need to review. Instead of scrolling through all payment activity, users can switch between available payment types using filter chips.

Depending on the record and available activity, filters may include:

  • Transactions
  • Invoices
  • Estimates
  • Subscriptions

How To Setup the Payments Tab in Contacts and Opportunities on Mobile

Proper setup helps ensure the right payment actions are available when users open a Contact or Opportunity. Some actions may depend on account configuration, connected payment providers, saved customer payment methods, and user permissions.

From a Contact

  1. Open the GHL Customer Care mobile app.
  2. Navigate to Contacts.
    Step 2 of 7: Navigate to Contacts What this shows Step 2 of 7: Navigate to Contacts. What this shows Shows where to go for step 2 of 7 in the "From a Contact" section of "Payments Tab in Contacts and Opportunities on Mobile". This screenshot accompanies step 2 of 7 in the "From a Contact" section of "Payments Tab in Contacts and Opportunities on Mobile". At this point in the walkthrough you navigate to Contacts. For context, this section explains: Open the GHL Customer Care mobile app. Navigate to Contacts. Open the contact you want to manage. Tap the Payments tab. Tap Add Icon available at the bottom. Choose one of the available actions. Use the filter chips to browse payment activity by type, such as. This part of the guide covers 4 fields, listed below. The next step is to open the contact you want to manage. Step 2 of 7Image 1 of 9 Where to goNavigate to Contacts.
    Fields in this part of the guide TransactionsInvoicesEstimatesSubscriptions, where applicable
    Next stepOpen the contact you want to manage.
    All 7 steps in this procedure
    1. Open the GHL Customer Care mobile app.
    2. Navigate to Contacts. this image
    3. Open the contact you want to manage.
    4. Tap the Payments tab.
    5. Tap Add Icon available at the bottom.
    6. Choose one of the available actions.
    7. Use the filter chips to browse payment activity by type, such as:
  3. Open the contact you want to manage.
  4. Tap the Payments tab.
    Step 4 of 7: Tap the Payments tab What this shows Step 4 of 7: Tap the Payments tab. What this shows Shows what to click for step 4 of 7 in the "From a Contact" section of "Payments Tab in Contacts and Opportunities on Mobile". This screenshot accompanies step 4 of 7 in the "From a Contact" section of "Payments Tab in Contacts and Opportunities on Mobile". At this point in the walkthrough you tap the Payments tab. For context, this section explains: Open the GHL Customer Care mobile app. Navigate to Contacts. Open the contact you want to manage. Tap the Payments tab. Tap Add Icon available at the bottom. Choose one of the available actions. Use the filter chips to browse payment activity by type, such as. This part of the guide covers 4 fields, listed below. The next step is to tap Add Icon available at the bottom. Step 4 of 7Image 2 of 9 What to clickTap the Payments tab.
    Fields in this part of the guide TransactionsInvoicesEstimatesSubscriptions, where applicable
    Next stepTap Add Icon available at the bottom.
    All 7 steps in this procedure
    1. Open the GHL Customer Care mobile app.
    2. Navigate to Contacts.
    3. Open the contact you want to manage.
    4. Tap the Payments tab. this image
    5. Tap Add Icon available at the bottom.
    6. Choose one of the available actions.
    7. Use the filter chips to browse payment activity by type, such as:
  5. Tap Add Icon available at the bottom.
    Step 5 of 7: Tap Add Icon available at the bottom What this shows Step 5 of 7: Tap Add Icon available at the bottom. What this shows Shows what to click for step 5 of 7 in the "From a Contact" section of "Payments Tab in Contacts and Opportunities on Mobile". This screenshot accompanies step 5 of 7 in the "From a Contact" section of "Payments Tab in Contacts and Opportunities on Mobile". At this point in the walkthrough you tap Add Icon available at the bottom. For context, this section explains: Open the GHL Customer Care mobile app. Navigate to Contacts. Open the contact you want to manage. Tap the Payments tab. Tap Add Icon available at the bottom. Choose one of the available actions. Use the filter chips to browse payment activity by type, such as. This part of the guide covers 4 fields, listed below. The next step is to choose one of the available actions. Step 5 of 7Image 3 of 9 What to clickTap Add Icon available at the bottom.
    Fields in this part of the guide TransactionsInvoicesEstimatesSubscriptions, where applicable
    Next stepChoose one of the available actions.
    All 7 steps in this procedure
    1. Open the GHL Customer Care mobile app.
    2. Navigate to Contacts.
    3. Open the contact you want to manage.
    4. Tap the Payments tab.
    5. Tap Add Icon available at the bottom. this image
    6. Choose one of the available actions.
    7. Use the filter chips to browse payment activity by type, such as:
  6. Choose one of the available actions.
    Step 6 of 7: Choose one of the available actions What this shows Step 6 of 7: Choose one of the available actions. What this shows Shows what to choose for step 6 of 7 in the "From a Contact" section of "Payments Tab in Contacts and Opportunities on Mobile". This screenshot accompanies step 6 of 7 in the "From a Contact" section of "Payments Tab in Contacts and Opportunities on Mobile". At this point in the walkthrough you choose one of the available actions. For context, this section explains: Open the GHL Customer Care mobile app. Navigate to Contacts. Open the contact you want to manage. Tap the Payments tab. Tap Add Icon available at the bottom. Choose one of the available actions. Use the filter chips to browse payment activity by type, such as. This part of the guide covers 4 fields, listed below. The next step is to use the filter chips to browse payment activity by type, such as. Step 6 of 7Image 4 of 9 What to chooseChoose one of the available actions.
    Fields in this part of the guide TransactionsInvoicesEstimatesSubscriptions, where applicable
    Next stepUse the filter chips to browse payment activity by type, such as:
    All 7 steps in this procedure
    1. Open the GHL Customer Care mobile app.
    2. Navigate to Contacts.
    3. Open the contact you want to manage.
    4. Tap the Payments tab.
    5. Tap Add Icon available at the bottom.
    6. Choose one of the available actions. this image
    7. Use the filter chips to browse payment activity by type, such as:

  7. Use the filter chips to browse payment activity by type, such as:
    Step 7 of 7: Use the filter chips to browse payment activity by type, such as What this shows Step 7 of 7: Use the filter chips to browse payment activity by type, such as: What this shows Shows what to fill in for step 7 of 7 in the "From a Contact" section of "Payments Tab in Contacts and Opportunities on Mobile". This screenshot accompanies step 7 of 7 in the "From a Contact" section of "Payments Tab in Contacts and Opportunities on Mobile". At this point in the walkthrough you use the filter chips to browse payment activity by type, such as. This part of the guide covers 4 fields, listed below. Step 7 of 7Image 5 of 9 What to fill inUse the filter chips to browse payment activity by type, such as:
    Fields in this part of the guide TransactionsInvoicesEstimatesSubscriptions, where applicable
    All 7 steps in this procedure
    1. Open the GHL Customer Care mobile app.
    2. Navigate to Contacts.
    3. Open the contact you want to manage.
    4. Tap the Payments tab.
    5. Tap Add Icon available at the bottom.
    6. Choose one of the available actions.
    7. Use the filter chips to browse payment activity by type, such as: this image
    • Transactions
    • Invoices
    • Estimates
    • Subscriptions, where applicable

From an Opportunity

  1. Open the GHL Customer Care mobile app.
  2. Navigate to Opportunities.
    Step 2 of 7: Navigate to Opportunities What this shows Step 2 of 7: Navigate to Opportunities. What this shows Shows where to go for step 2 of 7 in the "From an Opportunity" section of "Payments Tab in Contacts and Opportunities on Mobile". This screenshot accompanies step 2 of 7 in the "From an Opportunity" section of "Payments Tab in Contacts and Opportunities on Mobile". At this point in the walkthrough you navigate to Opportunities. For context, this section explains: Open the GHL Customer Care mobile app. Navigate to Opportunities. Open the opportunity you want to manage. Tap the Payments tab. Click on Add icon available at the bottom to create a New Invoice or New Estimate. Complete the invoice or estimate details. Click on the filter to choose the fields…. The next step is to open the opportunity you want to manage. Step 2 of 7Image 6 of 9 Where to goNavigate to Opportunities. Next stepOpen the opportunity you want to manage.
    All 7 steps in this procedure
    1. Open the GHL Customer Care mobile app.
    2. Navigate to Opportunities. this image
    3. Open the opportunity you want to manage.
    4. Tap the Payments tab.
    5. Click on Add icon available at the bottom to create a New Invoice or New Estimate.
    6. Complete the invoice or estimate details. Click on the filter to choose the fields.
    7. Review linked payment activity and statuses from the Opportunity Payments tab.
  3. Open the opportunity you want to manage.
  4. Tap the Payments tab.

    Step 4 of 7: Tap the Payments tab What this shows Step 4 of 7: Tap the Payments tab. What this shows Shows what to click for step 4 of 7 in the "From an Opportunity" section of "Payments Tab in Contacts and Opportunities on Mobile". This screenshot accompanies step 4 of 7 in the "From an Opportunity" section of "Payments Tab in Contacts and Opportunities on Mobile". At this point in the walkthrough you tap the Payments tab. For context, this section explains: Open the GHL Customer Care mobile app. Navigate to Opportunities. Open the opportunity you want to manage. Tap the Payments tab. Click on Add icon available at the bottom to create a New Invoice or New Estimate. Complete the invoice or estimate details. Click on the filter to choose the fields…. The next step is to click on Add icon available at the bottom to create a New Invoice or New Estimate. Step 4 of 7Image 7 of 9 What to clickTap the Payments tab. Next stepClick on Add icon available at the bottom to create a New Invoice or New Estimate.
    All 7 steps in this procedure
    1. Open the GHL Customer Care mobile app.
    2. Navigate to Opportunities.
    3. Open the opportunity you want to manage.
    4. Tap the Payments tab. this image
    5. Click on Add icon available at the bottom to create a New Invoice or New Estimate.
    6. Complete the invoice or estimate details. Click on the filter to choose the fields.
    7. Review linked payment activity and statuses from the Opportunity Payments tab.
  5. Click on Add icon available at the bottom to create a New Invoice or New Estimate.

    Step 5 of 7: Click on Add icon available at the bottom to create a New Invoice or… What this shows Step 5 of 7: Click on Add icon available at the bottom to create a New Invoice or New Estimate. What this shows Shows what to click for step 5 of 7 in the "From an Opportunity" section of "Payments Tab in Contacts and Opportunities on Mobile". This screenshot accompanies step 5 of 7 in the "From an Opportunity" section of "Payments Tab in Contacts and Opportunities on Mobile". At this point in the walkthrough you click on Add icon available at the bottom to create a New Invoice or New Estimate. The next step is to complete the invoice or estimate details. Click on the filter to choose the fields. Step 5 of 7Image 8 of 9 What to clickClick on Add icon available at the bottom to create a New Invoice or New Estimate. Next stepComplete the invoice or estimate details. Click on the filter to choose the fields.
    All 7 steps in this procedure
    1. Open the GHL Customer Care mobile app.
    2. Navigate to Opportunities.
    3. Open the opportunity you want to manage.
    4. Tap the Payments tab.
    5. Click on Add icon available at the bottom to create a New Invoice or New Estimate. this image
    6. Complete the invoice or estimate details. Click on the filter to choose the fields.
    7. Review linked payment activity and statuses from the Opportunity Payments tab.
  6. Complete the invoice or estimate details. Click on the filter to choose the fields.

    Step 6 of 7: Complete the invoice or estimate details. Click on the filter to… What this shows Step 6 of 7: Complete the invoice or estimate details. What this shows Shows what to choose for step 6 of 7 in the "From an Opportunity" section of "Payments Tab in Contacts and Opportunities on Mobile". This screenshot accompanies step 6 of 7 in the "From an Opportunity" section of "Payments Tab in Contacts and Opportunities on Mobile". At this point in the walkthrough you complete the invoice or estimate details. Click on the filter to choose the fields. The next step is to review linked payment activity and statuses from the Opportunity Payments tab. Step 6 of 7Image 9 of 9 What to chooseComplete the invoice or estimate details. Click on the filter to choose the fields. Next stepReview linked payment activity and statuses from the Opportunity Payments tab.
    All 7 steps in this procedure
    1. Open the GHL Customer Care mobile app.
    2. Navigate to Opportunities.
    3. Open the opportunity you want to manage.
    4. Tap the Payments tab.
    5. Click on Add icon available at the bottom to create a New Invoice or New Estimate.
    6. Complete the invoice or estimate details. Click on the filter to choose the fields. this image
    7. Review linked payment activity and statuses from the Opportunity Payments tab.
  7. Review linked payment activity and statuses from the Opportunity Payments tab.

Frequently Asked Questions

Q: Do I need Payments configured before using these actions?
A: Available actions may depend on your payment setup, connected provider, enabled payment methods, app version, and user permissions.

Q: Can I manage cards on file from an Opportunity?
A: The release information lists Manage Cards on File as a Contact action. Use the Contact Payments tab to manage saved cards for a customer.

Q: Why do I not see Subscriptions as a filter?
A: Subscriptions appear where applicable. If there is no subscription activity or the option does not apply to the record, the filter may not appear.


Q: Are invoices and estimates created from Opportunities automatically linked?
A: Yes. Invoices and estimates created from the Opportunity Payments tab are linked to that opportunity.

Q: Why are some actions missing from my Payments tab?
A: Some actions may depend on your payment configuration, connected payment provider, app version, or user permissions.

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