This article will show you how to easily manage and collect payments for all your due and overdue invoices using the new Active Transactions feature inside the POS on the HighLevel mobile app! With this update, you can view, edit, and collect payments for invoices, estimates, and appointments in one streamlined workflow — all from your phone.

TABLE OF CONTENTS

• What are Active Transactions in POS?
• Key Benefits of Active Transactions
• How To Use Active Transactions in POS
• Availability
• Important Notes
• Frequently Asked Questions
• Next Steps

What are Active Transactions in POS?

Active Transactions is a new feature in the mobile 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.

Key Benefits of Active Transactions

Keeping track of your payments has never been easier. Here’s how Active Transactions helps you simplify operations and improve cash flow:

• View all due and overdue invoices in one centralized list.
  
  

• Easily edit or review invoice details before collecting payment.
  
  

• Collect payments directly through Tap to Pay, card readers, card payments, or cash.
  
  

• Speed up payment collection in-person, reducing manual follow-ups.
  
  

• Enhance customer experience by offering multiple payment options.
  
  

How To Use Active Transactions in POS

Follow these step-by-step instructions to start collecting payments using Active Transactions in your mobile app:

1. Login to the HighLevel 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
     
     

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!
   
   

Availability

This feature is currently available in:

• HighLevel 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.

Next Steps

• Update your mobile app to version 3.102.0 or above.
  
  

• Review your due and overdue invoices to ensure details are correct.
  
  

• Start using Active Transactions to speed up your payment collections.
  
  

• Train your team to utilize this new feature for improved efficiency and customer experience.