Tracking Outstanding Payments

The Active Transactions view pulls everything due or overdue into one list.

What's included

Outstanding invoices, estimates, documents/contracts awaiting payment, appointment charges.

How to use it

1. Open POS, go to Active Transactions.
2. Tap a tile to review or edit.
3. Swipe or long-press for more options.
4. Select Record Payment and choose the method.
5. Mark as paid.