View Payments in Contacts and Opportunities on Mobile

Rather than switching over to the Payments section every time you need to bill someone, the mobile app puts a Payments tab right inside each contact and opportunity record — so you can handle billing without losing your place in the conversation or the deal.

What you can do from a contact record

Open any contact and switch to the Payments tab to:

• Charge Now — take an immediate payment on the spot.
• Create an Invoice — build and send a bill for that customer.
• Create an Estimate — put together a quote before the work is agreed.
• Manage cards on file — view, add, or remove the customer's saved payment methods.
• Review the customer's lifetime value and how long they've been a customer.
• Filter their payment history by Transactions, Invoices, Estimates, or Subscriptions.

What you can do from an opportunity

Inside a deal, the Payments tab lets you create invoices and estimates tied directly to that specific opportunity, and review every payment linked to it — so you can check where a deal stands financially without leaving the pipeline view.

Why this matters

Billing tasks that used to mean jumping out to a separate module — and losing context on why you were charging someone in the first place — now happen right where the customer or deal information already lives. It's especially useful when you're following up mid-conversation and need to send an invoice or check whether a payment already came through, without breaking your flow.