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?
• Manage Active Transactions
• Availability
• Frequently Asked Questions

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 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

Active Transactions 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.