Mobile App · 1 min read
Payments Tab in Contacts and Opportunities on Mobile
Contacts and opportunities in the FunnelStreams mobile app have a Payments tab, so you can take care of payments while you're working with a customer or deal.
In a contact
From the contact's Payments tab you can:
- Charge the customer
- Create an invoice or estimate
- Manage cards on file
- Review the customer's payments, invoices, subscriptions, and estimates
In an opportunity
The opportunity's Payments tab shows payment activity related to that deal, and you can create an invoice or estimate tied to it.
Filter activity
Use the filters to show just invoices, transactions, subscriptions, or estimates, or to filter by status such as paid, due, or overdue.
Set it up
- Connect a payment provider in Payments > Integrations on desktop.
- Make sure your user has permission to use payments.
- Update the FunnelStreams mobile app to the latest version.
What you can do depends on your payment provider, your settings, and your user permissions.