Mobile payments

Mobile payments let you handle billing from the HLB mobile app while you are on a job or away from your desk. Payment tools sit inside each contact and opportunity record, so you do not have to hunt through the app.

For a local service business, a technician can open the customer's record after finishing a job, charge them on the spot, or send an invoice or estimate before leaving the driveway.

From a contact's Payments tab, you can:

• Charge Now to start a point-of-sale payment.
• Create a new invoice or estimate.
• Manage cards on file (save, view or remove).
• See customer lifetime value and customer start date.
• Filter activity by transactions, invoices, estimates and subscriptions where applicable.

From an opportunity's Payments tab, you can create invoices or estimates linked to that deal and review payment activity and statuses.

To get there, open the mobile app, go to Contacts or Opportunities, open the record, tap the Payments tab and tap the add icon at the bottom to pick an action.

You can also create one-time or recurring invoices from the Invoices area of the main menu, review existing invoices and their statuses, and request payments from a conversation when payment processing is configured.

Available actions depend on your connected payment provider, payment setup, app version and user permissions.