Mobile Payments Tab in Contacts and Opportunities

The SMBcrm Mobile app now includes a Payments tab inside contact and opportunity records. This makes it easier to handle payment tasks and review payment activity without leaving the record you are working in.

What changed

Payments inside contact records

In contact records, the new Payments tab lets you:

• Charge a customer
• Create a new invoice
• Create a new estimate
• Manage cards on file
• Review payment activity
• View customer lifetime value
• View customer start date

You can also use filter chips to switch between payment types, including transactions, invoices, estimates, and subscriptions where applicable.

Payments inside opportunity records

In opportunity records, the Payments tab lets you:

• Create a new invoice
• Create a new estimate
• Review payment activity linked to the opportunity
• Check payment statuses from the same screen

Invoices and estimates created here are linked to the opportunity automatically.

How to use it

From a contact

1. Open a contact.
2. Tap the Payments tab.
3. Tap Actions.
4. Choose Charge Now, New Invoice, New Estimate, or Manage Cards on File.
5. Use the filter chips to browse transactions, invoices, estimates, or subscriptions.

From an opportunity

1. Open an opportunity.
2. Tap the Payments tab.
3. Tap New Invoice or New Estimate.
4. Review linked payment activity and statuses in the same tab.

This update brings Payments & Commerce tools closer to everyday CRM & Sales work on mobile.

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Need Help Applying This Update?

If you’d like help rolling this out in SMBcrm, visit Support or request a demo.