Mobile App: Manage Payments in HighLevel Contacts and Opportunities

TL;DR

Users can now manage payments, invoices, estimates, and cards on file within contact and opportunity records on the HighLevel mobile app. No immediate action is required by agency owners or SaaS entrepreneurs.

Who this affects

HighLevel has not confirmed who this specifically affects. Based on the feature, this is relevant for anyone who manages client billing and transactions directly within HighLevel, especially those who prefer using the mobile application for these tasks. If you process payments, create invoices, or manage customer cards on file, and rely on the HighLevel mobile app, this update is for you.

What changed

HighLevel has updated its mobile app to allow direct management of payment-related activities within contact and opportunity records. Specifically:

• Users can now access and manage payments, invoices, estimates, and cards on file directly from contact and opportunity records on the HighLevel mobile app.
• Charging customers from the mobile app is now possible within contact and opportunity records.
• Users can create linked invoices or estimates directly from the mobile app within contact and opportunity records.
• Transaction histories can be filtered (subscriptions, invoices, estimates, POS) from the mobile app within contact and opportunity records.
• Customer lifetime value (CLTV) for active clients is viewable from the mobile app within contact and opportunity records. HighLevel has not confirmed any limits or plan gating for this feature. The rollout status is unknown.

Where to find it

This functionality is located within the HighLevel mobile app, specifically inside contact and opportunity records, under the Payments tab. HighLevel has not published a more detailed navigation path.

How agencies will use this

An agency owner, using the mobile app on the go, can now quickly manage a client's billing without needing a desktop. For example, imagine a client calls to renew a service, or an opportunity closes while you're away from your desk. You can open the HighLevel mobile app, navigate to the specific contact or opportunity record, and access the Payments tab. From there, you can view the client's past invoices, charge them directly for a new service using a card on file, or quickly generate and send an estimate for an upsell. If the client asks about their spending history, you can immediately pull up their CLTV and filter their transaction history right from your phone.

Our take

This is a standard update to the HighLevel mobile app. While it adds convenience for those managing payments on the go, it doesn't introduce fundamentally new payment capabilities; rather, it makes existing ones more accessible on mobile. For agencies heavily reliant on desktop for financial management, this might not be a significant shift. For those who value mobile flexibility, it's a practical improvement.