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Patient Copilot Help Center

Payments Tab in Contacts and Opportunities on Mobile

Managing payment activity from the Patient Copilot mobile app is now faster and more connected to the customer or deal you are already working on. The Payments tab inside Contacts and Opportunities lets you create invoices and estimates, charge customers, manage cards on file, and review payment activity without leaving the record. This helps teams save time, reduce navigation, and keep payment actions tied to the right customer or opportunity. * * * ## Payments Tab Inside Opportunities The Opportunity Payments tab helps users manage payment activity connected to a specific deal. This keeps invoices, estimates, and payment statuses close to the sales record so teams can understand billing progress without leaving the opportunity. From the Opportunity Payments tab, users can: - Create a New Invoice

  • Create a New Estimate
  • Review payment activity linked to the Opportunity
  • Check payment statuses from inside the Opportunity
  • Use filters to view relevant payment records Invoices and estimates created from an Opportunity are linked to that Opportunity. For more details about linking invoices and estimates to Opportunities, use the How To Link Opportunities with Invoices and Estimates. * * * ## Payment Activity Filters Payment activity filters make it easier to focus on the type of record you need to review. Instead of scrolling through all payment activity, users can switch between available payment types using filter chips. Depending on the record and available activity, filters may include: - Transactions
  • Invoices
  • Estimates
  • Subscriptions * * * Proper setup helps ensure the right payment actions are available when users open a Contact or Opportunity. Some actions may depend on account configuration, connected payment providers, saved customer payment methods, and user permissions. ### From a Contact 1. Open the Patient Copilot mobile app.
  1. Navigate to Contacts.!(https://assets.patientcopilot.ai/872fdba87c615f7b.png) 3. Open the contact you want to manage.
  2. Tap the Payments tab.!(https://assets.patientcopilot.ai/89b3ad65ab13675e.png) 5. Tap Add Icon available at the bottom.!(https://assets.patientcopilot.ai/f48031cde40f1c62.png) 6. Choose one of the available actions.!(https://assets.patientcopilot.ai/f62752f2178bc11a.png) 7. Use the filter chips to browse payment activity by type, such as:!(https://assets.patientcopilot.ai/0f92dfbb35b3547e.png) - Transactions - Invoices - Estimates - Subscriptions, where applicable ### From an Opportunity 1. Open the Patient Copilot mobile app.
  3. Navigate to Opportunities.!(https://assets.patientcopilot.ai/9b1da1b3c321222b.png) 3. Open the opportunity you want to manage.
  4. Tap the Payments tab.!(https://assets.patientcopilot.ai/f8712056ddc7e994.png)
  5. Click on Add icon available at the bottom to create a New Invoice or New Estimate.!(https://assets.patientcopilot.ai/e41ea8fa781d061d.png)
  6. Complete the invoice or estimate details. Click on the filter to choose the fields.!(https://assets.patientcopilot.ai/f8dc74b9d7022e07.png)
  7. Review linked payment activity and statuses from the Opportunity Payments tab. * * * ## Frequently Asked Questions **Q: Do I need Payments configured before using these actions? A: Available actions may depend on your payment setup, connected provider, enabled payment methods, app version, and user permissions. Q: Can I manage cards on file from an Opportunity? A: The release information lists Manage Cards on File as a Contact action. Use the Contact Payments tab to manage saved cards for a customer. Q: Why do I not see Subscriptions as a filter? A: Subscriptions appear where applicable. If there is no subscription activity or the option does not apply to the record, the filter may not appear. ** Q: Are invoices and estimates created from Opportunities automatically linked? A: Yes. Invoices and estimates created from the Opportunity Payments tab are linked to that opportunity. Q: Why are some actions missing from my Payments tab? A: Some actions may depend on your payment configuration, connected payment provider, app version, or user permissions. * * * ## Related Articles - How to add and manage your customer’s cards on file