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The HoopAI mobile app includes a full payments suite — from a point-of-sale (POS) system to invoice management, estimates, documents, and contracts. Accept payments anywhere with Tap to Pay, card readers, or manual entry.

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Accessing payments

From the main dashboard, tap the apps section, then tap the card icon ($) to open the POS.

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Point of sale (POS)

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Adding items to a sale

The POS screen has two panels:
  • Left — keypad or catalog: Enter a custom amount using the keypad, or switch to the Catalog tab to select products from your saved inventory. Use the search bar or browse the product list.
  • Right — checkout: Review the sale total, link a contact, and apply discounts before finalizing.
After adding all items, tap Discount to apply a discount before checkout.

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Payment methods

Tap Choose Payment Instruments to select how to collect payment:
  • Tap to Pay — contactless NFC payment (see below)
  • Cards on file — charge a saved card via your connected processor (NMI, Square, etc.)
  • Manual card entry — enter card details directly
  • Pay via hardware — use a connected card reader device
  • Cash / check — record an offline payment for bookkeeping
  • Invoice — convert the sale to an invoice (see Invoices section)

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Viewing POS transaction history

Tap Transaction History inside the POS to see a record of all completed transactions. Tap any transaction to view a breakdown or issue a refund.

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Tap to Pay

Tap to Pay uses NFC (Near Field Communication) technology built into your iPhone or Android device to accept contactless card payments — no card reader required.
1

Open the POS

Tap the card icon ($) from the apps menu.
2

Add items and review the sale

Enter your total or add products from the catalog. Link a contact if applicable.
3

Select a payment method

Tap Choose Payment Instruments and select your Tap to Pay option.
4

Collect payment

Select Tap to Pay, then hold your customer’s contactless card or device to the back of your phone. The transaction completes instantly.

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POS on iPads and tablets

The POS is optimized for larger devices with a split-screen layout:
  • Left panel — keypad or catalog for adding items
  • Right panel — live checkout details
Supports both landscape and portrait orientations, making it compatible with tablet docks and external payment hardware.
iPad and tablet POS support requires LeadConnector version 3.84.x or above.

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Invoices

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Viewing invoices

Tap the Invoice option in the apps menu to open the invoice section. You’ll see:
  • Paid invoices — total earnings received
  • Due and overdue — outstanding amounts
Filter by Invoices, Templates, or Recurring using the tabs at the top.

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Creating an invoice

Tap the + button to create a new invoice. Add line items, link a contact, set an issue date and due date, add terms and notes, and send.

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Converting a POS sale to an invoice

When processing a POS sale, select Convert to Invoice as the payment instrument. Add the customer, set dates, review, and send.

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Viewing receipts and issuing refunds

From Transaction History, tap any completed transaction to see:
  • View Breakdown — the itemized invoice, downloadable as a PDF
  • Issue Refund — process a full or partial refund with an internal note

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Estimates

Create and send price estimates before issuing a formal invoice. From the apps menu, tap Estimates to:
  • Create a new estimate with line items and pricing
  • Download estimates as PDFs
  • Convert accepted estimates to invoices or direct payments
Estimate direct payments let customers pay the estimate amount without converting to a formal invoice first.

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Documents and contracts

The mobile app provides access to your documents and contracts stored in the platform. Open, review, and collect in-person signatures directly on your device.

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Collecting in-person signatures

1

Open a document

Navigate to the document from a contact record or the documents section.
2

Present to the signer

Turn your device toward the customer.
3

Collect the signature

The customer draws their signature directly on the screen. The signed document is saved automatically.

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Taxes and discounts

When creating a sale or invoice on mobile, you can:
  • Add discounts — apply a percentage or fixed amount discount
  • Apply taxes — select applicable tax rates configured in your account settings
  • Automatic taxes — if configured, taxes are calculated and applied automatically based on product and location settings
Last modified on March 4, 2026