GoHighLevel Mobile POS Active Transaction Guide

Managing the active transaction inside the POS for mobile payments in GoHighLevel is simple once you understand the flow. If you have used tools like ClickUp to manage workflows, you will find the step-by-step process in this guide equally structured and easy to follow. This article explains how the active transaction works, how to access the transaction URL, and how to modify or refund payments efficiently.

The instructions below are based strictly on the official product documentation for mobile payments in GoHighLevel. Follow these steps to ensure your point-of-sale transactions are tracked, updated, and completed correctly.

Understanding the Active Transaction in GoHighLevel POS

The active transaction is the current payment session created when a customer begins a purchase through the mobile POS in GoHighLevel. While this transaction is active, you can:

• Access a unique transaction URL for the customer
• Share the payment link for remote or mobile payment completion
• Update the cart and line items before the payment is finalized
• Cancel or refund the payment when needed

This active state continues until the transaction is completed, canceled, or refunded.

How to Access the Active Transaction URL in GoHighLevel

Each active POS transaction in GoHighLevel has a dedicated URL that allows the customer to complete payment from their own device.

Steps to Get the Transaction URL in GoHighLevel

1. Open your GoHighLevel account and navigate to the POS or mobile payments area for the location you are working in.

2. Start a new sale by adding items to the cart for the customer.

3. Once a payment is initiated, an active transaction is created automatically.

4. Locate the option or button that displays the transaction URL or payment link.

5. Copy or share this link with the customer so they can complete the payment from their mobile device or browser.

The active transaction remains linked to this URL until the payment is processed or canceled.

Managing Cart Items During an Active GoHighLevel Transaction

While an active transaction exists, you may still need to adjust the cart contents in GoHighLevel. This is useful if a customer adds or removes items before paying.

How to Update Cart Items in GoHighLevel POS

1. Open the POS interface where the active transaction is currently displayed.

2. Review the products or services listed in the cart.

3. To modify an item, use the available options to:

   • Increase or decrease the quantity
   • Remove an item from the cart
   • Add a new product or service

4. Check that the subtotal, taxes, and total are updated accordingly.

5. Confirm the changes and ensure the customer sees the updated amount via the active transaction URL if they are paying remotely.

Updating items while the transaction is active ensures the customer is charged the correct amount before payment is captured.

Completing a Mobile Payment in GoHighLevel POS

After the customer receives the active transaction URL in GoHighLevel, they can proceed to complete the payment on their mobile device.

Customer Payment Flow Using GoHighLevel

1. The customer opens the transaction URL in their browser.

2. They review the items, price, and total due.

3. They enter the required payment details, such as card information, and confirm the payment.

4. Once payment is processed, the active transaction status changes to completed, and the POS record is updated.

At this point, the sale is finalized, and you can use your normal receipt or confirmation process for the customer.

Canceling or Refunding an Active GoHighLevel Transaction

Sometimes you may need to cancel or refund a transaction in GoHighLevel, especially if a customer changes their mind or a mistake occurs before or after payment.

Canceling a Transaction Before Payment

1. Go to the POS screen showing the active transaction.

2. Use the available option to cancel or void the transaction.

3. Confirm the cancellation so that the active session is closed and the transaction URL is no longer valid for payment.

Canceling before payment prevents accidental charges and keeps your transaction list accurate.

Refunding a Completed GoHighLevel Payment

1. Open the completed transaction record in your GoHighLevel POS or payments area.

2. Look for the refund action or button associated with the payment.

3. Select whether you want to process a full or partial refund, depending on the customer request.

4. Confirm the refund and ensure the customer receives communication about the refunded amount.

Refunds allow you to fix errors or customer issues while keeping accurate financial records inside the platform.

Best Practices for Using GoHighLevel Mobile POS

To get the most value from the active transaction system in GoHighLevel, follow these practices:

• Always verify cart contents before sharing the transaction URL.
• Explain to the customer how to open and use the link on their mobile device.
• Monitor transaction status so you know when the payment is completed or if it remains pending.
• Use refunds promptly when errors occur to maintain trust with your customers.

These simple habits help you run a smooth point-of-sale experience for both staff and customers.

Additional Resources for GoHighLevel POS Users

To explore the original product documentation used for this tutorial, you can review the official help article here: Active Transaction Inside POS for Mobile Payments. It provides the core reference for how active transactions operate in the system.

If you need broader strategy support around deploying GoHighLevel in your business, automation planning, or CRM integrations, you can consult specialists at Consultevo for implementation guidance and optimization.

By understanding how active transactions, mobile payment links, and refunds work together, you can turn your GoHighLevel POS into a reliable and efficient payment workflow for in-person and remote sales.

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