---
title: "Viewing Quick Actions"
source_url: https://docs.rapyd.net/en/viewing-quick-actions.html
lang: en
---

# Viewing Quick Actions

Use key features within Client Portal from the Quick Actions menu.

This documentation is for the Mobile Version of Client Portal.

### How to View Quick Actions

1. Sign in as described in [Accessing the Client Portal](https://docs.rapyd.net/en/accessing-the-client-portal.md "Accessing the Client Portal").
2. The **Home** page appears.

   ![648875f7e1223.png](image/img-c78a365e3fbe54fd6fdea3022651a336.png)
3. Tap on the circular **+** icon near the bottom of the screen.
4. The **Quick Actions** menu appears.

   ![648875f99390f.png](image/img-014c867f1049d4d647c1426c93482305.png)
5. You can access a variety of features from this menu:

   - Request Payment
   - Transfer Funds
   - Virtual Terminal
6. To close the **Quick Actions** menu, either:

   - Swipe down from the top of the menu **or**
   - Press the **X** icon near the bottom of the screen.