Branding Overview

Customize Your Branding in FlexPoint

Customize your FlexPoint environment to reflect your company’s brand.

FlexPoint makes it easy to fully brand your platform to match your business’s unique identity. Follow these steps to personalize your account, emails, and invoices with your company’s look and feel.

Access Branding Settings

1. Navigate to Settings.
2. Select General.
3. Click on the Branding tab.

Customer Portal

Edit your client portal link to reflect your brand's identity. This allows your clients to experience a seamless, branded interaction from the very first click. Learn how here.

Client Portal Message

Create a custom message that will be displayed directly in your client portal. Use this space to welcome clients, share important updates, or provide helpful instructions related to billing and payments.

This message is visible to clients when they log into their portal, ensuring key information is always easy to find.

Company Logo

Upload your logo to ensure cohesive branding across your FlexPoint account and client portal. Click here to learn how.

• Size: Minimum of 140×40 px
• Image Type: PNG preferred, JPEG also supported

Outgoing Email Sender

By default, all client-related email notifications will be sent from the FlexPoint domain. You can optionally upgrade to a custom email domain for a fully branded experience.

• New Invoice Email
• Past Due Reminder Email
• Upcoming AutoPay Email
• Payment Receipt Email
• Login Verification Email

Example:
• FlexPoint Domain – [e-mail]
• Your Domain – [e-mail]

Learn how to add your custom domain.

Default Invoice Message

Set a default message that appears on your invoices. FlexPoint uses this only when no message is supplied from an integration. Learn more about creating invoices.

Integration PDF

FlexPoint automatically generates invoice PDFs based on the underlying data we receive. You can also choose to use the PDF created by your connected integration (e.g., QuickBooks Online, Halo, etc.).

• Not available for QuickBooks Desktop
• If connected to both your accounting system and PSA (Dual Integration), FlexPoint uses the PSA PDF.
• Example: If both ConnectWise and QuickBooks Online are connected, the PDF will come from ConnectWise.
• If the invoice doesn’t exist in your PSA, FlexPoint will pull from your accounting system (except QuickBooks Desktop).
• If no PDF exists from your integrations, FlexPoint auto-generates one from the data.

Learn how to enable this feature.

Disable Memo Field

If you’re using the FlexPoint-generated invoice PDF, you can hide the invoice message field from your clients by disabling the memo field. Click here to learn more.

Frequently Asked Questions

Do I need admin access to change branding settings?▶

Yes. Only admin users can update branding, email, and logo settings within FlexPoint.

Can I preview branding changes before saving?▶

Yes! A live preview is available in the Branding tab to help you confirm colors and logo appearance before saving.