Quick Actions - Overview

Quick Actions allow you to perform common tasks faster by triggering them with just a single click. Whether you want to send an email, download the invoice PDF, collect payment or complete other tasks, Quick Actions simplify your workflow and save you valuable time.

Frequently Asked Questions 

Question	Answer
Where are the quick actions in FlexPoint?	The quick actions are on the "Invoices" page. Illustration below:
I don't see the quick actions. What do I do?	Please hover over the 3 ellipsis on the right hand side, the quick actions will then display.
If I trigger the email option, what email will the client receive?	The email quick action will send the "New Invoice" email, regardless of the its status (i.e., Posted, Past Due).
I want to collect payment. Do I have control over which payment method to use?	Yes. You will be prompted with an additional window that will allow you to specify the payment type / payment method to use.