Custom Invoice PDF via URL

FlexPoint supports custom invoice PDF generation using a third-party application. This feature allows you to integrate your own invoice PDF. This is in place of leveraging the invoice PDF from your integration (i.e., QuickBooks Online, ConnectWise, etc.)

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Setup Requirements

To use a custom invoice PDF, your system must expose a publicly accessible URL that accepts an invoice number and returns a PDF. Note: all PDFs are served from FlexPoint's server and your URL is never exposed to your clients.

Your endpoint must:

• Accept an invoice number as part of the URL or as a query parameter

• Return a PDF file as the response

• Be publicly accessible so our servers can retrieve the file
  
  

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URL Format

FlexPoint will dynamically substitute the invoice number into the URL you provide. You can format the URL in any of the following ways:

Examples (for invoice a231):

• https://apps.mycompany.com/invoicing/pdf/a231

• https://apps.mycompany.com/invoicing/getPdf?invoice_number=a231

• https://apps.mycompany.com/invoicing/getPdf?param1=foo&invoice=a231


✅ FlexPoint will automatically insert the actual invoice number into the appropriate part of the URL at runtime.

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Securing Your Endpoint

If you'd like to restrict access to your PDF endpoint, we can provide a list of our server IP addresses. You can configure your server or firewall to only allow requests from these IPs. Please contact [e-mail] and mention this article. 

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Configuration Steps in FlexPoint

1. Log into your admin portal.

2. Navigate to:
   Settings > General > Branding

3. Locate "PDF Source" and select "Custom URL"

4. Enter your URL format, with a placeholder where the invoice number goes.
   (We will handle inserting the invoice number automatically.)