Adding FlexPoint as a Payment Gateway to your Quoter Account

Note: FlexPoint partners with a custom domain should reach out to [e-mail] for specific instructions and assistance.

FlexPoint payment gateway integration

By integrating FlexPoint on your Quoter account, you give customers the ability to pay for their Quotes through the FlexPoint payment gateway. 

Once set up, customers will receive upfront totals from Quotes through your FlexPoint account. 

Adding FlexPoint as a payment gateway to your Quoter account

Step 1: Generate and copy your API Key from your FlexPoint account

Step 2: Add FlexPoint as a payment gateway in Quoter

 

Step 1: Generate and copy your API Key from your FlexPoint account

1. Log in to yourFlexPoint account.
2. Navigate to Payment Terminal.
3. Click +New API Key.

4. Add Quoter to the name field and click Save.
   
   

5. Copy the Payment Terminal API Base URL and your newly generated API key for future use. 
   
   

Step 2: Add FlexPoint as a payment gateway in Quoter

1. In your Quoter account, navigate to Settings > Payment Gateways >+ New Payment Gateway.
   
   

2. Select FlexPoint > Fill in the Description field.

3. Under FlexPoint Configuration, paste in the Company Base URL and the API Key you’d previously obtained from your FlexPoint account.
   
   

4. Check the box for Currencies you’d like to use for this payment gateway. Note: Select only US dollar as a currency. Adding other currencies may cause errors in the system.
5. Check Resellers if applicable. 

Once your FlexPoint gateway is set up in Quoter, new quotes will pass upfront totals to FlexPoint. 

After accepting the quote, and reviewing the payment amount, the end-customer will be redirected to FlexPoint to complete payment. Upon successful payment, they will be redirected back to Quoter's Thank You page. 
 

Modify a Quoter template to enable up front payments

By enabling a setting in your Quoter templates, you can include a set number of payments into the upfront fees total. 

For instance, a recurring line item of $50 per month can be added to an invoice with a one time line item that costs $100 -- a one time cycle will have an invoice total of $150 dollars. Adding more upfront payments would add this $50 dollar fee to future invoices with other one time line items. 

Configure this by doing the following: 

1. Navigate to Templates>Templates>Default Line Items.

2. Scroll to Recurring Fees section of the page. 
   
   

3. Set the Recurring Fee Billing Frequency by filling in all the required fields. 

Note: Recurring payments are unavailable for this integration at this time.