Phase 1: Setup & Orientation
Get your account ready and onboard your first customers
Welcome & Orientation
Watch this short video to learn what Onboarding covers.
Let's get started!
Objective: Platform Overview, finalize account setup, and start payment migration.
Short video overview introducing key elements of the platform.
Complete bank setup to finalize your account.
Review available processing plans and choose the right one.
Submit application for payment processing account.
Understanding Payment Migrations and if it's right for your business.
Follow steps to migrate existing payments to FlexPoint.
Completion Criteria
- ✅ FlexPoint account created
- ✅ Payment processing application submitted
- ✅ Migration ticket submitted (optional)
Invoice Workflow & Integrations
Objective: Integration overview, connect your accounting system, and import historical invoices.
Understand how FlexPoint pulls invoice data from different accounting setups.
Step-by-step instructions to connect your accounting system.
Import previous invoices for a complete financial view.
Learn how to connect your PSA (Autotask, ConnectWise, etc.) to FlexPoint and validate the integration.
Completion Criteria
- ✅ Accounting integration configured successfully
- ✅ Historical invoices imported and visible
- ✅ PSA (Autotask, ConnectWise, etc.) connected
Frequently Asked Questions
Who do I contact for support?▶
Need help? To Submit a new Support ticket, Click here.
How do I create my account?▶
Click "Sign Up" on the FlexPoint homepage and follow the prompts to verify your email.
How long does setup take?▶
Typically 3–4 hours if all information is ready.
Which PSAs can I integrate with?▶
FlexPoint currently supports integrations with Autotask, ConnectWise, and other common PSA tools.
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