Phase 3: Automations

Automate payments and customer communications

AutoPay Overview & Rule Logic

Objective: Understand the value of AutoPay and how it works in FlexPoint.

Progress: 0%

AutoPay Overview

Learn how AutoPay helps streamline customer payments and reduce manual effort.

How to Add Global AutoPay Rules

Create global rules that apply across your entire customer base.

How to Add Customer Specific Rules

Set up custom AutoPay rules for individual customers or segments.

Completion Criteria

• ✅ At least one AutoPay rule created and active

Customer Automated Email Notifications

Objective: Understand the value of automated notifications and configure your timing in FlexPoint to align with business goals and ensure timely communication with customers.

Progress: 0%

Automated Emails Overview

Learn how FlexPoint automated email notifications work and when they’re triggered.

How to Customize Automated Email Templates

Personalize and brand your customer-facing email templates.

Completion Criteria

• ✅ Notification timings configured (New Invoice, Past Due, AutoPay Reminder)
• ✅ Templates optimized
• ✅ Test emails sent and received (optional)

FAQs

Can I create both global and customer-specific AutoPay rules?▶

Yes — global rules apply to all customers by default, while customer-specific rules override them for individual cases.

Can I customize when automated emails are sent?▶

Absolutely. You can configure email timing for new invoices, past due reminders, AutoPay notices, and more.