Go-Live Checklist

Ensure all setup is complete and your team is ready for launch

Progress: 0%

Integration(s) configured

Ensure all required integrations are fully set up and active.

Invoice import rule enabled

Verify invoice import rules are applied correctly.

Payment Processing active

Confirm that payment processing is fully activated.

Customer's notified of the change

Ensure all customers have been informed about the new system.

AutoPay rule(s) configured

Set up global and customer-specific AutoPay rules.

Payment Migration complete (if applicable)

Complete payment migration for clients transitioning from previous systems.

AutoPay authorized (if applicable)

Ensure AutoPay authorization is confirmed where required.

Team aware of automation

Notify your team about automated processes; do not mark invoices as paid or create deposits manually for FlexPoint payments.

FlexPoint Help Center bookmarked for easy access

Ensure your team has the Help Center easily accessible for reference.

Notifications enabled

Confirm that all required notifications are turned on for your team and clients.

Completion Criteria

• ✅ All Go-Live checklist items completed