Client Portal Overview

Client Portal Orientation

Get to know the FlexPoint Portal

Welcome & Orientation

Let's get started!

Objective: Understand the platform and how to add payment methods.

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Step-by-Step Platform Guide

Everything in the above video at a slower pace, with easy to follow steps.

How to Add a Portal User

Add users who can access your FlexPoint platform.

How to Add a Payment Method

Add payment methods to pay invoices seamlessly.

How to use FlexLine Financing

Learn more about FlexLine Financing.

Completion Criteria

• ✅ Payment methods added and Authorized for AutoPay