Videos
- FlexPoint Platform Overview
- Email Notification Log: All Clients
- Email Notification Log: Individual Client
- How to Download Open Invoices Statement
- How to Disable Memo Field
- How to Unpost an Invoice
Integrations
- Datagate Integration Guide
- Business Central Integration Guide
- Sage Intacct Integration Guide
- NetSuite Integration Guide
- Halo PSA AutoPay Rule Mapping Guide
- Insert FlexPoint Payment Terminal Link into Quotes
Payments
- Account Updater Overview
- How to Collect Payments in ConnectWise CPQ
- How to Set Up Payments in QuoteWerks
- Payment Method Nicknames
- Refunds and Failed Payments - Journal Entries
- How to View Deposit Details
AutoPay
Client Portal
- Client Portal Overview
- How to Impersonate Your Client Portal
- How to Add Portal Users - Client Portal
- How to View Payments
- Credit Card Surcharge Visibility - Client Portal
- How to Cancel a FlexLine Payment
Client Notifications
- Past-Due Reminder Best Practices & Templates
- How to Manually Send a New Invoice Email
- Automated Email Notifications - Initial Global Enablement
- Adding Bill-To Emails in FlexPoint
- How to see What Email Notifications Have Been Sent to My Client
- How to Send an Open Invoices Email
White Label Features
- Invoice Footer - FlexPoint PDF
- Custom Invoice PDF via URL
- How to Add a Custom Client Portal Domain
- Branding Overview
- How to Customize Automated Email Templates
- How to Add a Custom Email Domain
Internal Admin Settings
- Late Fees
- FlexPoint API
- Microsoft Single Sign-On (SSO) Setup
- Go-Live Checklist
- Partial Payments - Admin Portal
- Completing Your Account Setup