Videos
- 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
- How to Turn on Global Automated Email Notifications
Integrations
- Deposit Reconciliation with QuickBooks Desktop
- Deposit Reconciliation in Xero
- Halo - How to Manage Email Contacts
- How to Create a FlexPoint Role Type - Halo
- How to Import a Credit Memo - ConnectWise Dual Integration Full Sync
- How to Enable Credit Memo Synchronization - ConnectWise Dual Integration Full Sync
Payments
- How to View Deposit Details
- Payment Migration - Guide
- Virtual Payment Terminal - How it Works
- Same-Day ACH - Overview
- Payment Migration Guide
- Client Bank Account Verification - Plaid vs. Manual Entry
AutoPay
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
- How to Download Invoice Attachments
- How to Bulk Pay Invoices
Client Notifications
- 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
- Past Due Reminder - Email Notifications
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
- Quick Actions - Overview
- Portal User vs. Bill-To Contact - Overview
- Role-Based Permissions
- How to Use Filtering
- How to Enable Auto Sync - QuickBooks Online
- How to Post an Invoice