FlexPoint

How to Impersonate a Portal User Easily access your client’s portal for troubleshooting or assistance FlexPoint allows Merchant...

Deposit Reconciliation - QuickBooks Desktop Automated reconciliation and best practices with QuickBooks Desktop FlexPoint automatically reconciles bank deposits, paymen...

Payment Migration Process How to migrate customer payment data from another processor FlexPoint supports payment migrations from another p...

How to add a payment method – Client Portal Empower clients to pay securely - credit cards or bank accounts (ACH) FlexPoint supports payments using both credit cards and bank accounts (ACH). ...

Overview If your client has requested a refund for a prior payment, there are 3 ways to account for this in QuickBooks Desktop. Retain as available credit Used if you plan on applying the credit ...

Overview Want to hide internal messages from your clients? You can hide the Invoice Message field from your clients by disabling the Memo Field. Once the memo field is disabled, FlexPoint will not ...

How to Authorize a Payment Method for AutoPay Step-by-step guide to enabling AutoPay for your clients In order for AutoPay to success...

If you would like to create FlexPoint Security Role, please follow the below grid. Note our team tests with Admin privileges and the security role may be updated as we add new features.  Written In...

QuickBooks Desktop Integration Sync customers, invoices, and payments seamlessly between FlexPoint and QuickBooks Desktop Flex...

Understanding Deposit Reconciliation How payments and deposits are synced into QuickBooks Online FlexPoint will automatically reconcile bank de...