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). ...

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

When a customer makes a payment, funds are not instantly deposited into a bank account. Each payment type follows a different timeline — and all timelines are based on business days, not calendar d...

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 ...

Deposit Reconciliation Overview Review deposit history, fees, and reconciliation in your dashboard FlexPoint allows you to: ...

Payments can fail for a variety of reasons. Credit card transactions will typically fail in real time. ACH transactions are more complex and failure can happen after you have received the deposit f...

QuickBooks Online Integration Sync your customers, invoices, and payments between FlexPoint and QuickBooks Online. FlexP...