Jordan Buchman

In the client portal, you can view all payments made on your account on the Payments tab of the Invoices page:

If you're using GL Connect, you can choose between two options to translate time entries from ConnectWise into QuickBooks line items. Detailed Sync Off With Detailed Sync off, line items for time e...

Navigate to "Settings" Select "General"  Click "Payments"  4. Toggle on "Same-Day ACH"      Interested in learning more? Click here! 

Merchants have the ability to collect payment on multiple invoices from the same customer in one bulk payment.   NOTE: Payments will appear as one charge on the respective payment method ($1,296...

Adding Bill-to email addresses to your customers directly in FlexPoint is simple. First, open the customer record in FlexPoint and click "Edit" on the Email(s) field Next, add the email address yo...

By default, your customers can log into the client payment portal using either passwordless token authentication, or Single Sign On (SSO). There are two prerequisites to using SSO: The email addre...

View our changelog and product feature requests here: https://flexpoint.canny.io/

Company Billing Contact and CC'd Emails   When integrated with ConnectWise, FlexPoint will pull a company's bill-to contact and CC invoice delivery emails as both portal users and bill-to contacts....

Notifications for existing invoices are not sending to correct recipients If you've updated the email contacts for a customer and invoice notifications are not going out to the new recipients, you ...

Example email sent by FlexPoint when an invoice fails to sync QuickBooks Online Click the gear icon in the upper-right corner and navigate to Products and Services under Lists Click "New" to add ...