Wes Ashley

The virtual Payment Terminal allows you to collect payments instantly—no invoice required. It's fast, flexible, and perfect for quoting, one-off, or ad-hoc payments.    You don't need ...

What is Same-Day ACH? Same-Day ACH allows you to receive eligible payments on the same business day, as long as they're submitted before 4:00 pm ET. In most cases, funds will arrive by 6:30 pm ET. ...

You can add a custom footer to all invoice PDFs generated by FlexPoint. This allows you to include messages like legal disclaimers, support information, or a simple thank-you note at the bottom of ...

FlexPoint supports custom invoice PDF generation using a third-party application. This feature allows you to integrate your own invoice PDF. This is in place of leveraging the invoice PDF from your...

When a client adds a bank account, FlexPoint ensures that the connection is secure and the bank account is verified.   Depending on how your client adds their bank account, verification times can v...

  When integrated with Halo, FlexPoint will pull the email addresses defined under "Accounts Email Address" and "Accounts Email CC Address" as both bill-to contacts and portal users in FlexPoint. ...

In Halo, roles are used to assign different permissions and access rights to agents. If you need to add more portal users in FlexPoint but don't want these contacts automatically receiving invoices...

Quick Actions allow you to perform common tasks faster by triggering them with just a single click. Whether you want to send an email, download the invoice PDF, collect payment or complete other ta...

Click "Invoices" Select "Credit Memo"   3. Click "Import". You will then have the option to search and/or select the applicable credit memo     Click here to learn more about the credit memo sync!

Navigate to "Settings" Select "Integrations"   3. Ensure you're on the ConnectWise screen in FlexPoint 4. Toggle on "Enable Credit Memo synchronization"     Click here to learn more about the c...