If contacts coming over from Business Central are creating records you don't want, we can now switch that import off for your account while keeping invoices and payments flowing. Reach out to support and we'll flip it for you.

On a ConnectWise and QuickBooks Online full sync, an old QuickBooks invoice that happened to share an invoice number there could be times the same invoice number caused confusion. Usage of the same invoice number is now operating as expected.

An invoice with a negative quantity or amount, like a credit or an adjustment, used to stop the whole invoice from importing. Those lines are now handled and the invoice comes through.

When a customer record had free text like "CC ON FILE" sitting in the email field, saving a payment method for that customer failed. We now validate the email before sending it to the processor.

We fixed mis-styled tabs and a mangled links section on the Customers list, including the Client Payment Portal and Client Onboarding Form links, plus similar issues on Merchant Settings, Customer Settings, and the Payment Methods step of Customer Registration.

Your AR Agents can now work past-due invoices for you, calling and emailing customers on a cadence you set and handing anything that needs a decision back to you for approval. You choose the tone for each agent, from VIP to Friendly & Neutral to Firm & Direct. Every current partner has free access through September 30. Your agents' dedicated phone number and email address live under the Communication tab in Agent settings, and if you send from your own domain, set up forwarding to that address so customer replies reach your agents.

Editing an invoice directly from the NetSuite invoice grid now sends that update to FlexPoint. Previously only edits made through the full invoice form came through, so quick grid changes were silently dropped.

Adding a credit card in certain situations in the portal could fail with a "request failed" error even when every field showed as valid. This has been fixed.

Past-due reminder emails could fail to send when a linked QuickBooks item had been made inactive. Reminders now fall back gracefully.

Invoice emails could get stuck in "New" and never send if a recipient's email address was stored in uppercase. Addresses are now handled consistently so these go through.

FlexPoint now keeps an eye on your QuickBooks Online and Xero connections and automatically pauses syncing when it hits an error it can't recover from on its own, such as a canceled QuickBooks subscription, a deleted user, or an expired Xero authorization. You'll see a clear warning banner in FlexPoint and get a daily email while the connection needs attention, and syncing picks back up automatically once the issue is resolved.

Card processing fees were being bundled with the payment when pushed to QuickBooks Online, which QuickBooks rejected as an overpayment and stopped syncing. FlexPoint no longer sends card fees to QuickBooks when applicable, so payments sync through cleanly.

Payments sent to NetSuite now include the required payment method, fixing an error that could stop a payment from recording in NetSuite.

AutoPay now prevents debit and prepaid cards from being saved for AutoPay when you use credit card surcharging and those card types aren't allowed. This keeps your AutoPay setups consistent with your surcharge settings.

Fixed an error that could cause bulk payments to fail with a server error. Bulk payments now go through as expected.

Fixed an issue where some invoices weren't picked up for AutoPay even though they met all your AutoPay rules. Eligible invoices now pay automatically as expected.

Fixed an issue where credits applied in ConnectWise could sync back as duplicate payments. Credits now stay credits.

Resolved errors that prevented some invoices from importing from ConnectWise, including customer-mapping and GL entry issues on tax-enabled and GL Connect accounts.

Fixed a mapping error that stopped certain Business Central invoices from syncing into FlexPoint.

Fixed NetSuite customer import so Import Customers reliably pulls your customer list into FlexPoint.

Fixed an error some users hit when updating a customer's bank account details.

You can now map FlexPoint payment methods to the corresponding payment methods in NetSuite, so payments land in the right place automatically when they sync. Make sure to update to the newest FlexPoint bundle.

Sage Intacct imports now support filtering by location and department, making it easier to bring in exactly the records you need for multi-entity setups.

Fixed an issue that prevented deposits from syncing correctly to Microsoft Dynamics 365 Business Central.

Fixed a bug where the verification step could appear before a payment method was selected on a payment link.

Resolved an import issue affecting customers running ConnectWise on-premise, so their data now imports reliably.

Fixed contact syncing for Business Central records that have multiple email addresses.

The Payments page now shows expected settlement timing for every ACH payment.

Hover any icon to see estimated arrival times. Failed payments do not show settlement indicators.

When an ACH payment fails after a deposit has been issued, the clawback now appears as a consolidated line item in the Deposits view, giving merchants full visibility into funds leaving their accounts.

Fixed several flow issues in the payment terminal. The verification step now displays correctly after payment method selection, new clients are automatically redirected to onboarding with their email pre-filled, and clients are returned to the terminal with their payment context intact after completing onboarding.

Fixed a display issue where first-time ACH payments from a new bank account were showing the Same-Day ACH indicator despite being processed at standard speeds.

Corrected how invoice credit amounts are mapped when syncing with QuickBooks Online, resolving cases where credited balances appeared off in QBO.

The Payment Timeline UI has been enhanced to make payment activity easier to follow. This update gives you a clearer view of events and statuses, so you can quickly understand what happened at each step of the payment process.

Direct Sage Intacct integration support is now available!

Read the setup guide: Sage Intacct Integration Guide

Direct NetSuite integration support is now available!

Read the setup guide: NetSuite Integration Guide

FlexPoint now supports partial refunds and payment cancellations directly in your portal! Merchant can now issue custom refund amounts and process multiple refunds against a single payment with proper validation and tracking.

Negative deposits (e.g., chargebacks, ACH returns, clawbacks) are now surfaced. This gives merchants full visibility into funds leaving their accounts and ensures payout activity matches real bank transactions.

Improved handling of negative payouts in QuickBooks Desktop, introducing a more consistent accounting approach for refunds and clawbacks and reducing reconciliation complexity in edge cases.

Improved handling of same-day ACH payments cancellations.

This helps reduce connection errors and improves overall stability when interacting with ConnectWise instances.

Updated terminology used in the Integration Activity to better distinguish between Status, Type, and Category, making logs easier to understand and troubleshoot.

Resolved issues affecting certain scenarios where new invoice notifications were not being triggered correctly.

Fixed an issue where invoice status calculations could become inconsistent when comparing due dates and open invoice states.

Resolved an issue where invoice balances could appear differently between the Invoice List and Invoice Details pages due to incorrect payment processing values.

Addressed a scenario where invoices meeting import criteria were not syncing from Xero due to duplicate customer mapping in the integration configuration.

Fixed an issue where deposits could fail to sync when payments had previously been reconciled with another deposit, ensuring deposits now process correctly after reconciliation adjustments.

Resolved a bug causing certain bank account verification statuses to appear inconsistent across different areas of FlexPoint. Status mappings now correctly handle all verification states.

Fixed an issue where opening an invoice details link directly could incorrectly redirect users back to the invoice list instead of the selected invoice.

Improvements to Same-Day ACH payouts.