Past Due notifications have been upgraded to Past Due Sequences. You can now build staged reminder sequences - with varying language and recurrence per sequence! This is a powerful new tool in the cash collections process. Learn more here.

You can now set an anchor date for New Invoice Emails, ensuring FlexPoint only sends emails for invoices synced after a specific date. This helps avoid duplicate notifications during your initial onboarding with FlexPoint or other migrations and keeps past-due invoices routed through the correct reminder flows.

When importing invoices from Halo without an invoice number, FlexPoint now shows a clearer confirmation message explaining the impact and offering a clear choice to continue or cancel. Existing behavior remains unchanged when an invoice number is present.

Webhook docs now include readable enum values and mappings for payment methods, making it easier to build and test payloads accurately. Typos in sample payloads were also cleaned up.

The Core platform has been upgraded to .NET 10, along with dependency updates. Various UI enhancements pertaining to Same Day ACH payments were released as well.

Invoice syncing with ConnectWise now supports more robust General Ledger mappings, ensuring invoices post to the correct accounts in QuickBooks, including complex agreement and revenue scenarios.

GL account mappings now support account structures that include sub-accounts, improving compatibility with more advanced accounting setups.

Fixed an edge case scenario which would cause Past Due reminders to be sent for Paid invoices.

Merchants can now enable HaloPSA in a single-integration setup, simplifying configuration for teams using Halo as their primary system.

Additional fixes and refinements were deployed across payments, refunds, and integrations to improve overall system stability and accuracy.

The verification code input on mobile now opens a numeric keypad by default, making it faster and easier to enter login codes without extra taps.

Resolved issues where payment processing or payout bank accounts could appear as Pending or locked despite being active in downstream systems. Statuses now stay in sync across FlexPoint and payment providers.

The Integrations settings page has been streamlined to focus on your active integration, reducing clutter and helping users complete required configuration steps more easily.

Fixed an issue to correctly display payment method nicknames during checkout.

Additional fixes and refinements were deployed across the platform to improve usability, reliability, and overall system stability

Merchant applications now support 0% ownership scenarios when applicable, making it easier to onboard businesses with non-traditional or complex ownership structures.

You can now specify a Reply-To email address for outgoing emails without configuring a custom email domain, helping ensure customer replies go directly to the right person or team.

We’ve made several improvements to invoice and payment workflows, including more accurate AutoPay status handling, better bulk payment visibility in the Client Portal, and improved reliability when unlocking payment methods.

Fixed an issue affecting mobile users where multi-factor authentication codes did not activate the login button, allowing users to complete login smoothly on mobile devices.

Tax handling for GL Connect workflows has been improved, ensuring accurate tax sync even when QuickBooks tax settings are disabled. We also resolved edge-case errors in product selection when integrations are not yet configured.

A set of UI refinements and stability fixes were rolled out across the platform to improve usability, consistency, and overall reliability.

We’ve introduced expedited payment synchronization. Payments made via FlexPoint (ACH and Credit Card) will now update the invoice status almost immediately in your accounting system, reducing downstream errors and enabling faster system updates. In the event of a failed payment (typically ACH failures), our rollback functionality will automatically reverse the transaction to maintain accuracy.

You can now configure the Payment Terminal to sync payments as either Sales Receipts or Unapplied Payments, offering greater flexibility in how transactions flow into QuickBooks Desktop.

Expanded Web API functionality with new invoice endpoints, improved webhook authentication, and updated documentation to support more robust integrations.

The integration log now records the specific user who authorized AutoPay on a payment method, improving traceability and compliance visibility.

Implemented multiple enhancements and fixes across the platform to improve stability, performance, and overall user experience.

Added functionality to create and edit nicknames for payment methods, making them easier to identify and manage.

Introduced the option to interrupt or stop a historical invoice import, giving users more control over the process.

Implemented multiple improvements and fixes related to payment method tokenization and system integrations, ensuring smoother performance and reliability.

Payments made via our Bulk Payment feature (one payment across multiple invoices) now will be automatically rolled back in your accounting system

Implemented multiple enhancements and fixes across the platform, including updates to the Payment Terminal, ACH Authorization codes, and integrations

AutoPay tags with tooltips now populate directly on the Invoice Detail Page, providing clearer visibility into automated billing status at the invoice level.

Added auto-complete functionality when creating or updating AutoPay rules, making configuration faster and more accurate.

Fixed an issue that could impact deposit calculations when using the API, ensuring accurate reporting and reconciliation.

Improved the content and clarity of Payment Method Locked emails sent after failed payments, giving customers better guidance on next steps to resolve payment issues.

Implemented multiple enhancements and fixes across the platform, including updates to the Payment Terminal, Past Due email notifications, and the Merchant Application

You can now control how Payment Terminal transactions sync into your accounting system. Choose between Sales Receipts or Unapplied Payments for improved flexibility pertaining to payment reconciliation

AutoPay tags now display a helpful tooltip explaining why AutoPay may not run, giving you clearer insight into automated billing behavior

Added support for Payment Rollback in Xero. Refunded and failed transaction will automatically update in Xero with corresponding journal entries

Fixed a problem that prevented payment method rules from displaying correctly.

General stability, performance, and reliability enhancements across the platform.