Search functionality has been restored to the “Add Child Customers” modal in the Merchant Portal. Merchants can now quickly locate customers by name, phone, or email when linking accounts, eliminating the need to manually page through large customer lists.

Improved messaging when no valid bank account is available for invoice deposits in QuickBooks Desktop integrations. The system now clearly indicates when a bank account must be configured instead of displaying a confusing placeholder value.

Fixed a case-sensitivity issue that could cause invoice sync failures when product names differed only by capitalization (e.g., “Discount” vs. “discount”). Invoices now sync without triggering duplicate record errors in QuickBooks.

Resolved a UI issue that displayed a “Request Failed” message during Halo integration setup, even though the integration was successfully connected. This error dialog has been corrected to prevent confusion during onboarding.

Self-service refunds are now live! Merchants can initiate refunds directly within FlexPoint. This enhancement streamlines refund workflows and gives merchants greater control without needing to contact support.

Refund automatically and fully reconcile with your accounting system. The Open Balance of the invoice will update once the refund is successful.

The Customers widget on the Dashboard now excludes customers with a $0 open balance by default, helping merchants focus on accounts that require attention. Totals and full customer views remain unchanged.

Improved AutoPay behavior for merchants on credit card surcharge plans. When debit or prepaid cards are not enabled under surcharge configuration, the system now properly locks the card and displays a clear message instead of repeatedly attempting failed charges.

Resolved an issue where the “Add Credit Card” pop-up continued to appear even when a client had an ACH payment method on file. The prompt is now correctly suppressed when any valid payment method exists.

When collecting a payment in the Merchant Portal, payment collection errors now display clearer, actionable messages. This replaces generic system errors and guides users toward the correct next steps.

Additionally, resolved an issue which caused certain payment failures and added improved error diagnosis to prevent repeat failures.

Merchants using Halo in single-integration mode can now import historical invoices. The import flow was re-enabled with safer handling to prevent API overload, making it easier to backfill invoice history during onboarding.

Micro-deposit verification settings now clearly indicate who can verify deposits. The field is pre-populated with portal users, includes better helper text, and reduces confusion around who receives verification emails.

The Email Notifications page has been redesigned for clarity and usability. Each notification type is now displayed in its own outlined section, save and cancel actions are more explicit, toggles confirm changes immediately, and the layout is significantly more mobile-friendly.

Resolved an issue where notification toggles could appear out of sync for users who had never saved their settings. Toggle states now reliably reflect the actual configuration.

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.