new
Week of 11/2
New
Redesigned Notification Settings
Settings > Notifications has a cleaner, simpler layout, with your emails organized into three clear groups:
- Transactional Emails: New Invoice, Upcoming AutoPay Payment and Upcoming Scheduled Payment now sit in one table, where you can turn each email on or off, set its timing, open its template and choose whether to attach the invoice PDF. Changes here save automatically. The New Invoice option to skip invoices synced before a certain date now lives in that email's Advanced settings.
- Past Due Invoices: shows how past due balances get followed up, whether by AR Agents, basic email sequences, or both.
- Open Invoice Statements: this is what used to be called Open Invoices, and it sends exactly the same email as before.
Which emails go out hasn't changed, so there's nothing you need to do.
Improvements
Cleaner Contract Type List in ConnectWise AutoPay Rules
When you set up a ConnectWise AutoPay rule, the Contract Type dropdown now shows only your active contract types, so long lists of retired ones no longer get in the way.
ConnectWise and Xero Syncing Improvements
Updates from ConnectWise and Xero now come into FlexPoint through an improved webhook process, so changes sync more reliably.
Bug Fixes
Your Logo in AR Agents
The AR Agents navigation now shows your company logo instead of the FlexPoint logo, so your branding stays consistent as you move between FlexPoint and AR Agents.