new
Week of 3/3
- Credit Memo sync from ConnectWise to QuickBooks Online is now available
- The Client Onboarding Form is now available, allowing you to collect new client information and payment methods within the FlexPoint platform
- Scheduled Payments now use a separate email notification template that properly reflects date of payment
- Quick Actions now includes a Download PDF button
- Resolved issue causing line items to be displayed to clients when using an integration PDF
- Improved invoice sync when integrated with Autotask
- Inactive child customers are no longer displayed when viewing the list of a customer's children
- Improved descriptions for failed payments
- Debit cards now indicate that they are debit cards rather than credit cards when added as a payment method
- FlexLine now has a minimum financing amount of $10,000