Feature Requests

Please add a way to see when a payment method was added to a customer's account. A "Date Added" field on each saved card or bank account would be ideal. At minimum, we'd like a log showing when payment methods are added, changed, or removed, and by whom. Right now we can't confirm this timeline when handling billing disputes, failed payments, or possible unauthorized changes, and this would save us time and make those cases much easier to resolve.

A notification email for when there are invoices that could be imported but have not yet been

Client wants to be able to stay logged into the client payment portal for e.g. 30 days

When webhooks are enabled, they only fire for ACH payments, and not at all for credit card payments. They stopped on May 7th completely. This is separate (but makes the webhooks that much more useless) from the fact that webhooks for payments in general arrive hours to a day after the payment is made and there should be a pending payment webhook call at the same time as the notification email is sent. Your ACH webhooks seem to be intermittent as well recently.

Payment Calendar - consolidated view of scheduled payments for any given day (i.e., AutoPay). Enhanced visibility into expected cash collected.

We have at least one client and maybe more that uses multiple credit cards to split payments for one invoice for different businesses/divisions. They have requested (they proactively reached out today to complain about the current state and request this extra information) that the payment receipts they get emailed include which payment method was used to make that specific payment (for example, saying it was a Visa card ending in 1234), which support confirms is not possible today.

I was shocked today to learn that Flexpoint does not email customers to notify them that credit cards are going to expire.

It would be nice to see a time frame on when a deposit will be made.

Our company uses QuickBooks Online as our accounting platform and FlexPoint as our invoicing and payment portal. In many cases, the email address stored in QuickBooks Online is not the email address we want FlexPoint to use for invoice delivery. We intentionally maintain separate Bill-To email addresses within FlexPoint for invoicing purposes. Currently, FlexPoint prioritizes the invoice email address received from QuickBooks Online and overwrites or supersedes the email addresses we have configured in FlexPoint. This creates several challenges: Invoices are sent to unintended recipients. We must repeatedly correct email addresses after synchronization. Different contacts may be responsible for accounting, payments, and service administration. Our FlexPoint billing workflow cannot be managed independently of QuickBooks Online. We would like to request one of the following options: A setting that allows FlexPoint to prioritize the Bill-To email address stored in FlexPoint over the email address received from QuickBooks Online. A synchronization option that prevents QuickBooks Online from overwriting customer email addresses in FlexPoint. A per-customer setting that allows administrators to designate whether QuickBooks Online or FlexPoint should be considered the source of truth for invoice email delivery. This functionality would provide significantly greater flexibility for organizations that maintain separate billing contacts and would help prevent invoices from being delivered to the wrong recipients.

A report that details the credit card & ACH fees paid by the merchant for either this current calendar month or the previous calendar month