Feature Requests

Our invoices are generated through HaloPSA, and while we can include a link to our branded payment portal, we believe there would be significant value in supporting invoice specific payment links. The ideal workflow would allow a customer to click a “Pay Invoice” button directly from the PDF and be taken straight to the corresponding invoice in the payment portal, rather than needing to manually search for or enter invoice details. This would help streamline the payment experience, reduce friction for customers, and likely improve payment completion rates. We would appreciate if this enhancement could be considered for a future release.

Would be nice to schedule emails to send at a certain date/time instead of auto-sending when I do my billing on a weekend at 2am.

I need to access this data programmatically via API for automation. I want to automatically insert the payment into our ERP. I can do this now (requesting all invoices via API) , but it would be incredibly inefficient as time passes. If I could get a list of payments via API based on the date the payment was processed, and if the returned data contained a list of invoice IDs, I could then apply the payments in my system without having to hammer your API.

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

In our old platform on our main Dashboard, we could see not only all outstanding financial activity but the actual dollar amount that was going to land via ACH, and when - they had a calendar that actually showed how much was landing on which day, which made it great for cashflow management. We'd love to see something similar in here for the same reason.

Allow adding a note when processing a refund for the history records.

We use Connectwise and QuickBooks Online - the only way to apply late fees automatically is through Quickbooks. However it is not added to the invoice PDF as Flexpoint gets the pdf from Connectwise. We do not have the option to have PDF invoices pulled from QB as it does not have the level of customization that our customers expect. When paying the invoice, would be great if customer can see Invoice amount, late fee amount and total due. If the system is unable to update a pdf, there should be a line while paying that there is a late fee and what the fee is. Also in the invoice list perhaps a column called late fee applied and a yes or no in that column

We would like to be able to attach a single PDF (example - for quarterly promotion or a new product) to all invoices being sent out rather than only allowing attachments one by one to each individual invoice. We send out roughly 300 invoices each month, so individual attachments are not realistic for this type of scenario.

I would like to be able to create another email template that I can use to send things like Shutoff or disconnection notices.