Feature Requests

Are there any plans to release a mobile app for FlexPoint?  Often times I need to see the current status of our client accounts and it is difficult to access the portal from a mobile device.

We have a small handful of clients asking to see how much their CC Fee will be prior to making payment - short of us adding a 3% fee we manual create on an invoice and then eating the fee - which would add a great deal of manual effort to our billing process and is counter to the value prop of moving to FlexPoint - we'd like to request where the client has been flagged as Autopay, and paying the CC Fee, and.or a CC is the primary payment method - please add a line showing the calculated CC fee to the customer.

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

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

A 'request refund' button on each invoice (in the merchant portal) that automatically opens up a ticket requesting the refund. Additionally, the status of the transaction should begin as 'request refund' and be updated to 'refunded' once the refund has been processed.

Send different notifications as the invoices get further past due.

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

Right now the total open balance amount on the Dashboard considers an amount closed as soon as ACH begins processing. I'd like to suggest we don't count a payment as received just because ACH is processing. Sometimes it can be as much as five days before we receive payment OR the ACH payment can fail. This means we always have a mismatch between what our QBO app shows is open and pending and what Flexpoint believes is pending requiring us to delve into the mintuae or the Payments report to track ACH items that are Processing. I think removing this will allow the dashboard to have more value as it will be accurate, literally as we don't yet have that money - and can account for the rare scenario an ACH fails and not lead us astray when projecting cashflow.

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

Merchant would like to be able to access client payment receipts