Feature Requests

We have a customer in the property management industry that manages a large number of buildings. Each building has its own office, network equipment, and most importantly, its own accounting and bank account. In ConnectWise PSA, we are able to create each building as a Site/Location and enable Invoice Separately, which works well for invoicing. The challenge is with FlexPoint. Regardless of which site an agreement belongs to, FlexPoint always charges the company's default payment method. For customers like this, each site needs to have its own payment method because every building pays from a different bank account. Requested Enhancements Location-Level Payment Methods Sync company locations/sites from ConnectWise PSA into FlexPoint. Allow each location to have its own default payment method (ACH or credit card). When an invoice is generated for a specific location, automatically charge that location's default payment method instead of the parent company's payment method. This enhancement would be extremely valuable for MSPs that support property management companies, franchises, multi-location businesses, healthcare organizations, schools, and any customer where individual locations maintain separate financial accounts while operating under a single parent organization.

I would like to ensure that my invoice notification emails go out whenever I create an invoice, even if it is a night/weekend/holiday.

When a user enters an email address that is not configured as a Portal User, the current experience appears to prompt for a verification code that is never received. This creates the impression that email delivery or the portal is malfunctioning. Consider displaying a message such as: "This email address is not an authorized Portal User. Please contact an existing Portal User or your MSP to grant access, or use Guest Checkout." Many SMBs have invoices forwarded between owners, office managers, bookkeepers, controllers, and AP staff. Most users are unaware that an existing Portal User can add additional users. Providing a clearer message and directing users to the Portal User process would reduce confusion, failed login attempts, and support requests.

A pretty basic part of a payment platform is to be able to include taxes in the payments. Currently, the API cannot create an invoice with sales tax. Sure would be nice to have that working!

We are having trouble searching for clients because client legal names for billing often differ from the DBA, or because a parent company is invoiced for subsidiary companies. While we can put the familiar company name in the Notes field, this field is not included in the customer search. Is there a way we can include the Notes field when searching for customers? Currently, we must search through Slack messages, emails, or Google Drive docs to recall which entity is paying for some of these clients even though that information is in the notes under each company. This is a royal pain when we get a report on project statuses and need to ensure that milestones are billed accordingly. Our employees know the company by its DBA which is what is used in these reports, and the billing portal quite often differs.

It would be great if we could choose who the reminder emails get sent to for invoices, rather than the only option being for everyone to get them.

We would like to see the number of emails reduced if possible when a client or customer makes a bulk payment for many invoices. Right now we receive an email for every invoice paid. Would be nice if we could get one email with a list of all the invoices they are paying not an email for each invoice. I just received about 10 emails for one payment. Thank you,

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

It seems that each time a customer goes to their settings, they are prompted with a popup to add a credit card. This is annoying for customers, especially those that don't want to load a credit card. There should be an option to disable this.

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