Apply payment to invoices from paper checks | Voters

Apply payment to invoices from paper checks

Enrique Resendez

Would be nice to apply payment to invoices in Flexpoint when they are paid via paper check and have it synced to QBO. Currently we have to log in to QBO and apply payment to then sync to FP and HALO.

Basically do a data entry in FP for this type of payment as well as Wire Transfers.

March 19, 2025

Megan Moore

I don't mind entering payment in QBO, but want the payments to show up in FP. Currently the invoices just magically get marked as paid with no associated payment record showing in QBO.

David Szpunar

I agree that this would be a nice process improvement to have, as long as the item type was properly set to Check and we could input a check number for sasving in QBO. Would be nice to do checks in the FlexPoint UI. Not sure it's a top request for me but I would almost certainly use it with my team if it was available!