Show full payment history and credits, even if payments were made outside of FlexPoint
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Sam Kushner
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Sam Kushner
Merged in a post:
Show full payment history and credits, even if payments were made outside of FlexPoint
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Megan Moore
Currently clients are only able to see FlexPoint-processed payments under their payment history, which causes confusion when they want to know if/how a check or ACH has been applied. They should be able to see all payment history and how payments were applied to the invoices.
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Sam Kushner
Megan Moore invoices marked as Paid in your accounting system will be reflected as such!
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Megan Moore
Sam Kushner I know the invoices won't show as open any longer in the Invoices list, but our clients are having some confusion when looking specifically at the Payments tab which only shows the Flexpoint-processed payments. They want to be able to see all payments on their account regardless of payment method or origin. Our previous portal system was able to show all checks, client-initiated ACHs, credits, etc. in addition to payments processed directly in the portal and how each was applied.
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Sam Kushner
Megan Moore you will want to click the Paid filter in the Client Portal to view all invoices that were Paid - they could have been paid within FlexPoint or marked Paid in your account system. Does this help?
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Megan Moore
Sam Kushner no, we are specifically looking for this information to be listed under Payments instead of invoices. Clients want to be able to see all payments made or credits given in that list, not which invoices are paid. This functionality is currently not available.