Feature Requests

Can you add a Bcc: email address field to client accounts, so that my salespeople can get copied on Past Due invoice notifications to their clients?

We would like to have a different template for 30 days past due, etc and then an alternate Collections Notice sort of template for invoices that are 90 days past due. More broadly, I think a different template for 30 days, 45, 60, etc would be helpful for more clients

Send different notifications as the invoices get further past due.

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.

Customers should be able to assign nicknames to saved payment methods

We would like to have the ability to select certain customers that we do not want to pass along the CC processing fees.

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.

Merchant would like to be able to access client payment receipts

For example , if we do not allow the use of a CC for invoices over $5000.00. That protects us from someone using a CC with a 3% fee on a 100k invoice. at worst case, just put this feature on the CC charge setup, just a field called "Invoice Limit Amount"

Please add the ability to disable internal notifications for when a client schedules a payment. I don't need to be notified every time a client schedules a payment, but would like to know when payments are made.