Feature Requests

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.

Maybe this is already possible but I couldn't see a way to do it - we'd like to invoice from QBO - not direct from HaloPSA _ but we'd like the option to use the Halo PDF as the source invoice so the customer gets the nicer branding.

Have some options to display a custom message to the customer. A use case would be dislpaying a message about billing changes, such as no longer accepting checks. Maybe something near the top of the portal or even a popup.

For data retention and sending verification it would be very helpful to do one or both of the following. Allow custom SMTP sending from a source of our choosing instead of FlexPoint's email partner. Allow BCC/Journalling email addres added to every outgoing email for archiving.

The automatic Open Invoice notifications are currently set to recur (customizable) every 30 days. This schedule doesn't make sense; it should be once a month on the 1st or 15th day of the month or something consistent. Every random 30 days from the day it's enabled doesn't track logically with anything.

Show total invoice amount plus surcharge fees on payment screen before customer pays.

I think the auto-pay tag gets confusing for customers when it shows "Auto-Pay" next to their invoice although they have auto-pay turned off. I am not sure the tag needs to be there unless it will actually go through as Auto-Pay. Auto-pay on? Tags show Auto-pay off? Tags don't need to show