Feature Requests

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

Add a log to each invoice that records when a client opens the email or views it in the portal, similar to what QBO provides. This should also display the IP address used for viewing. This feature will help us determine if clients have seen or received our invoices.

Ability to manually trigger/schedule emails for specific clients.

Display open balances total next to the search bar on Invoices page instead of the total invoice amounts

Currently FlexPoint can only push invoices from ConnectWise to QBO, and when a client needs a Credit Memo issued, the Credit Memo needs to be manually created in QBO. The credit would then need to get applied, so this probably should go along with the suggestion for clients to apply credits - https://flexpoint.canny.io/feature-requests/p/credits

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.

Ability for payers to schedule a payment at a future date

Merchants should be able to select permissions for new users added to their portal (e.g. a user that can view but not modify invoices)

Ability to send clients an onboarding form to securely intake payment information