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Autopay rules Based on invoices, not only customers
We have clients that pay a monthly fee automatically. When we do projects for those clients, they typically pay manually. FlexPoint allowed us to use a phrase like “autopay” in the memo/item description in order to trigger an autopay. All our monthly recurring (autopay) any INVOICE that was supposed to be autopaid, we simply added the “autopay” product to and it would get autopaid.
SYNCRO MSP - Integration
We tried to move to a different software system last year but it didn’t work well so we reverted back to SYNCRO. However, we LOVED your payment system!
Show the payments made that are already sent to QBO
Transactions could greatly benefit from a view that shows the payments made that are already sent to QBO, but not yet on a payout to provide instant visibility of the "Undeposited Funds" amount that should tie to the QBO general ledger account.
Welcome Email with one click to add payment method
ConnectBooster makes it easy for us to send an email to a client that has a link, client clicks on it, logs in, and are immediately taken to a page that allows them to add a payment method.
Auto-Pay Rules Based on Agreement Names for Autotask and ConnectWise
The AutoPay Rule Enhancement expands functionality by allowing partners to create AutoPay rules based on agreement names, in addition to agreement types. This update supports partners with specific business rules tied to individual agreements. Integrated with Autotask and ConnectWise, the enhancement ensures agreement names are retrievable, selectable, and processed accurately, with a refined UI for easy rule creation and management.
Sync ConnectWise to Quickbooks
Partners spend too much time manually syncing vendor details, invoices, and payments between ConnectWise and QuickBooks. This process is prone to errors and delays, affecting their financial accuracy and efficiency. We are creating an automated solution that seamlessly syncs this data between these two platforms, reducing manual work and ensuring our financial records are always up to date.