Why FlexPoint and CPQ?
Collect payments sooner
Accept payment immediately after quote approval to reduce DSO and speed up cash flow.
Remove friction from big decisions
Give your clients flexibility with multiple payment options, like financing for up to 12 months.
Eliminate manual errors and delays
No more duplicate data entry, chasing checks, and disconnected systems.
How it works
1. Add your FlexPoint payment terminal link to CPQ templates
FlexPoint's virtual payment terminal makes it easy to get paid anywhere. In a few quick clicks, add it to your CPQ quotes and emails.
2. Your clients accept the quote in CPQ
The usual ConnectWise CPQ experience stays the same, from building to acceptance. Once they click "pay now", they're redirected to your FlexPoint virtual payment terminal.
3. Your clients are redirected to FlexPoint to pay
Your client will be redirected to the FlexPoint checkout screen. The associated deposit amount will be prepopulated, and they can pay via credit card, ACH, or even flexible financing.
ConnectWise CPQ & FlexPoint Integration
How does the QuickBooks Online integration enhance FlexPoint's billing capabilities?
The integration automates the synchronization of invoices and payments between FlexPoint and QuickBooks Online, ensuring data consistency and reducing manual entry errors. This enhances the efficiency of billing cycles and financial reporting.
What are the requirements to integrate QuickBooks Online with FlexPoint?
You'll need an active QuickBooks Online account and administrative access in both FlexPoint and QuickBooks Online to enable the integration. The process involves simple steps within the FlexPoint integrations menu to connect your accounts.
Can I automatically reconcile transactions through the integration?
Yes, the integration includes automated reconciliation of transactions, which matches payments to invoices accurately, streamlining the reconciliation process and reducing the administrative burden on your finance team.
Is there support available if I encounter issues with the integration?
FlexPoint provides dedicated support for all integration-related queries and issues. You can access support through your FlexPoint dashboard or by contacting our customer support team directly.
How secure is the data shared between FlexPoint and QuickBooks Online?
Data security is a top priority; the integration uses advanced encryption protocols to securely sync data between FlexPoint and QuickBooks Online, ensuring that your financial information is protected at all times.
Working with FlexPoint has been an incredible experience. The team is responsive, the platform works excellently, and our client experience has never been stronger.
From day one, FlexPoint delivered unmatched support, a frictionless product, & a commitment to innovation. It's also reassuring knowing our clients approve of them as much as we do.
FlexPoint changed the game for us by bringing all of our complex billing operations under one roof. It was the perfect fit, and we're now poised for greater future growth with a trusted partner by our side.