Why FlexPoint and HaloPSA?
Eliminate double data entry across tools
Stop bouncing between systems. Invoices and payment updates flow automatically between HaloPSA and FlexPoint so your records stay perfectly in sync.
Offer a better client experience
Give clients flexible payment options including ACH, credit card, and financing all within a white-label client portal that feels like an extension of your brand.
Automate deposit reconciliation
Match deposits to invoices automatically so your books stay accurate and your team spends less time chasing payment details.
How it works
Connect FlexPoint to HaloPSA
Set up the integration in just a few clicks using your API keys. Once connected, your systems start syncing immediately.
Send invoices from HaloPSA
Create and send invoices directly from HaloPSA, and payment links are automatically included so clients can pay online.
Process and reconcile in FlexPoint
All payments flow into FlexPoint for secure processing and automatic reconciliation, eliminating manual data transfers.
Track payment status
View real-time payment updates in either system and quickly spot outstanding balances without switching between tools.
HaloPSA and FlexPoint integration
Does this integration work in real time?
Yes. Invoice and payment data sync instantly between HaloPSA and FlexPoint so your records are always up to date.
Can I surcharge credit card payments?
Absolutely – but check that it's legal in your state. If enabled in FlexPoint, surcharges are applied automatically to HaloPSA invoices where it is compliant. FlexPoint also allows you to split processing fees with customers, if desired.
Is the setup complicated?
Not at all. Follow our setup guide, which walks you through connecting FlexPoint with HaloPSA's API.
Which payment methods are supported?
Credit card, ACH, and financing are all supported, with customizable options for your clients.
Can I setup automatic payments?
Yes. With FlexPoint, you can enable and customize AutoPay rules to take the guesswork out of getting paid.
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.