Why FlexPoint and Rewst?
Simplify client onboarding & payment collection
Rewst collects client data and FlexPoint captures payment methods in one streamlined step. Clients enter their info once and you’re ready to bill.
Unify your client portal experience
Rewst’s App Builder brings a “Billing” section to your portal that securely sends clients into FlexPoint’s portal via SSO or passwordless login.
Handle late payments & renewals with ease
Trigger alerts when invoices are overdue and initiate service pauses or follow-ups. Process renewals automatically with invoices generated in FlexPoint.
How it works
1. Connect FlexPoint & Rewst
First, download your regional security certificate from Rewst. Then, create your API credentials in FlexPoint.
2. Configure the integration
Head to Configuration > Integrations in Rewst, locate FlexPoint, enter your API key, and save. From there, you can start building automations to run.
3. Launch the automated workflows
Use Rewst to trigger FlexPoint actions around invoices, deposits, and customers. The options are endless, from client onboarding to renewals and reconciliation.
Rewst and 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.