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VAT & Tax Support

FlexPortal now supports VAT and tax calculations across all billing flows.
  • Tax preview - See tax calculations before finalizing orders
  • VAT support - Automatic VAT handling for EU businesses
  • Tax-inclusive pricing - Display prices with or without tax
  • Welcome emails - New customers receive automated welcome emails with billing details
Configure tax settings in Settings → Taxes in your dashboard.

Enterprise Billing

Comprehensive billing features for enterprise customers.
  • Custom billing cycles - Flexible billing frequencies for large accounts
  • Invoice management - Generate and manage enterprise invoices
  • Currency support - Multi-currency billing setup
  • Overdue payment alerts - Automatic notifications for overdue payments
  • Payment permissions - Role-based access for payment operations
Contact sales for enterprise billing setup.

Payments & Billing API

Full payments API now available for integration.
  • Payment endpoints - List, get, mark paid, and cancel payments
  • First payment handling - Flexible first payment options
  • Billing API - Programmatic billing management
  • Daily payment metrics - Historical snapshots for payment analytics
View Payments API Documentation

Order & Subscription Cancellation

New cancellation workflows for orders and subscriptions.
  • Order cancellation - Cancel pending orders before fulfillment
  • Subscription cancellation - End subscriptions with reason tracking
  • Variant protection - Prevent deletion of variants with active subscriptions
  • Cancellation history - Full audit trail of all cancellations
View Cancel Order API | View Cancel Subscription API

Product Images & Cost Recovery

Visual product management and enhanced profitability tracking.
  • Product images - Upload and manage product photos with drag & drop
  • Variant images - Individual images per variant
  • Image lightbox - Full-screen image viewing
  • Cost recovery dashboard - Track profitability per asset and subscription
  • Breakeven indicators - Color-coded margin and profit metrics
Upload images in the product edit page under Products → Edit.

Pricing Presets & Customer Management

Streamlined pricing configuration and customer management.
  • Pricing presets - Save and reuse pricing configurations
  • Custom presets - Create tailored pricing for specific use cases
  • Customer management - Full customer list with search and filters
  • Asset details - Enhanced asset information panel with notes
  • Keyboard shortcuts - Cmd/Ctrl+Enter to save notes quickly
Create pricing presets in Settings → Pricing Presets.

Enhanced Data Tables

Major improvements to data display across the platform.
  • Unified data tables - Consistent table experience everywhere
  • Row selection - Select multiple items for bulk actions
  • Popover details - Quick preview without leaving the list
  • Timeline components - Visual history for subscriptions and orders
  • Status badges - Improved color-coded status indicators
All list views now use the enhanced data table components.

Dashboard Analytics

New analytics and reporting capabilities.
  • Dashboard API - Programmatic access to key business metrics
  • Usage statistics - Query subscription and payment data
  • Performance optimization - Faster stats queries with improved indexing
  • Upgrade tracking - Track device upgrades with previous subscription links
View API Documentation

Settings & Feature Management

Reorganized settings for better discoverability.
  • Settings sections - Grouped settings by category
  • Feature toggles - Enable/disable platform features
  • Subscription terminology - “Rentals” now consistently called “Subscriptions”
  • UI consistency - Updated labels and navigation across the platform
Access all settings from the sidebar under Settings.

Settings Panel

Introducing a comprehensive settings panel to manage your FlexPortal tenant configuration directly from the dashboard.
  • 12 settings sections - General, Localization, Taxes, Features, Subscriptions, Order Forms, Custom Fields, Addresses, Contracts, Asset Workflow, API Keys, and Activity
  • Subscription configuration - Set contract lengths, extension rules, buyout calculations, and early return policies
  • Custom fields - Create and manage custom fields for customers, orders, and subscriptions
  • API key management - Generate and revoke API keys directly from the dashboard
  • Activity log - Track all settings changes with full audit history
Access Settings from the sidebar navigation in your FlexPortal dashboard.

FlexPortal API

The FlexPortal API is now publicly available, enabling you to build integrations and automate your subscription workflows.Endpoints:
  • Orders - Create subscription orders, list and retrieve order details
  • Subscriptions - Full lifecycle management including buyout, extend, upgrade, replace, and early return
  • Products - Create, update, import via CSV, and manage product variants
  • Customers - List, retrieve, and update customer records
  • Assets - Track physical products with serial numbers
  • Files - Manage documents and generate contracts
  • Exports - Export subscription data for reporting
Features:
  • Bearer token authentication
  • Available in EU, US, and Qatar regions
  • Interactive API playground in docs
View API Reference

Multi-Region Support

FlexPortal is now available in multiple regions for better performance and data residency.
  • EU Region - api-eu.flexportal.io for European customers
  • US Region - api-us.flexportal.io for North American customers
  • Qatar Region - api-qatar.flexportal.io for Middle East customers
  • Region-specific data - Data stays within your chosen region
Choose your region during onboarding based on your customer base location.