Bally

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Activity overview

Latest activity by Bally
  • Bally created an article,

    Flex Cloud: Understanding KPIs and Reports

    The KPIs and Reports feature in Flex provides insights into project performance, sales, and profitability to help you track business success. This guide explains how key metrics are calculated, whe...

  • Bally created an article,

    Leads: How to customize a Lead's status

    It is possible to add a lead status with a color in the Flex Cloud platform. This will then show in the Leads tab and will make it easier to view and filter on leads under different status markers....

  • Bally created an article,

    What's new in version 14.10

    Released on 07.23.2026Design Flex 14.10 introduces a combination of rendering improvements, performance updates, and expanded Flex Cloud capabilities. This release focuses on improving visual quali...

  • Bally created an article,

    Import Data from Cyncly Payments into QuickBooks Online

    This article explains how to export transaction data from the Payments Portal and import it into QuickBooks Online (QBO). This enables you to record payments, fees, refunds, and chargebacks in your...

  • Bally created an article,

    Managing Disputes for Payments in Design Flex

    A dispute occurs when a cardholder challenges a transaction with their bank. Disputes are managed through the Merchant Portal and may result in fees and temporary loss of funds.  Chargebacks are es...

  • Bally created an article,

    Processing Refunds in Design Flex

    Refunds can be processed either in the Merchant Portal or directly in Design Flex, depending on your workflow. Process a refund in the Merchant PortalGo to Billing > Merchant Portal. Open the Payme...

  • Bally created an article,

    Using the Merchant Portal in Design Flex

    The Merchant Portal allows you to view payments, manage disputes, configure notifications, and review payouts and statements.Access the Merchant PortalOn Flex Cloud, go to Billing > Merchant Portal...

  • Bally created an article,

    ACH Payments with Design Flex

    This article explains how Automated Clearing House (ACH) payments work in Design Flex and what to expect when customers pay using a US bank account. ACH payments are completed through a Payment Req...

  • Bally created an article,

    Search for Commands in Design

    Design Search adds a search field to the main ribbon, making it easier to find and run commands without needing to remember where they are located. Instead of navigating through the ribbon or File ...

  • Bally created an article,

    Submit feedback in Design Flex

    From version 14.9 Design Flex includes a Feedback button that lets you quickly share your experience with Cyncly without leaving the application.Using this button, you can open a short Voice of the...