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Purchase Order Reports
Reports Module » Purchase Order Reports
Purchase Order reports are used to help analyze purchasing trends throughout iPoint. Available Reports: Line Report – shows a list of individual line items on purchase orders. Summary Report – shows a list of purchase orders. Back Order Report…
Purchase Order Details
Purchase Orders Module » Purchase Order Details
Purchase Order Details Screen The PO Details Screen is packed full of information that will tell you all about your Purchase Order. Here, you can add products, specify order details, send to the vendor, change statuses, make notes, and more. Let’s start from the…
Can I Allocate Stock to a Job After it’s Ordered?
Purchase Orders Module » Purchase Orders FAQ » Can I Allocate Stock to a Job After it’s Ordered?
Say you have a Purchase Order (PO) with some stock items on it that have not yet been received. But then you realize that you actually want to use those items for a job. You don’t have to wait until the item is received or remake the PO. You can allocate those stock…
Stock
Items Module » Item Details » Stock
Items: Stock The Stock tab is where you will find details about stock transactions and inventory history. The stock tab is only available on items with an Inventory Type of Inventory and is hidden on all other inventory types since we do not track inventory…
Items
Proposals Module » Design & Engineering » Items
Items All the items added in the Proposal Designer will populate on the left side of the screen. Drag and drop the items onto the background image to add them. From there, you can resize and rename them accordingly. Once an item has been added, it will appear green in…
Can I switch labor phases on a work order?
Work Orders Module » Work Orders FAQ » Can I switch labor phases on a work order?
Switch Labor Phase Phone When you Check-In for a Work Order, you first choose your Labor Phase such as travel, install, service, trim out, etc. But did you know you can switch to a different labor phase without checking out first then checking back in? This is…
How do I replace parts on a work order?
Work Orders Module » Work Orders FAQ » How do I replace parts on a work order?
Add a Replacement Part to the Work Order We’re here to help you take the guesswork out of some of the technology troubles you may encounter. In this edition of “Help! Robots are taking over the world,” we bring you the fol-low-ing: How to Replace Parts on a…
Add items to a PO
Purchase Orders Module » PO Details Items List » Add items to a PO
You can add items to a Purchase Order one of three ways: From a Sales Order From the Purchase Manager Directly on the Purchase Order To add a part, click in the empty Select an Item field. This will be the first line on a new PO or the last line on an…
How do I enter time manually on a work order?
Work Orders Module » Work Orders FAQ » How do I enter time manually on a work order?
Manual Entry on iOS From a work order, tap the time icon at the bottom right Tap the Manual Entry button Choose a user from the Resource dropdown list Choose Labor Phase from the Labor Phase dropdown list Type in any relevant notes in the Memo field…
Items Module
Items Module
Items List The Items module is where you will maintain the parts and services you sell to your customers. The Items module is probably the single most important module for data as it houses information for accounting, sales, ordering, engineering, and inventory…
Items settings
Settings Module » Module Settings » Items settings
The Items tab consists of options for the Items and Inventory modules. Item Options Options Default No Discount – A check in this box will cause the No Disc. box to be checked on all newly created items. Marking an item as no discount means that users…
Items (tab)
Settings Module » QuickBooks » Items (tab)
Settings - QuickBooks - Items You can import items in your iPoint database in several ways. Manually enter your items directly into the Items module Exporting your item list into a .csv file and sending it to iPoint Support to import Importing items using the…
Items List
CRM Module » Contact Details » Items List
Items Section In the Items section, you can see a list of all the items that have been sold to this customer. These parts come from sales orders and invoices as they are generated in the system. Items List For each item in the list, you can see: The…
Items Reports
Reports Module » Items Reports
The following reports pertain specifically to items in iPoint. Items Allocated – these are the items that have been staged or allocated for various jobs Items Sold – this report shows items that have appeared on an invoice Gift Cards Sold –…
Mobile: Items
Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Items
Mobile: Items The Item list shows all the products the customer has purchased. Items are added on Sales Orders, Change Orders, Projects, Work Orders, and Invoices. The Back Arrow takes you back to the customer details screen. The Magnifying Glass opens a filter…
Items FAQ
Items Module » Items FAQ
See links below for Frequently Asked Item Questions How do you change an Inventory Type? Custom Items Barcode Scanning for Items Alternate Vendors Multiple Labor Phases for Items
Items Allocated
Reports Module » Items Reports » Items Allocated
Item Allocations report The Item Allocations report provides a list of all products that have been staged (or allocated) for a particular job. This report is sorted by customer names. Item – the part number for the item Date – displays the date of…
Items Sold
Reports Module » Items Reports » Items Sold
Items Sold report The Items Sold report lists all items that have been placed on invoices, regardless of what module generated the invoice. The report shows: Item – the Item Name Qty – the number of items sold Amount – the total amount of all…
Item Stock Summary
Reports Module » Sales Order Reports » Item Stock Summary
Product Manager Stock Report The Item Stock Summary Report, also know as the Product Manager Stock Report shows the status of products with regards to sales orders. The report can also be printed from a Sales Order on the Product Manager > Options > Labels & Reports…
Stock Options Window
Inventory Module » Stock Options Window
Stock Options window Anytime you need to manipulate inventory, the Stock Options window will pop up. You’ll find this window in: Sales Order Product Manager Project Parts Work Order Parts Invoice Parts Delivery Purchase Request Manager Inventory…
Physical Stock Count
Inventory Module » Physical Stock Count
Physical Stock Count The Physical Stock Count tab is where you will conduct a physical inventory. Physical counts are typically done at the end of the fiscal year. But you might also conduct spot counts periodically through the year. Use this button to start a new…
Purchase Orders Module
Purchase Orders Module
From the iPoint dashboard, clicking on the Purchase Order module gives you three options: Purchase Orders – this button opens up the Purchase Orders screen so you can look at all of your purchase orders in one place Item Receipts – this button opens up…
Purchase Request Manager
Inventory Module » Purchase Request Manager
Inventory Dashboard: PRM The Inventory Dashboard: Purchase Request Manager displays a list of parts that have been requested from various locations in iPoint. The requests could come from Sales Orders, Projects, Work Orders, or Invoices. You’ll see the:…
Purchase Orders FAQ
Purchase Orders Module » Purchase Orders FAQ
See links below for Frequently Asked Purchase Order Questions . Can I allocate stock to a job after it’s ordered? How do you push inventory receipts to QB using a different date than the PO?
Jump to Added Items in a Proposal
Proposals Module » Proposals FAQ » Jump to Added Items in a Proposal
Jump to added items in a proposal. When designing a large proposal, the designer page will refresh to the top of the page each time a new item is added. But, you can jump to the room you are adding to, so you can keep track of those items added as you go. This may…
Sales Order
Settings Module » Module Settings » Proposals settings » Sales Order
Sales Order Module Options The following options apply specifically to Sales Orders. No Change Order Discount Modifier: Once a proposal is converted to a sales order the modifiers are not adjustable. This restriction applies to change orders as well.…
Installing iPoint on a Computer
Welcome » OnBoarding » iPoint Setup » Installing iPoint on a Computer
Desktop Requirements The FileMaker Pro desktop application will run on a variety of computer operating systems, including: macOS 10.15 Catalina macOS Big Sur 11.0 macOS Monterey 12.0 macOS Ventura 13.0 Windows 10 Windows 11 Note: Microsoft Surface Pro X…
How do I delete a sales order?
Sales Orders Module » Sales Order FAQ » How do I delete a sales order?
The first step in deleting a sales order is to revert it to a proposal. Once you have reverted the sales order to a proposal, then you can delete it. Complete the following steps to delete a sales order. . Step 1. Revert the sales order to a proposal Delete any…
How can I track retention on sales order jobs?
Sales Orders Module » Sales Order FAQ » How can I track retention on sales order jobs?
Retainage (often called retention) is a percentage of the amount certified as due to the contractor on an interim invoice and is deducted from the amount due and retained by the client. Primarily used for commercial contractors, the purpose of retainage is to…
How do you remove an item that has been delivered on a sales order?
Sales Orders Module » Sales Order FAQ » How do you remove an item that has been delivered on a sales order?
First, you have to un-deliver the part. Open the Sales Order Click the Product tab Click the blue Product Manager button Click the Details button next to the item you want to return and remove On the This Item tab, click the red Return button above the location…
PO Details Items List
Purchase Orders Module » PO Details Items List
Purchase Order Items List Item List The main section of the Purchase order is the Items List. The list is where you will see the items on the purchase order. Next, we will go into the process of manually adding items to a PO on the next page. PO Line Filter –…
Work Order Details
Work Orders Module » Work Order Details
Work Order The Work Order Details screen is where the actual work takes place. From here, we will change statuses, enter technicians’ time, track added parts, and track notes and images for the job. The mobile version of iPoint on an iOS device functions the…
Sales Order Reports
Reports Module » Sales Order Reports
Winston Delivers The Sales Order reports provide details about various aspects of the sales order process in iPoint and are used to evaluate billing and review delivery of parts, among other things. Available Reports: Summary – this report provides a quick look…
Work Order Status
Settings Module » Pop Up Lists » Work Order Status
Work Order Status Pop Up List Work Order Status is used to track the various stages of a work order as scheduled, worked on, and completed. Setup Navigate to Settings > Pop Up Lists and pick Tags from the dropdown menu. To add a status, type the status name in…
Work Order Type
Settings Module » Pop Up Lists » Work Order Type
Pop Up Lists: Work Order Type The Work Order Type allows users to track different kinds of work orders. You might want to sort by service calls versus sales jobs, for example. Or maybe you would like to track the difference between In-Warranty and Out-of-Warranty…
Sales Order Designer
Sales Orders Module » Sales Order Designer
Sales Order Designer button The Designer button in the top right corner of the Sales Order opens the list of parts and labor sold to your customer. This is the same list created on the Proposal with one significant difference. The parts are locked and can’t be…
Change Order Status
Settings Module » Pop Up Lists » Change Order Status
Pop Up List: Change Order Status The Change Order Status helps users understand what is happening with a specific Change Order on a Sales Order. Set Up Enter the list of the stages a change order goes through in your organization. For example, Not Started, In…
Create Work Order
Projects Module » Project Details » Create Work Order
Create Work Order window At the top of the Project Details and Tasks/Parts windows, you will see a Create Work Order button, which will open the Create Work Order window. This window looks very similar to the Tasks/Parts window in that it displays all the tasks…
Sales Order FAQ
Sales Orders Module » Sales Order FAQ
Sales Order Frequently Asked Questions How do you remove an item that has been delivered on a sales order? How do you add or remove sales order types? How can I track retention on sales orders? Can you show me how to simplify the delivery invoice process? How…
Sales Order Status
Settings Module » Pop Up Lists » Sales Order Status
Pop Up List: Sales Order Status Sales Orders have three separate statuses, used to help navigate a job through various portions of a company’s workflow. The Sales Order Status is particularly designed for the sales and project manager portion of the workflow.…
Back Order Report
Reports Module » Purchase Order Reports » Back Order Report
With the logistics challenges of 2020-2021, we have had several requests for a detailed back order report. While we do not yet have a pre-built backorder report, you can create one on your own if you have Export permissions. Open the Inventory Module Click the…
Module Icon Order
Dashboard » Module Icon Order
Edit Module Icons You can display the icons on the dashboard in one of three ways. First, they are defined by iPoint as described on the Dashboard page. Second, the icons can be reorganized by a system administrator to override the iPoint defined order. This is…
Sales Order Snapshot
Reports Module » Sales Order Reports » Sales Order Snapshot
sales Order Snap Shot report The Sales Order Snap Shot report provides a quick financial overview of the sales orders generated in the system in a quick, simple to read view. Here you’ll find: Customer – the name of the ( Bill To ) customer Ref#…
Is it possible to duplicate a work order?
Work Orders Module » Work Orders FAQ » Is it possible to duplicate a work order?
Duplicate a WO You may be able to duplicate a WO in less than half the time it takes currently! The secret? When duplicating a Work Order all you need to do is select a technician. There is no need to fill in the rest of the fields; they will automatically fill in…
How can I remove an item on a change order and keep the associated labor?
Sales Orders Module » Sales Order FAQ » How can I remove an item on a change order and keep the associated labor?
Items that have associated labor will get removed with that item on change orders. So how do you separate the two if you want to charge your customer for the labor but no longer want to charge for the item? And you don’t want the Change Order to read a new…
Product Manager
Sales Orders Module » Product » Product Manager
Product Manager The Product Manager is where all of the items sold on a sales order are requested for purchase, placed on purchase orders, allocated, or delivered. Many of these functions are processed throughout the iPoint software. But this is where all item…
Can I use a Job Site Address on a Proposal
Proposals Module » Proposals FAQ » Can I use a Job Site Address on a Proposal
Can I use a Job Site address on a proposal? Proposal Info When filling in the proposal address under the proposal info tab, the best practice is to select and enter in the Job Site address where the installation will take place. This way the job site address will…
Customer Work Order Notification
Settings Module » Module Settings » Work Orders settings » Notifications » Customer Work Order Notification
Customer Work Order Notification Customer Work Order Notifications automate the process of sending your customers reminders about the work you have scheduled for them in iPoint. Based on your settings, you will be able to send the customer an email with their…
Inventory Re-Order List
Inventory Module » Inventory Re-Order List
Inventory Dashboard: Re-Order The Inventory Re-Order dashboard displays any items that have fallen below their inventory minimums. If an item has been archived, it will not appear on this list, even if the min/max levels have not been removed from the…
Sales Order Billing Status
Settings Module » Pop Up Lists » Sales Order Billing Status
Pop Up List: Sales Order Billing Status Sales Orders have three separate statuses, used to help navigate a job through various portions of a company’s workflow. The Billing Status is particularly designed for the accounting portion of the workflow. The billing…
Sales Order Commissions (Legacy)
Reports Module » Commission Reports » Sales Order Commissions (Legacy)
The Sales Order Commission Report displays commissions calculated under the old, legacy version of commissions. These commissions were decommissioned in version 9.0416, but we leave these instructions here as some companies continue to utilize them. Note: By default,…
iPointTech Work Order Details
Mobile Access » iPointTech App » iPointTech Work Orders » iPointTech Work Order Details
iPointTech Work Order Tapping on a Work Order on the Dashboard or in the Work Order List will open the details of the work order. The Home icon at the top of the screen is your shortcut back to the iPointTech dashboard. If the home icon is red, that means you are…
How do you Create Custom Items?
Items Module » Items FAQ » How do you Create Custom Items?
How can you create and use a custom item? . If you do not want to add multiple items to your Item database (ie: shades), but want to add the item to a proposal/work order/project, then request and track that product through installation, you may want to create an item…
Sales Order Product Manager Status
Settings Module » Pop Up Lists » Sales Order Product Manager Status
Pop Up List: Sales Order Product Manager Status Sales Orders have three separate statuses, used to help navigate a job through various portions of a company’s workflow. The Product Manager Status is particularly designed for the inventory portion of the…
Adding Items to iPoint from the Library
iPoint Library » Adding Items to iPoint from the Library
Ready to add items? Let’s do it! Browse the iPoint Library Wildcard search if you know what you’re looking for. Utilize the drop down menu to narrow what fields you’re searching by (Vendor, Item, etc.). Toggle to show only those that are…
Where does Barcode Scanning Work for Items?
Items Module » Items FAQ » Where does Barcode Scanning Work for Items?
Having the ability to scan products in iPoint to receive, transfer, allocate and deliver is a real time saver! Wouldn’t it be awesome to have all of the scanning capabilities in one spot? Well, you’re in luck. Please see the table below to review…
How do I add tasks to my Work Order from a Project?
Work Orders Module » Work Orders FAQ » How do I add tasks to my Work Order from a Project?
If you have a task attached to a project, and want to insert it into a specific work order – Guess what? You totally can! New Task from Project in a Work Order To create a new task inside a Work Order that is already in the Project: Inside the Work Order simply…
Add Products
Proposals Module » Proposal Designer » Add Products
Add Products Adding products to the Designer is done by clicking on the blue Add Products button at the top right corner of the designer. This opens a pop-up window where you choose a product to be added to specific locations in your design. Product Selection The…
Work Order Custom 1 & 2
Settings Module » Pop Up Lists » Work Order Custom 1 & 2
Pop Up List Work Order Custom You may have information you want to track for your Work Order, but there isn’t a predefined field to capture the details you want. These two Custom Fields provide the ability to track any additional information you want on a Work…
Work Orders on the Calendar
Calendar Module (Schedule Pro 2017) » Work Orders on the Calendar
Any work order created in iPoint appears on the calendar as colored boxes. In addition, each work order has details inside the colored box showing: Time – the starting time of the event Details – he name of the work order as defined in Settings > Module…
Installing iPoint on iOS Devices
Welcome » OnBoarding » iPoint Setup » Installing iPoint on iOS Devices
Mobile Device Requirements Remote access to iPoint is available using an Apple iPhone or iPad. The FileMaker Go application is only available for iOS devices. Devices need to be running on the latest iOS to access iPoint. Update: We are testing new WebDirect…
WO Options
Work Orders Module » WO Options
Just like every other module in iPoint, the Options button on the work order provides additional things you can do with the Work Order. Let’s take a look at each of the available choices. Standard tab Persistent – Checking this box makes the…
What’s the Difference Between Product Manager and Purchase Request Manager?
Inventory Module » Inventory FAQ » What’s the Difference Between Product Manager and Purchase Request Manager?
Product Manager vs. Purchase Request Manager Both Product Manager and Purchase Request Manager have a list of items that can be selected and placed on a purchase order. However, they both function very differently. The main difference is the Product Manager lives on…
Invoice Detail
Accounting Module » Invoices List » Invoice Detail
Invoice Detail Header The top of the invoice shows the basic customer details, including: Customer Name – The name of the customer entered here. To enter a customer name, start typing in the field to automatically populate a list of customers based on the…
What if the sales tax rate has been updated since the start of a Sales Order?
Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs » What if the sales tax rate has been updated since the start of a Sales Order?
When a tax rate changes on a Sales Order, it will cause the RFP totals to change. If you have already received your final RFP payments, this will cause your RFP balance not to match the funds needed for your Delivery Invoices. . Adjust the Tax Rate on the Sales…
Low on Disk Space – Purging!
Welcome » Support & Training » Troubleshooting » Low on Disk Space – Purging!
The “Low Disk Space” error occurs when your computer has less than 8GB of free hard drive space. This error can typically be solved quickly by permanently deleting your trash or emptying your download folder. If those options don’t work, you might…
PDF cannot be created on disk
Welcome » Support & Training » Troubleshooting » PDF cannot be created on disk
Error: PDF Cannot be Created on Disk This error is typically displayed when trying to create a PDF proposal. This error means that something went wrong when saving the PDF to your computer. Here are the common troubleshooting options for this error. . Windows…
Custom Fonts not working on PDFs
Welcome » Support & Training » Troubleshooting » Custom Fonts not working on PDFs
Make sure the font that was installed is NOT a variable weight font (meaning it contains bold, light, medium all in one font). Instead, install each version of the font separately. Also, make sure to install TrueType fonts on Windows machines (.ttf). Mac can use…
How do you remove an item that has been delivered on a Standard Invoice?
Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs » How do you remove an item that has been delivered on a Standard Invoice?
Follow these steps: Open the invoice and find the delivered item you want to delete. Click the Delivered box that shows the quantity delivered. This opens a Transaction window. Click on the Delivered line that shows the quantity Select an inventory location to…
Work Orders Module
Work Orders Module
Work Order List Work Orders are the documents that Technicians use to track their time on jobs, get instructions on what parts are used, and schedule tasks. Work Orders are also the vehicle used to track a technician’s time worked. In this section of the…
Completing a Deal
CRM Module » Contact Details » Deals » Completing a Deal
Deal Carousel The Deal Carousel is the primary mechanism for dealing with iPoint pipeline deals. Starting the Deal Enter the Source, Estimated Value, and Expected Close date for the deal into the carousel. Create one or more proposals, just like you would for a…
Receiving a PO
Purchase Orders Module » PO Details Items List » Receiving a PO
Yay!! It’s delivery day! The UPS man has delivered your goodies, and it’s time to start checking in those orders. First, check the packing slip – oftentimes, you will see your PO printed right on it and a list of what was delivered. Now it is time…
RFP A/R
Sales Orders Module » Billing » RFP A/R
This page defines the RFP-Accounts Receivable billing process. Click here if you are using RFP- Liability billing. Click here if you are using standard line item & summary billing. Sales Order: Billing RFP A/R Billing tab The main body of the billing tab shows you…
How do you add or remove sales order types?
Sales Orders Module » Sales Order FAQ » How do you add or remove sales order types?
The Sales Order Type field on the Sales Order Info (tab) is a self-populating list, accumulating types that are entered by various users. To add a new Sales Order Type, manually type a new “type” in the Sales Order Type field. Once entered, it will be…
Invoicing From a Project
Accounting Module » Invoicing From a Project
There are multiple places to create invoices in iPoint: Sales Order – this is where you will conduct the majority of sales-related invoicing. With multiple invoicing methodologies, you should be able to create the perfect invoice for your sales transactions.…
Work Orders
CRM Module » Contact Details » Work Orders
Work Orders Section In the Work Orders section, you can view a list of work orders created for this customer. At the top of the list, you’ll find a couple of helpful tools. Do Not Send Work Order Notifications – When a new work order is…
Item Details
Items Module » Item Details
Item Details An item’s details are the most critical part of the iPoint database because it encompasses information that affects sales, ordering, scheduling, billing, and inventory control. Navigation In addition to the standard navigation elements…
How is QB Desktop impacted if we sync items as Inventory or Non-Inventory?
Settings Module » QuickBooks » Items (tab) » How is QB Desktop impacted if we sync items as Inventory or Non-Inventory?
First, let’s look at COGS when syncing items as non-inventory This is how to handle COGS when you are syncing all items to Quickbooks as non-inventory. The process to get accurate monthly COGS is the following: . When purchase orders are entered and received,…
Should I enter the job as a Customer or a Job?
CRM Module » CRM FAQ » Should I enter the job as a Customer or a Job?
In general, create one customer record for each customer. This record is the primary address, and any work done at that primary address will be entered here (proposals, sales orders, work orders, etc.) If the customer has a second home or location, say a vacation home…
How do you handle an over payment on an invoice?
Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs » How do you handle an over payment on an invoice?
When a customer pays more than the invoice they received, there are a couple of different ways to enter this into iPoint depending on the accounting method your company has adopted. Standard and RFP-Liability invoices Open the Accounting module Select…
Product Manager Options
Sales Orders Module » Product » Product Manager » Product Manager Options
Clicking the Options button on the Product Manager presents a number of different options available to you. These options are spread out across four tabs and each tab is described in detail here. Product Options: Transactions Transactions The transaction tab is…
Receiving a PO with Item Receipts
Purchase Orders Module » PO Details Items List » Receiving a PO with Item Receipts
Yay!! It’s delivery day! The UPS man has delivered your goodies, and it’s time to start checking in those orders. First, check the packing slip – oftentimes, you will see your PO printed right on it and a list of what was delivered. Now it is…
How can I list Unit / MSRP / Labor Price on my Client Proposal
Proposals Module » Proposals FAQ » How can I list Unit / MSRP / Labor Price on my Client Proposal
How can I list a (Unit / MSRP / Labor) price on my client’s Proposal? The two columns of numbers on the client proposal can seem confusing. So, in this section, we’ll take a look at the numbers in the left-hand column: what the number choices are, where…
SO Options
Sales Orders Module » SO Options
Sales Order Options The Options button provides a variety of actions you can perform for this particular sales order. Standard In some rare instances, you may want to have the Sales Order reflected in QuickBooks as an estimate. This option is rarely used as…
Using a Credit Memo to Balance Delivery Invoices
Settings Module » Module Settings » Proposals settings » Accounting » Deferred Revenue Settings » Using a Credit Memo to Balance Delivery Invoices
In a world where your clients pay timely, this options would never be needed. You would always have more money from your clients than the goods and services you’ve delivered to them. In this scenario, when you create the delivery invoice, there are funds to pay…
I have a big job for both a builder and their customer. How do I enter that into iPoint?
Sales Orders Module » Sales Order FAQ » I have a big job for both a builder and their customer. How do I enter that into iPoint?
Scenario: A builder has hired you to install the low voltage for a new home they are building. They have been working with the new homeowner to specify equipment and build options. The infrastructure on the proposal you’ve provided will be paid for by the…
Item Additional Settings
Items Module » Item Details » Item Additional Settings
Item Details: Additional Settings The Additional Settings tab provides granular details about an item, in many cases overriding standard functionality in the software. This doesn’t print anywhere. It is simply used here as a note pad. Memo The memo field is…
Can I use a double window envelope for my invoices?
Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs » Can I use a double window envelope for my invoices?
Are you wasting money on return address labels or time on addressing envelopes by hand? Did you know you can set up your invoices to print so you can use them with double-window envelopes? To change the invoice settings to the double-window template, go…
How do you handle a returned/bounced check in iPoint?
Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs » How do you handle a returned/bounced check in iPoint?
We do not currently have a returned check function in iPoint. But here is how you process a bounced check: . Use the returned check feature in Quick Books:…
Does iPoint have the ability to track a Warranty Fund?
Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs » Does iPoint have the ability to track a Warranty Fund?
Some companies utilize a Warranty Fund to deposit funds (from overages or actual charges to customers). Then, as warranty work is completed, they draw on that fund to help pay for warranty work. Here is how you would track those transactions in iPoint. . Setup Start…
Can I switch from RFP A/R to RFP Liability?
Accounting Module » Accounting FAQ » RFP FAQs » Can I switch from RFP A/R to RFP Liability?
Yes, you can! First, a little background. When we first developed the Request for Payment system, we built it using the Accounts Receivable model. As we started working with Community Members, we realized we could build an even better mousetrap and viola! RFP Liability…
Deferred Revenue Settings
Settings Module » Module Settings » Proposals settings » Accounting » Deferred Revenue Settings
Proposal Accounting Options Deferred Revenue Accounting is a two-step invoicing method. A Request For Payment (RFP) is sent to the customer, asking them to provide payments. Payments are then captured as deposits and can be applied to delivery invoices. A…
Using the Product Manager
Sales Orders Module » Product » Product Manager » Using the Product Manager
There are two ways to work with parts: individually and in bulk. Individual Product If you want to work with only one or two items, the individual Stock Options button might be the easiest process. At the end of each line are two buttons. The Stock Options button ( …
How do you process finance charges deducted by a finance company?
Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs » How do you process finance charges deducted by a finance company?
Accounting Finance Fees If you use a financing company that pays you directly for purchases made by your customer, chances are they will short-pay the invoice, withholding the finance charges. So how do you deal with that in iPoint? Finance charges are an expense,…
SO Reports
Sales Orders Module » SO Reports
Sales Order Reports The Reports tab houses a variety of customer-facing reports and some Job Costing reports designed for management use. Standard Options Nearly every report described on this page has an Options button where you can sort and filter the report to…
Project
Sales Orders Module » Project
Sales Order: Project tab The project tab of a sales order is where the labor portion of a job is tracked and is comprised of 4 sections. Project Name The first section links to the associated project. The blue Go to Project button will open the corresponding…
Docs/Asgmts/Data (tab)
Sales Orders Module » Docs/Asgmts/Data (tab)
Documents, Assignments, and Data This tab houses various data elements for the Sales Order and is broken into three sub-tabs: Docs/ Assignments, Custom Data List, and Cover Page Image. Documents The first tab holds any documents that have been created for the…
What’s next? What can I expect as a new community member?
Welcome » What’s next? What can I expect as a new community member?
What to Expect as a new Community Member Wondering what’s next? We want you to know what steps we’ll be taking to get you started, acclimated and using iPoint. We will call you to see if you need help with installation and logging in Give you a brief…
Change Orders
Sales Orders Module » Change Orders
Change Order tab Once a sales order is created (converted from a Proposal), it becomes locked, and changes must be completed through a formal change order process. This best practice is designed to protect you from customers who make changes but never pay for their…
How do you Push Inventory Receipts to QB Using a Different Date than the PO?
Purchase Orders Module » Purchase Orders FAQ » How do you Push Inventory Receipts to QB Using a Different Date than the PO?
If you create a purchase order on Sept 23 and sync it to QuickBooks, the QB PO is also dated Sept 23. But if you receive items on the purchase order on Sept 28, the synced item receipts still show up in QuickBooks as being received on Sept 23, the date of the Purchase…