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QuickBooks

Settings Module » QuickBooks

iPoint tracks nearly every aspect of your business, from sales and service to invoicing and purchasing. However, the software utilizes QuickBooks to track financials, accounts payable, and payroll. iPoint gives you a completely integrated two-way QuickBooks sync,…

QuickBooks Online

Settings Module » Integrations » QuickBooks Online

iPoint synchronizes information to QuickBooks for financial reporting and accounts payable. If you utilize the online version of QuickBooks, you set up the connection to your QuickBooks Online file here in Integrations. *If you use QuickBooks desktop you will set up…

QuickBooks Lists

Settings Module » QuickBooks » QuickBooks Lists

QuickBooks Lists Several items need to be pulled from QuickBooks into iPoint for transactions to sync. We’ve already set up a chart of accounts, customers, vendors, and items. This tab pulls in some of the behind the scenes information QuickBooks…

QuickBooks Data

CRM Module » Contact Details » QuickBooks Data

QuickBooks Data Section In the QuickBooks Data section, you can view this customer’s contact information synced between QuickBooks and iPoint. The left-hand column displays the information last synced to QuickBooks. The right-hand column displays the…

Setup QuickBooks

Welcome » OnBoarding » iPoint Setup » Setup QuickBooks

iPoint relies on QuickBooks to do the financial reporting for your company. iPoint seamlessly integrates with QuickBooks Desktop (Pro, Premium, and Enterprise editions) or QuickBooks Online. The purpose of this Quick Start Guide is to get you up and running with…

Mobile: QuickBooks Data

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: QuickBooks Data

Mobile: QuickBooks Data In the QuickBooks Data section, you can view this customer’s contact information synced between QuickBooks and iPoint. At the top of the window, the Back Arrow takes you back to the customer details screen. The left-hand column…

Syncing to QuickBooks

iPoint is a project management software that runs almost every aspect of your business. From sales and service to purchasing and invoicing to inventory and time tracking, iPoint does it all… almost! While we are experts at project management and job costing,…

QuickBooks: Desktop vs. Online

Settings Module » QuickBooks » QuickBooks: Desktop vs. Online

iPoint synchronizes with both the Desktop and Online versions of QuickBooks. We have done our best to make sure that data and transactions sync seamlessly to create a simple yet powerful connection. Which of the platforms should you use to interface with iPoint. We…

iPoint Data to QuickBooks

Syncing to QuickBooks » iPoint Data to QuickBooks

Data are the details that both software platforms share about Customers, Items, Vendors, and System Info. Think of data as the common language spoken between iPoint and QuickBooks. QuickBooks: Edit Customer window Customer Data The following chart shows the CRM…

iPoint Transactions to QuickBooks

Syncing to QuickBooks » iPoint Transactions to QuickBooks

This section of the manual is intended to explain how transactions affect QuickBooks when they are synced from iPoint. There are two primary transaction types to consider, the purchase and storing of inventory and the sale and cash receipts for goods and services…

How do iPoint transactions impact Quickbooks financials?

Accounting Module » Accounting FAQ » QB FAQs » How do iPoint transactions impact Quickbooks financials?

For the most part, every transaction you sync from iPoint to QuickBooks deals with either inventory or accounts receivable. Obviously, if you are taking payments from customers, you can also directly affect the cash accounts. Transactional entries are typically…

What happens when I sync stuff to Quickbooks?

Accounting Module » Accounting FAQ » QB FAQs » What happens when I sync stuff to Quickbooks?

The iPoint software is, among other things, a project management tool, and as such, there is limited financial reporting that takes place in the program. The majority of the reports run in iPoint deal with Project Accounting, telling you about the financial health of…

Discount in Quickbooks is showing an incorrect tax amount

Accounting Module » Accounting FAQ » QB FAQs » Discount in Quickbooks is showing an incorrect tax amount

The discount item in QB takes on the tax basis of everything above it on the invoice. So if you want the discount to be fully taxable, you need to organize the items on the invoice with the discount listed immediately under all your taxable items. . If a non-taxable…

Page 2 Image

Settings Module » Custom Templates » Cover Page (tab) » Page 2 Image

Sometimes the information presented on the cover page is too long to fit on a single page. For example, you may want to provide details about your companies history or the services you offer. You can include additional details and information on page 2 of the Cover…

Wizard Learn 2

Welcome » OnBoarding » iPoint Setup » Wizard Learn 2

We’ve moved to the process where we’re looking at Purchasing and Invoicing. Again, this is using the goals you set up back in the Setup phase of the Wizard. And yes, we are looking for your team to complete 50% of your goal while getting their feet wet. The…

Registration

Settings Module » QuickBooks » Registration

QuickBooks Registration Note: The QuickBooks Registration tab is only used if you are using QuickBooks Desktop. If your company uses QuickBooks Online, please refer to the Integration settings: Settings > Integrations > QuickBooks Online In order to sync…

Tier 2 is HERE!

iPoint Library » Tier 2 is HERE!

iPoint Library Tier 2 is ALL about SAVING TIME and making your life easier! . . . . . . . . UPC Barcodes How about instead of you or your warehouse person spending hours adding barcodes manually for each and every item in your database, we do it for you!?? This…

New QuickBooks or Switching from QBO to QBD (or vice versa)

Settings Module » QuickBooks » Registration » New QuickBooks or Switching from QBO to QBD (or vice versa)

From time to time, you might find it necessary to connect iPoint to a different set of QuickBooks. For example: You have been using QuickBooks Online and have decided that the QuickBooks Desktop product might be a better fit for the way you do…

Project Custom 1 & 2

Settings Module » Pop Up Lists » Project Custom 1 & 2

Pop Up List: Project Custom Fields Each Project has two customizable drop-down fields to track information that iPoint might not have a preset field for. There is a Project Custom 1 and Project Custom 2 field available. Since both custom fields work the same way, we…

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…

QB Step 2: Chart of Accounts

Welcome » OnBoarding » iPoint Setup » Setup QuickBooks » QB Step 2: Chart of Accounts

QuickBooks Chart of Accounts settings To confirm that the sync to QuickBooks is working we will get started by pulling in your chart of accounts. Go to Settings > QuickBooks > Chart of Accounts (tab) Make sure you either have QuickBooks open on your computer…

Tier 2 New Options and Features

iPoint Library » Tier 2 New Options and Features

These are some highly requested features and options that we know you’ll really like. Whether you’re purchasing for the first time or upgrading from Tier 1, you’ll need to purchase Tier 2 to access the options below. If you’re purchasing for…

Why should I wait for the payment to be received before pushing RFP Liability invoices to Quickbooks?

Accounting Module » Accounting FAQ » RFP FAQs » Why should I wait for the payment to be received before pushing RFP Liability invoices to Quickbooks?

A Request for Payment is not an invoice! Wait! What!?!?!? The dictionary defines an invoice as “a list of goods sent or services provided, with a statement of the sum due for these; a bill.” An RFP does not define goods or services that the customer…

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…

Invoices (tab)

Settings Module » QuickBooks » Invoices (tab)

QuickBooks Invoices The invoices tab of the QuickBooks Controls Panel provides information about customer-based transactions. Sales Reps To sync sales information based on specific sales personnel, you must create a link between QuickBooks sales reps and the users…

Credit Card Processing Settings

Settings Module » Integrations » Credit Card Processing Settings

Set Up Credit Card Processing The CCP tab is where you integrate iPoint to Transnational for your credit card processing. Important: iPoint does not store any credit card information. We are simply a conduit to one of the four credit card processors. Customer credit…

General

Settings Module » Users » General

User Settings The General (tab) adds granular user functionality and affects how the user appears in various modules. Job Roles System Administrator Checking this box will enable a user to access the Settings Module. If you leave this box cleared, they…

Accounting FAQ

Accounting Module » Accounting FAQ

Here are answers to Frequently Asked Accounting Questions broken down into subtopics. RFP FAQs QB FAQs Miscellaneous Accounting FAQs

QB Step 1: Integration

Welcome » OnBoarding » iPoint Setup » Setup QuickBooks » QB Step 1: Integration

The first step is to get iPoint talking to your QuickBooks file. There are two methods, depending on which version of QuickBooks you are using. Setup QuickBooks Desktop QuickBooks Desktop Open iPoint Make sure that QuickBooks is open on the same computer iPoint…

Negative RFP or RFP Credit Memo: What is the best way to issue a refund when using RFP?

Accounting Module » Accounting FAQ » RFP FAQs » Negative RFP or RFP Credit Memo: What is the best way to issue a refund when using RFP?

The job is done and paid! You got everything closed out, and now it’s time to move onto the next… But WAIT! Your customer wants to return that last wing-a-ding and get a refund for it. What is the best way to issue this refund inside iPoint when using RFP…

Pop Up Lists

Settings Module » Pop Up Lists

Pop Up Lists are used throughout the iPoint software to customize functionality. Many of these options help you align the iPoint software with your company’s business practices. Pop Up List Builder To modify a Pop-Up List, choose the list from the top of the…

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:…

Billing

Sales Orders Module » Billing

There are three primary methods for billing sales jobs in iPoint. Each of the options functions slightly differently and as a result, cause the Billing tab to appear and function differently. Before we get started on the processes, let’s understand the…

Refunds

Accounting Module » Accounting FAQ » QB FAQs » Accounting Process FAQs » Refunds

Refunds When a customer has a credit memo, and you want to refund the customer their payment, there are two processes depending on whether you are using QuickBooks Online or QuickBooks Desktop. You can also apply the credit to an open invoice or refund their credit…

Accounting Options

Settings Module » Module Settings » Proposals settings » Accounting » Accounting Options

We’re all in business to make money. And there is nothing more fun than counting the money you’ve made at the end of the day. But it is never really that simple, is it? Accounting is more than just zeros and ones. There are many ways to account for things…

Chart of Accounts

Settings Module » QuickBooks » Chart of Accounts

QuickBooks Chart of Accounts settings The Chart of Accounts tab is where you tell iPoint how to push transactions utilizing your QuickBooks financial accounts. This process is typically completed during the initial setup of iPoint. But sometimes, you will make…

QB Sync List

Items Module » Options » QB Sync List

QuickBooks Sync List The QuickBooks Sync List is where updates to items in Quickbooks are managed. To access this list, open Items > Options (button) > Views (tab) >QB Sync List Header Your first option is the sort drop-down where you can sort the list of items…

QB Step 4: Importing Data

Welcome » OnBoarding » iPoint Setup » Setup QuickBooks » QB Step 4: Importing Data

The final step to integrating QuickBooks into the iPoint process is to populate your customer, vendor, and Items lists. If you are setting up QuickBooks for the first time or are bringing these lists from another piece of software, you can skip this step. !iPoint can…

Sites

Settings Module » QuickBooks » Sites

QuickBooks Site Settings Companies that use QuickBooks Desktop Enterprise have an option to add Advanced Inventory functionality. With that Intuit add-on, QuickBooks can track inventory through multiple sites. Note: If you do not have Advanced Inventory activated in…

Time (tab)

Settings Module » QuickBooks » Time (tab)

QuickBooks Work Order Time Sync The QuickBooks Time tab is used when calculating payroll in QuickBooks Desktop using the time a technician enters onto Work Orders. Note: iPoint does not currently support syncing work order time to QuickBooks Online. *If you utilize…

Sync List Options

Items Module » Options » QB Sync List » Sync List Options

Most of the real transactional processes on the QuickBooks Sync List are handled in the Options button. Each of the tabs is detailed below. QB Sync Options: QuickBooks QuickBooks tab Show Items Not Synced – this button will cause the list to display only…

How do I make Inventory Counts in QB match iPoint?

Inventory Module » Inventory FAQ » How do I make Inventory Counts in QB match iPoint?

Making Inventory Counts in QB match iPoint Update QuickBooks Stock Levels Inventory is reduced in QuickBooks every time you push a Delivery or Standard invoice. Similarly, when you push a Purchase Order Item Receipt, the inventory quantities in QuickBooks are…

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…

Year End Inventory

Inventory Module » Year End Inventory

It is your favorite time of year, time to complete year-end inventory! It doesn’t matter if you are using a physical calendar year or a fiscal calendar year, iPoint will help you make sure inventory counts are accurate in both iPoint and QuickBooks! Let’s take…

Customers

Settings Module » QuickBooks » Customers

QuickBooks Customer Settings When first setting up iPoint, you have three options to bring in your customer information. You can manually type in all your customers (WOW! That seems like a lot of work!) You can export your customer information from your third-party…

Tracking Prevailing Wage

Projects Module » Projects FAQ » Tracking Prevailing Wage

In government contracting, a prevailing wage is defined as the hourly wage, usual benefits, and overtime paid to the majority of workers, laborers, and mechanics within a particular area. To track a prevailing wage in iPoint requires a bit of setup. In QuickBooks,…

Error Logs (tab)

Settings Module » QuickBooks » Error Logs (tab)

QuickBooks Error Logs The Error Logs tab is utilized by iPoint Support to help troubleshoot transactions and information that is not pushing correctly to QuickBooks. Most users will find this information to be foreign and not understandable. However, if you have…

Vendors

Settings Module » QuickBooks » Vendors

Import Vendors from QuickBooks Vendors are imported from QuickBooks when you first start using iPoint. This is typically done once, but you may be directed to do this process again when working with an iPoint Support Specialist to repair certain sync issues. Importing…

How do you change an Inventory Type?

Items Module » Items FAQ » How do you change an Inventory Type?

How can you change an items inventory type? While it is simple in iPoint to change an inventory type (you simply change the dropdown item) it is not so easy when it comes to QuickBooks. QuickBooks will not let you change the inventory type of an item after it has been…

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…

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…

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…

QB FAQs

Accounting Module » Accounting FAQ » QB FAQs

All of these Frequently Asked Accounting Questions are related to QB Discount in QB is showing an incorrect tax amount How do iPoint transactions impact QB financials? What happens when I sync stuff to QB?

Gift Cards Lookup

Accounting Module » Gift Cards Lookup

Gift Cards A gift card, gift certificate, or gift voucher is a prepaid stored-value device used as an alternative to cash for purchases within your business. Most of the time a customer will buy the gift card and then gift it to another person. For that reason, the…

Payment Details

Accounting Module » Payments List » Payment Details

Payment Details window The payment details window is where all the information about each payment is stored. There are four major sections to this window. Details Payment Info Invoice List Control . . . . . Details The five buttons across the top of…

QB Step 3: Lists

Welcome » OnBoarding » iPoint Setup » Setup QuickBooks » QB Step 3: Lists

QuickBooks Setup: Lists There are several items that iPoint uses for transactions that are created in QuickBooks and pulled into iPoint. Go to the Lists tab, and press the blue buttons corresponding to each of the following: Payment Methods are used to signify…

The customer has paid for multiple RFP A/R Invoices in one payment. How do I enter that in iPoint?

Accounting Module » Accounting FAQ » RFP FAQs » The customer has paid for multiple RFP A/R Invoices in one payment. How do I enter that in iPoint?

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…

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…

Retention setup

Settings Module » Module Settings » Proposals settings » Accounting » Accounting Options » Retention setup

Retention is a billing tool used by General Contractors (GC) to ensure that their Sub-Contractors finish the work they have billed for and is typically used in commercial or government projects. When a subcontractor invoices the GC for work completed, the GC will…

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…

How do I simplify the delivery invoice process?

Sales Orders Module » Sales Order FAQ » How do I simplify the delivery invoice process?

Create All Delivery Invoices Create, sync, and apply RFP credits to delivery invoices in no time. No need to do each step for each individual Sales Order – you can check this off your list in just a few steps. 1. Create All Delivery Invoices From the Sales…

How do I push Inventory to QBO?

Inventory Module » Inventory FAQ » How do I push Inventory to QBO?

How do I push Inventory to QBO? iPoint does not support inventory in QuickBooks online. QuickBooks Online has multiple versions, and only the Plus version can track inventory. At this time, we are developing the iPoint Sync to work with the most common versions of…

Integrations

Settings Module » Integrations

iPoint integrates with multiple software platforms to keep you connected and operating smoothly. This section provides integration into various online applications. Click on the links below to learn more about that particular integration. Google Calendar –…

Labor Phases

Settings Module » Labor Phases

Labor Phases provide several functions throughout the software. First, we’ll discuss their various uses. Then we’ll look at setting them up. Use Labor on Items: Each item can have an associated labor phase and time set up on the Item Master. Let’s…

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…

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…

Vendors Module

Vendors Module The Vendors module holds information about the companies where you buy services and products to sell to your customers. Click on the Vendors icon on the dashboard to access the list of vendors. Vendors are your suppliers, people, or companies you buy…

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,…

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…

Wizard Data

Welcome » OnBoarding » iPoint Setup » Wizard Data

Wizard Data The Data tab of the Wizard helps you understand the progress your team is making in grooming your data for use. While you don’t actually enter data here, this is where you learn all about data. So what data is needed for iPoint? There are three…

Work Orders settings

Settings Module » Module Settings » Work Orders settings

The Work Orders tab is where you customize how the Work Orders work in iPoint. Module Settings: Work Orders Default Labor Item – Select the Labor Phase from the drop-down corresponding to your service work. These labor phases are defined in Settings > Labor…

RFP Liability

Sales Orders Module » Billing » RFP Liability

This page defines the RFP-Liability billing process. Click here if you are using RFP- AR billing. Click here if you are using standard line item & summary billing. Sales Order: Billing RFP Liability Billing tab The main body of the billing tab shows you the…

2019 Q3 & Q4

Welcome » Change-Log » 2019 Q3 & Q4

This page represents the features and updates made to iPoint since our last release. While this list isn’t comprehensive, it does list the majority of the changes and upgrades we’ve made to iPoint. Many of the features have been written about in our…

How do you handle defective inventory?

RMA Module » RMA FAQ » How do you handle defective inventory?

There are a couple of options on how to use iPoint to handle defective items. . If the vendor is replacing the inventory. Create an RMA Warehouse in Settings > Module Settings > Items > Inventory Locations Transfer defective or damaged product into the RMA…

Projects settings

Settings Module » Module Settings » Projects settings

Project Module Settings The options on this tab control functionality in the Project Module. Use Color Override on Milestone Done Default SO Docs to be viewable on Projects/WO – Documents can be stored on a Sales Order in the Docs/Asgmts/Data tab. Each…

Item Receipts

Purchase Orders Module » PO Details Items List » Item Receipts

Item Receipt Screen The item receipts screen is where you can view all the item receipts that have been created when receiving items on a purchase order. Navigate to this screen by clicking on the Purchase Order module and then clicking on Item Receipts. The green…

Invoice Payment

Accounting Module » Invoices List » Invoice Detail » Invoice Payment

The New Payment/Credit button on the invoice opens the Payment Add pop-over. This is where all Payment information is added for a particular invoice. Note that this window will have different information depending on the accounting methodology set up by your system…

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…

Settings Module

Dashboard: Settings Module The settings module is where you can make customizations to how the iPoint software platform functions. Here you can set user access, customize iPoint to work the way you do in your business, and turn on various software features you may…

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…

Vendor Details

Vendors Module » Vendor Details

Vendor Details Screen The Vendor Details screen shows a lot of information about the vendor. Let’s start in the middle of the screen. Company Info This is the primary details for your vendor. Company Name – enter the name as it appears on the…

Non-Billable change orders and RFP don’t mix

Sales Orders Module » Sales Order FAQ » Non-Billable change orders and RFP don’t mix

One of the available options in Settings > Module Settings > Proposals > Sales Orders is to Allow Non-Billable Change Orders. This is a great way to track costs on a job that you do not want to pass along to your customers. HOWEVER, this feature will wreak…

Projects Options

Projects Module » Projects Options

Projects Options button The Options button reveals a number of ways to filter and process the list visible list of projects. Filters tab Use the available fields to define search details to restrict the number of projects displayed on the Projects list. You can…

RFP vs Delivery Invoice Variance

Sales Orders Module » Sales Order FAQ » RFP vs Delivery Invoice Variance

At the end of a job, the RFP balance and the Delivery Invoice balance should match. However, there are times when the two balances do not match, and this is generally due to including actual time or parts directly onto delivery invoices rather than going through the…

Item Type

Settings Module » Pop Up Lists » Item Type

Pop Up List: Item Type The Item Type is one of three filters used on the Item Master to help users quickly find products in the iPoint database. The three filters are Manufacturer, Category, and Type. For example, you might choose a category of Speaker and a type of…

Import Tool

Items Module » Options » Import Tool

You have just signed up with a new vendor who has a new product line you need to pull into iPoint. Or maybe the new product year reveals a batch of new items you want to import. With the Import Tool, you can quickly pull in data directly into iPoint in a batch, rather…

Time Entries Reports

Reports Module » Time Entries Reports

Time Summary Report Time Summary (e.g. WO Time) The Time Summary report tracks time entered directly on Work Orders. Typically this is for work completed on customer’s jobs. But many companies will create a persistent company work order where they track…

Invoice Summary

Reports Module » Invoices Reports » Invoice Summary

Invoice Summary report The Invoice Summary Report is your quickest view of the invoices generated and their status. By default, this report will show the previous 30 days’ worth of invoices. But that can always be adjusted by using the Options button. When…

Notification Triggers

Settings Module » Notification Builder » Notification Triggers

This page defines all the Notification triggers available, including: Trigger name Fires when – a description of the action in iPoint that will create and send the notification Criteria possibilities – a list of the choices available Operator – a…

Progressive Billing Change Orders

Sales Orders Module » Billing » Progressive Billing Change Orders

Change Order Progressive Billing When a change order is added to a job, you will typically create a single invoice for the entire change order. You might even group two or three change orders together on one invoice. But sometimes, you may want to provide a…

2021 Q2

Welcome » Change-Log » 2021 Q2

This page represents the features and updates made to iPoint since our last release. While this list isn’t comprehensive, it does list the majority of the changes and upgrades we’ve made to iPoint. These features are all current as of Version…

Glossary of Terms

Welcome » Glossary of Terms

As you navigate the iPoint User Manual, you will see us use some of the following terms. Credit Memo: A document that details items, parts, and charges refunded to the customer. A credit memo can be applied to an invoice or refund a customer payment in…

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…

Payments List

Accounting Module » Payments List

The payment module is where iPoint will track all payments made by customers. Payments module Across the top of the window are your standard sort options: The Payments button indicates that payments are being displayed. Clicking on the button allows the user to…

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…

CRM Module

CRM: Customer Relationship Management The CRM module holds all of the customers and contacts you have entered into iPoint. This is also the place you will go to find documents related to a specific individual or business. If a document is customer-related,…

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,…

Use Tax

Settings Module » Module Settings » Proposals settings » Accounting » Accounting Options » Use Tax

Explanation Use tax is one of the most complicated and PITA policies many states have implemented. Use tax is a tax that applies to contractors and contractor – retailers. Instead of charging sales tax to the customer, you must pay the sales tax based on your…

Company Info

Settings Module » Company Info

Company Information Settings The Company Information tab provides default settings for a number of different aspects of the iPoint software. Company Name: Enter the name of your company here. This field is utilized on numerous reports. Website: Enter the web…

First Things First…

Welcome » OnBoarding » First Things First…

There are several tasks you can be working on while you are waiting for your server to arrive. So take a look and feel free to call with any questions you have or visit our online scheduling tool to schedule a time for help! Company Logo and Template Examples If…