Invoicing Module Features

  • Create invoices from field work orders, resulting in improved cashflow

  • Experience completely integrated two-way QuickBooks sync. No incomplete data, no manual import, and no third party needed for additional support

  • Request items directly from an invoice

  • Create an invoice from items scanned with a bar code scanner

  • Use an invoice and its items to create projects or work orders with these items as tasks

  • Invoice for time and materials directly from a work order

  • Invoice from three different sections of iPoint:

    • From a sales order (deposit invoices, progress payments, etc. for sold proposals)
    • From projects/work orders (time and materials invoices)
    • From the Accounting module (ad hoc or POS invoicing)
  • Use Request for Payment (RFP) billing:

    • Create progressive requests for payment that are non-posting transactions
    • Automatically create invoices for goods and services delivered
    • Combine progress payments with delivery invoices to track actual revenue and costs in the period they were incurred

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Want to Learn More?

Watch the following videos to learn more about invoicing in iPoint.