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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…
Invoice Options
Accounting Module » Invoices List » Invoice Detail » Invoice Options
Invoice Options: Standard Standard Archive – a check in this box removes the invoice from the standard list view. You can always see it later by choosing to show archived. View PDF of Invoice button – this button generates a PDF of the invoice and…
Invoice List Options
Accounting Module » Invoices List » Invoice List Options
Accounting List Options The invoice list can display a large number of invoices making it difficult to find the exact transaction desired. Clicking the Options button provides a number of methods to perform global invoice processes as well as restrict the list to a…
Accounting
Settings Module » Module Settings » Proposals settings » Accounting
Proposal Accounting Options The Accounting tab of the Proposal Module Settings defines how your company will generate invoices. While many setting options define how iPoint functions, the accounting settings also define how information is passed to QuickBooks and…
Accounting Module
Accounting Module
Accounting Module The Accounting module is home to customer-facing financial transactions. Estimates are Quick Quotes, typically used in a Point of Sale process where a customer wants the price of one or two items. Think of an Estimate as an Invoice with no payment…
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
Options
Items Module » Options
The Options button gives you the ability to search your list of parts for specific items using search criteria. Click here for a description of all the options available. The Options button will be orange if search criteria are applied. If the button is tan colored,…
Accounting Process FAQs
Accounting Module » Accounting FAQ » QB FAQs » Accounting Process FAQs
Here are our Frequently Asked Accounting Process Questions How can I take payments? How do refunds work?
Miscellaneous Accounting FAQs
Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs
All of these Frequently Asked Miscellaneous Accounting Questions What if the sales tax rate has been updated since the start of a Sales Order? Does iPoint have the ability to track a warranty fund? How do you handle a returned/bounced check? Can I use a double…
Invoice Status
Settings Module » Pop Up Lists » Invoice Status
Pop Up List: Invoice Status The Invoice Status helps iPoint users know what has happened to a specific invoice in the accounting module. The invoice can be marked as “submitted” indicating that the customer has received the invoice. Or maybe all invoices…
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…
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…
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…
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…
Viewing Options
Calendar Module (Schedule Pro 2017) » Viewing Options
Calendar Ninja The first viewing option is to decide who to view. Use the Calendar Group dropdown to choose a calendar group which will be comprised of specific individuals. For example, you might have a Sales group comprised of sales staff and their assistants.…
Designer Options
Proposals Module » Proposal Designer » Designer Options
The Options button on the Designer helps manipulate the details in the design in a number of different ways There are multiple tabs that provide different functionality. We’ll take a look at each tab separately here on this page. To quickly navigate to that…
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…
Options (tab)
Settings Module » Custom Templates » Options (tab)
Custom Templates Options The Options tab provides multiple customization opportunities for your proposal template. These options are divided into 4 subtabs: Summary Options Executive Summary Report Settings Print Options Summary Options Grand Summary Title:…
Proposal Options
Proposals Module » Proposal Options
Click the Options button at the top of Proposal Details to open the Options popover window. Archive Proposal – check this box to archive a proposal (or uncheck it to unarchive the proposal). There are four tabs in the Options popover window. Each is…
Print Options
Settings Module » Custom Templates » Options (tab) » Print Options
Custom Template Print Options When a proposal is printed, it can contain a number of pages to provide customers with just the information to make an informed buying decision. By default, each salesperson can choose what pages they want to include in a proposal…
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…
Viewing Options
Calendar Module (Schedule Simple 2023) » Viewing Options
Calendar Sidebar The first viewing option is to decide who and how to view within your Schedule Simple Calendar. If you view to the left of the Calendar, you will notice a Sidebar with several options such as: Filters Applied Calendar Settings User Calendar…
Options: Reports
Proposals Module » Proposal Reports » Client Proposal » Options: Reports
Proposal Options: Export At the bottom of the Report Options are the ways you can generate the report you’ve worked so hard creating and customizing. Export The export tab is where you define how you want the report to be generated. 1. Export the…
Estimate Options
Accounting Module » Estimates List » Estimate » Estimate Options
Estimate Options Standard Archive – a check in this box removes the estimate from the standard list view. You can always see it later by choosing to show archived. View PDF of Estimate button – this button generates a PDF of the estimate and displays…
Options: Customization
Proposals Module » Proposal Reports » Client Proposal » Options: Customization
Proposal Options: Customization The Customizations section is where you can modify the actual text displayed on the proposal. The various options are broken into five sections. Click on the header to go to the appropriate section of this manual page for details on…
Custom Invoice Header
Accounting Module » Invoices List » Invoice Detail » Custom Invoice Header
Standard Invoice Header There are three ways to customize the header of your invoice. The invoice samples on this page are the same invoice. This is because we’ve just printed it using one of three methods. Standard Invoice Out of the box, the invoice…
Invoice Commissions (Legacy)
Reports Module » Commission Reports » Invoice Commissions (Legacy)
The Invoice 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, the…
Invoice Item Summary
Reports Module » Invoices Reports » Invoice Item Summary
Invoice Item Summary report The Invoice Item Summary report is a highly customizable report providing details on items that have been sold through your organization. Remember, a sale occurs when the item is placed on an invoice. So whether the sale was from a sales…
Proposal Settings Options
Settings Module » Module Settings » Proposals settings » Proposal Settings Options
Proposal Options The following options apply specifically to Proposals: Column 1 Prevent Window Refresh on Add: When a part is added to a proposal, iPoint connects to the server and adds the information before presenting the newly added part to the…
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…
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…
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…
Item Detail Options
Items Module » Item Details » Item Detail Options
The Item Details options button provides three tabs: Standard Options New Item – press this button to create a new blank item that you can fill out details to make a new item. It’s like magic! Clone Item – this button makes a copy of the…
Contact List Options
CRM Module » Contact List Options
Contact List Options The Options button on the contact list opens a popover window to perform several actions and filter the displayed list of contacts. Note: If the Options button is blue, that indicates that filters have been applied to the displayed list of…
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…
Options: Template and Sorting
Proposals Module » Proposal Reports » Client Proposal » Options: Template and Sorting
Proposal Options: Template & Sorting The first section of the Proposal Options is where you define how the proposal will look graphically and in what order the items on the proposal are presented. . . Template Use the template dropdown menu to select between the…
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…
Can I link sales orders together?
Sales Orders Module » Sales Order FAQ » Can I link sales orders together?
Yes, you can! . A great example of when you might use linked sales orders is when you’re working with a builder. Say the builder does a base package, and a particular homeowner has requested upgrades to the base package. Two sales orders are created so that…
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…
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…
What is the best module to invoice from?
Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs » What is the best module to invoice from?
Invoicing > Best Practice > Dashboard We often get the question, “Where is the best place to invoice from?” The best practice for invoicing is to always invoice from the highest “level” in iPoint. Invoicing properly from the proper module…
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…
Invoices settings
Settings Module » Module Settings » Invoices settings
Settings - Invoices The Invoices tab is where you define how various invoicing processes work in iPoint. These settings are broken into three basic sections. You can click on an option to go to that topic on this page. Invoice Emails Invoice Options Recurring…
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…
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…
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…
POs settings
Settings Module » Module Settings » POs settings
Purchase Order Options These settings adjust how the Purchase Orders module functions. Default Text Purchase Order Title Override for PDF – You can manually change the title of the printed PO by entering it here. Note that changing formatting, like color or…
Tasks/Parts Lists
Work Orders Module » Tasks/Parts Lists
Work Order Tasks/Parts The list of tasks to complete and parts to deliver on a given work order is available by clicking the Tasks/Parts button at the top right corner of the work order. This is a toggle button that turns to Work Order Details when you are viewing…
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…
Proposals Module
Proposals Module
A Proposal is a list of goods and services that we suggest a customer buy. This document is easily modified as the conversation with the customer’s modifications due to scope shift, price adjustments, and product changes. This manual section describes the…
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…
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:…
Report Settings
Settings Module » Custom Templates » Options (tab) » Report Settings
Custom Template Report Settings Every proposal has a number of user-defined options that can be set to show and hide specific information. Each logged-in user can set their own preferences and print their proposals the way they see fit. However, sometimes a company…
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…
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…
Web Credit Card Payments
Accounting Module » Payments List » Web Credit Card Payments
One of the features of the iPoint Credit Card payment processing is the ability for customers to pay their invoices online without having to send a physical check or call the office with a credit card payment. To take a credit card payment on the web, follow these…
Recurring Invoices
Accounting Module » Recurring Invoices
Recurring invoices enable you to send an invoice to your customer on a prescribed schedule. You would typically use this for things like monthly security monitoring or quarterly service contract billing. To activate recurring invoices, go to Settings > Module Settings…
Credit Memos List
Accounting Module » Credit Memos List
Credit Memo List A credit memo is created any time a customer returns products that are not used and are returned to your store. Think of a credit memo as a negative invoice. Credit Memo List The list of credit memos looks and functions just like the Invoices list…
Invoices
CRM Module » Contact Details » Invoices
Invoices Section In the Invoices section, you can view a list of invoices and Requests for Payment created for this customer. Delivery Invoices and Recurring Billing invoices are displayed in their own sections. The customer’s open invoice balance and available…
Line Item/Summary
Sales Orders Module » Billing » Line Item/Summary
This page defines the Line Item / Summary billing process. Click here if you are using RFP- Liability billing. Click here if you are using RFP- A/R billing. Sales Order: Billing Line Item/Summary Billing tab The main body of the billing tab shows you the payment…
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…
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…
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…
Estimate
Accounting Module » Estimates List » Estimate
Estimate Header The estimate header contains: Customer/Job Name – the name of the customer or customer/job that the estimate is written for Address – the primary, bill-to address for the customer Contact Details – click this button to open a…
Recurring Billing
CRM Module » Contact Details » Recurring Billing
Recurring Billing In the Recurring Billing section, you can see a list of recurring transactions created for your customer. A recurring invoice is an invoice that is automatically generated by iPoint based on a frequency pattern and duration you set up. Recurring…
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…
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…
Invoices List
Accounting Module » Invoices List
The Invoice module is where iPoint will track all customer-facing invoices created in iPoint. Invoice List Header Across the top of the window are your standard sort options: The Invoices button indicates that invoices are being displayed. Clicking on the button…
Estimates List
Accounting Module » Estimates List
Estimate List An estimate looks and acts just like an invoice with a couple of significant exceptions. Estimates don’t affect inventory. Estimates don’t have any financial impact. You can’t push them to QuickBooks. You can’t take payments…
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…
Retention
Sales Orders Module » Billing » Retention
Retention is a percentage of a billed job that is withheld from payment on invoices generally until the job is complete or meets specific milestones. Mostly used in commercial construction projects, retention is generally a contractual obligation. In order for…
How do you take payments?
Accounting Module » Accounting FAQ » QB FAQs » Accounting Process FAQs » How do you take payments?
There are several ways to take a payment from your client! Add a payment to an invoice – find out how to here What if I took a payment in QB on an invoice I had sync’d there? Can I pull that payment back to iPoint? Yes! Credit Card Processing…
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…
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…
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.…
Delivery Invoices List
Accounting Module » Delivery Invoices List
Delivery Invoice List Delivery Invoices are only created from Sales Orders when utilizing one of the RFP (Request For Payment) billing methods. Delivery invoices are internal invoices and are not intended to send to customers. That is the reason there is a separate…
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…
Web Invoices
Web Portal » Web Invoices
Web Portal Invoice When an invoice is emailed to your customer with the To Pay Link option selected they will receive a link to the Web Portal where they can view and pay their invoice. The Portal displays the following invoice details Your Company name Invoice…
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 (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…
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…
Delivery Invoices
CRM Module » Contact Details » Delivery Invoices
Delivery Invoices In the Delivery Invoices section, you can view a list of internal invoices used in the Deferred Revenue billing process to track product deliveries. Remember, delivery invoices are used to offset the deposits paid by customers and track the…
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…
AIA Progressive Billing
Settings Module » Module Settings » Proposals settings » Accounting » Accounting Options » AIA Progressive Billing
AIA Billing is a billing method typically used in commercial construction projects. The American Institute of Architects has defined methods and processes used to bill for projects progressively. In short, the (sub)contractor identifies all charges in a project…
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…
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…
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…
2020 Q4
Welcome » Change-Log » 2020 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. These features are all current as of Version…
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…
Mobile: Invoices
Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Invoices
Mobile: Invoices The Invoices list displays invoices created for the customer. At the top of the invoices window are three icons: Back Arrow takes you back to the customer details screen. Magnifying Glass searches for specific invoices using a wildcard search.…
2024 February
Welcome » Change-Log » 2024 February
February Update! iPoint Online Beta We know you’ve been waiting on this, and we are excited to announce that we are ready to open up beta testing of iPoint Online! iPoint Online is connecting to the same iPoint, just through a web browser instead of using…
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…
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…
2021 Q3
Welcome » Change-Log » 2021 Q3
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…
2020 Q1
Welcome » Change-Log » 2020 Q1
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…
2019 Q1
Welcome » Change-Log » 2019 Q1
Our last major release was in January 2018. During the past year, we’ve compiled a list of 149 new features, updates, and major bug squashes. Here is a list of what we’ve been up to and what you’ll see in the 2019 Q1 release. Key New Feature …
Recurring Payments
Welcome » Change-Log » Beta Settings » Recurring Payments
!BETA FEATURE: Keep in mind that Recurring Payments is a beta feature. As a result, it may have bugs, unfinished pieces, or other undocumented features. Please let our team know about things that don’t work as expected. You are using Recurring Invoices to send…
Estimates
CRM Module » Contact Details » Estimates
Estimates section In the Estimates section, you can see a list of estimates created for this customer. An estimate is an invoice without any payment details. In other words, this is a simple way to quote a price to a customer without building a proposal and…
Credit Memos
CRM Module » Contact Details » Credit Memos
Credit Memos Section In the Credit Memo section, you can see a list of Credit Memos for this customer. Credit memos, just like in QuickBooks, are posting transactions that you can apply to a customer’s invoice as a payment or reduction of future bills. In…
Progress Billing Paid Dates
Reports Module » Sales Order Reports » Progress Billing Paid Dates
Progress Billing Paid Report The Progress Billing Report provides information about when various progress billing invoices were paid. The report is based on the dates that payments were paid against progress billing invoices. Description is the Sales Order Number…