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Settings

Settings

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 features of the software you…

Used By (tab)

Items » Item Details » Used By (tab)

Items: Used By The Used By tab shows you every Item that uses this part as an accessory. The list on the right side displays: Used By = the parent or package that uses this item as an accessory Qty Used = the number of these items used on the parent item. …

Retail By Product

Proposals » Reports (tab) » Retail By Product

Retail By Product Report The Retail By Product Report is similar to the Profit by Product Report, though instead of showing your profits, it shows the retail prices. On the report you can see: Model: The item name, part number Description: A description of the…

Profit By Product

Proposals » Reports (tab) » Profit By Product

Profit By Product Report The Profit By Product Report breaks down your profit for each item in the proposal. On the report you can see: Model: The item name, part number, and description of the item Qty: How many you sold Cost: The cost per item Price: The…

Calendar Settings

Calendar » Calendar Settings

The gear icon at the top corner of the calendar opens a number of options for displaying the calendar. Keep in mind that these settings are user-specific. So the changes you make to your settings will not affect your co-workers view of the calendar. User Settings…

CRM settings

Settings » Module Settings » CRM settings

The CRM settings tab is how you customize the CRM module for your company and is broken into four distinct sections. Contact Attributes Contact Methods These are the contact fields for your customers. You have eight fields you can customize by choosing a dropdown…

Proposals settings

Settings » Module Settings » Proposals settings

Modifier Defaults Proposal settings affect both Proposals and Sales Orders since a Sales Order is an approved Proposal. Modifier Defaults The first section is where default Modifiers are set. A default modifier will automatically be applied to any new proposal but…

iPointTech Settings

Mobile Access » iPointTech App » iPointTech Settings

iPointTech Settings The Settings screen is where you define how much data is available offline as well as some display settings for the app. These settings are user-specific and only affect the user on the device where they are set. Work Orders Records Per Page…

Module Settings

Settings » Module Settings

Module Settings The module settings drive the customization of each iPoint module, allowing you to tweak the software to match the way you do business. To access the settings for each individual module, click the corresponding tab across the top. Proposals…

Wizard Settings

Welcome » OnBoarding » iPoint Setup » Wizard Settings

Wizard Settings In the Settings tab, you will get an overview of the settings available in iPoint. This is where you start customizing the software to function the way your company does. Required University Videos These videos show you how to adjust a number of…

User Settings

Calendar » User Settings

The gear icon at the top corner of the calendar opens a number of options for displaying the calendar. Keep in mind that these settings are user-specific. So the changes you make to your settings will not affect your co-workers’ view of the calendar. User Settings…

Invoices settings

Settings » 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…

Beta Settings

Settings » Module Settings » Beta Settings

Beta Settings The following settings are currently in Beta testing and you are free to use them if you like. Check the appropriate box to activate the beta feature. Click the link provided to learn more about the use of each beta feature. !BETA FEATURE: Keep in…

Work Orders settings

Settings » 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 that corresponds to your service work. These labor phases are defined in Settings > Labor…

Report Settings (tab)

Settings » Custom Templates » Options (tab) » Report Settings (tab)

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…

Item Additional Settings

Items » 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…

Proposal Settings Options

Settings » 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 there before presenting the newly added part to the…

Proposal Email Settings

Settings » Module Settings » Proposals settings » Proposal Email Settings

When you are ready to send a proposal to your customer for their feedback and approval, iPoint makes it easy to send a PDF of your proposal directly to your customer with a single button click. And to simplify things even further, you can pre-write your email templates…

Picture Book Settings

Settings » Custom Templates » Picture Book Settings

Picture Book The Picture Book is a unique report that displays the items you are going to sell your client in picture format. The report is broken out by location with up to five items per location. When printing a customer proposal or contracted sales order report…

Credit Card Processing Settings

Settings » Integrations » Credit Card Processing Settings

Set Up Credit Card Processing The CCP tab is where you integrate iPoint to your credit card processing company. At this time we support four payment processors: TransNational, QuickBooks Payments, Authorize.net, and PayPal’s Payflow Pro. Important: iPoint does…

Accounting

Settings » 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…

Login

Settings » Users » Login

User Login Information The Login tab is where you create or edit an individual user’s information. Name Enter the user’s First Name, Middle Initial, and Last Name. These will be used to identify the user throughout the iPoint software for tracking,…

Calendar

Settings » Users » Calendar

User Calendar Settings This window defines how various calendar functions apply to the user. iPoint Calendar The iPoint calendar is a powerful tool capable of showing every users’ events, work orders, and milestones. With so many details from multiple…

Email

Settings » Users » Email

User Email Settings The Email tab is where you tell iPoint how to send an email on a user’s behalf. iPoint can send proposals, sales orders, and invoices to customers. And purchase orders can be emailed to vendors. There are three sub-tabs where you can enter…

RFP

Settings » Module Settings » Proposals settings » Accounting » RFP

Proposal Accounting Options Request for Payment (RFP) Accounting is a two-step invoicing method. An RFP Invoice is sent to the customer asking them to provide payments. Payments are then captured as deposits and are available to be applied to delivery…

Invoices (tab)

Settings » QuickBooks » Invoices (tab)

QuickBooks Invoices The invoices tab of the QuickBooks Controls Panel provides information about customer-based transactions. Sales Reps In order to sync sales information based on specific sales personnel, a link must be created between QuickBooks sales reps and…

Chart of Accounts

Settings » 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…

General

Settings » 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 cannot…

Users

Settings » Users

Settings - Users Each user in iPoint has custom settings that affect how they interact with the software. The User Settings is where you can create new users or modify details about existing users. This screen contains two tabs, the first is a list of all Users in…

Legacy Custom Pages (tab)

Settings » Custom Templates » Legacy Custom Pages (tab)

Custom Templates Custom Pages There may be information you want to present on your customers’ proposals that is not setup to present in iPoint. You might want to describe your Extended Service Warranty. Maybe you’d like to include a security contract to…

Sending Lists

Marketing » Sending Lists

Marketing Sending Lists The first step to creating a successful email campaign is to define who you are sending the email to. This is a Sending List. There are two basic types of Lists: “fixed” and “dynamic.” A fixed list has specific members and only…

Troubleshooting

Welcome » Support & Training » Troubleshooting

A few of the more common error messages and issues and how to help fix them. . . . . . . . . . . . . 1. Cache is Damaged Settings Table may be Corrupt Warning You are minding your own business, working along in iPoint and suddenly you get a pop-up error that…

Footer

Proposals » Proposal Designer » Footer

Proposal Footer At the bottom of the Designer window in the Footer are a number of additional summary details for the proposal. Numbers (tab) provides a financial summary of the job. Engineering (tab) summarizes the engineering details from every item on the…

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…

Contact

Work Orders » Contact

The center column of the Work Order contains contact information about the Work Order, including: Work Order Details Technician – This drop-down list is where the technician for the work order is specified. You can change the Technician name simply by…

Customer Bad/Bounced Emails Report

Reports » Customer Reports » Customer Bad/Bounced Emails Report

Bounced/Invalid Email Addresses This simple report is populated when a marketing campaign returns invalid or bounced emails. The report details: Customer Name – the iPoint customer associated with the bad email address Bad Email – the email that was…

Payment Schedules

Settings » Module Settings » Proposals settings » Payment Schedules

Proposal Payment Schedules Payment Schedules are the way you communicate to your customer what percentage of a job needs to be paid at various stages in the life of a sales order. When creating a proposal or sales order, a user can choose from a dropdown list of…

Proposals

Proposals

A Proposal is a list of goods and services that we are suggesting 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 section of the manual…

Credit Card Processing

Accounting » Payments List » Credit Card Processing

The Credit Card/eCheck Payment window is where customer payments are entered into iPoint from either the Accounting Payment module or the Invoice New Payment/Credit button. Accepting a payment in both locations opens the same pop-over window. Once you have arrived on…

Custom Group Summary

Settings » Module Settings » Items » Custom Group Summary

Custom Group Summary report A Custom Group Summary (CGS) report is a detailed report of specific item details for each equipment group. This report can be used on its own or added to a proposal package. Each page in the group summary can include a customized image…

Pop Up Lists

Settings » 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…

Print Options (tab)

Settings » Custom Templates » Options (tab) » Print Options (tab)

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…

Viewing Options

Calendar » 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.…

Options: Reports

Proposals » Reports (tab) » 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…

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 …

Work Orders on the Calendar

Calendar » Work Orders on the Calendar

Any work order created in iPoint appears on the calendar as colored boxes. 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 Settings >…

SO Reports

Sales Orders » SO Reports

Sales Order Reports The Reports tab houses a variety of customer-facing reports as well as 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…

2021 Q1

Welcome » Change-Log » 2021 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…

Items

Items

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…

Summary

Reports » Sales Order » Summary

Sales Order Summary report The Sales Order Summary report gives you a quick look at the sales orders in your system. Clicking on any sales order line will open the sales order in a new window. Here are the details you’ll find on this report: Design Name…

Funds Available / Needed

Reports » Sales Order » Funds Available / Needed

Sales Orders Funds Needed/Available report The Sales Order Funds Available / Needed report is used to verify that RFP payments are covering the work completed and delivered on a sales order. Note: Clicking on any sales order line will open the sales order in a new…

Contact Details

CRM » Contact Details

The Contact Details screen is composed of the following areas (areas are listed from the top-right corner; each is outlined in a different color in the image to the right): Contact Details Screen Outlined by Section Options [outlined in yellow]: Options menu and…

Payments Received Report

Reports » Customer Reports » Payments Received Report

Payments Received report The Payments Received report is where you can show all the money that has come in from your customers. Use this report as a reconciliation report with QuickBooks to make sure that the payments entered in iPoint have been pushed to QB. The…

Work Orders

Work Orders

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 what tasks are scheduled. Work Orders are also the vehicle used to track a technician’s time worked. In this section of…

QuickBooks Online

Settings » Integrations » QuickBooks Online

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

Calendar

Calendar

iPoint Calendar The iPoint calendar is your one-stop shop to view the schedule for your employees. From the calendar you can see work orders, events/meetings, and assignments with due dates. You are also able to adjust the calendar to see specific time periods or…

Project Custom 1 & 2

Settings » 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…

Tips & Tricks

Welcome » Support & Training » Tips & Tricks

Tips & Tricks Learn all the tips, tricks, and general shout-outs in this section! . . . . . . . . . . . . 1. Estimate, Project, or Proposal? Which one should I create for my new job? Different jobs require different levels of complexity, and not all jobs need to…

Commission Reports

Reports » Commission Reports

The Commission Reports are run to help you track and pay commissions to your employees. Available Reports: Combined Report – shows all the commissions due to sales staff based on invoiced from sales orders, projects, work orders, and invoices. Commission…

Work Order Custom 1 & 2

Settings » 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…

Delivered Not Invoiced

Reports » Sales Order » Delivered Not Invoiced

Sales Order Delivered Not Invoiced Report The Sales Order Delivered Not Invoiced report shows parts and labor that have been sold to the customer but not yet delivered. This is useful for triggering Delivery Invoices as well as making sure that the product is…

Mobile: CRM

Mobile Access » iPoint Mobile » Mobile: CRM

The standard screen layout is great on a computer. But some people find the icon dashboard and modules challenging to use on a smaller iPhone or iPad screen. So, iPoint has a mobile version of CRM that you can enable for your iOS devices. To turn on this Beta feature,…

Wizard Setup

Welcome » OnBoarding » iPoint Setup » Wizard Setup

The Setup tab is where you define your company. Required University Videos For a deeper explanation of each of these settings, we present some videos for you to watch. Once a video has been watched by any member of your team, you’ll see the date the video was…

Notification Triggers

Settings » 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…

Invoices

CRM » Contact Details » Invoices

Invoices Section In the Invoices section, you can view a list of invoices created for this customer. At the top of the screen, you can see the customer’s current Invoice Balance Due as well as any Available Credit, which includes both unused credit memos and…

Customer Activity Report

Reports » Customer Reports » Customer Activity Report

Customer Activity Report This report shows all of the sales Activities completed by various staff members within your company. Activities are defined in Settings > Pop Up Lists > Activity Types Assigned in Settings > Users > Goals Tracked in CRM > Customers >…

Email Marketing

Settings » Module Settings » Beta Settings » Email Marketing

!BETA FEATURE: Keep in mind that Email Marketing 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. Marketing Module The Marketing module allows…

Stock (tab)

Items » Item Details » Stock (tab)

Items: Stock The stock tab is where you will find a history of inventory transactions for each individual item. This is also the place where you can make inventory adjustments and set inventory levels. The stock tab is only available on items that have an Inventory…

Campaigns

Marketing » Campaigns

Marketing Campaigns The third step in creating an email campaign is to match the Sending List with an Email Template and define when the emails are to be sent. This is completed on the Campaigns screen. On the left side of the campaign screen, you will see a list of…

Terms of Service

Settings » Terms of Service

iPoint MASTER AGREEMENT THIS AGREEMENT GOVERNS YOUR ACQUISITION AND USE OF THE IPOINT CONTROL SOFTWARE AND SERVICES AND SHALL SUPERSEDE ALL PRIOR TERMS OR AGREEMENTS BETWEEN THE CUSTOMER AND iPoint LLC dba iPoint CONTROL (“iPoint CONTROL”). BY USING THIS SOFTWARE…

AIA Progressive Billing

Settings » 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 progressively bill for projects. In short, the (sub)contractor identifies all charges in a project…

Projects FAQ

Projects » Projects FAQ

Here are answers to Frequently Asked Project Questions. . . . . . 1. How does iPoint track 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…

Portal

Settings » Integrations » Portal

Portal is a complete, web-based industry-specific product catalog that allows professional installers/dealers to find product information and make wholesale purchases from all of their suppliers in one place. iPoint utilizes Portal to simplify the addition of items…

Module Icon Order

Dashboard » Module Icon Order

Edit Module Icons The icons on the dashboard can be displayed 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…

Commission

Settings » Users » Commission

Settings - Users - Commissions Commissions can calculate commissions on a customized sliding scale or a flat percentage. Commissions are set up in Settings > Module Settings > Commissions Schedule For each User, you can choose a commission template (defined in…

Executive Summary (tab)

Settings » Custom Templates » Options (tab) » Executive Summary (tab)

Custom Template Executive Summary Options When printing a proposal, sales order, or change order, you have the option to include a summary page showing prices broken down by: Group Summary – equipment is categorized by groups (as defined on the item field in…

E-Signature Portal

Web Portal » E-Signature Portal

Email Signature Portal The Email Signature Portal Link is the last stop before sending a proposal or change order to a customer for their approval and signature. Access to this portal is available: Proposal > Docs / Assignments (tab) > E-Signature Options…

Contact Info

Settings » Users » Contact Info

User Contact Information The Contact Info tab is where iPoint is configured to send communication to the user. Throughout the software are various triggers that can send information via SMS text, email, or the third party project management tool Slack. Each…

Time (tab)

Settings » QuickBooks » Time (tab)

QuickBooks Work Order Time Sync The QuickBooks Time tab is used when calculating payroll in QuickBooks using the time a technician enters onto Work Orders. *If you utilize an outside payroll service, this tab may not be useful for you. Also, if you pay time based on…

Mobile: Custom Lists

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Custom Lists

Mobile: Custom Lists Some companies have information they need to track for a customer that iPoint is not set up to document. Custom Lists give you the ability to capture those details. The Back Arrow at the top of the screen takes you back to the customer…

Task Names

Settings » Pop Up Lists » Task Names

Pop Up List: Task Names Tasks are used to direct technicians on what things need to be done for a customer. For new sales, tasks are typically created from the items sold on a sales order. But for service work, tasks are created on the fly as projects and work…

Custom Lists

CRM » Contact Details » Custom Lists

Custom Lists Section iPoint tracks a LOT of information. But despite our best efforts, there may be something you want to document about your customers that we haven’t thought of. Want to know if the customer has pets? When does their extended warranty expire?…

Reports (tab)

Proposals » Reports (tab)

Proposal Reports The Proposal Reports tab houses three basic sections. Client Reports These are the documents you will send to your customer to show them what goods and services they will be purchasing from you. Client Proposal – customize the entire…

Multi-Site Inventory

Settings » Module Settings » Items » Multi-Site Inventory

If your store has multiple locations, you need to turn on the Multi-Site Inventory functionality in iPoint. With Multi-Site Inventory you can: track inventory in multiple Sites independently of one another. assign users to work only in a specific Site. easily…

Notifications

Settings » Module Settings » Work Orders settings » Notifications

Work Order Notifications The notifications tab is where you set up how iPoint communicates various Work Order based notices. Scheduling Alerts These notifications help staff members stay on top of work orders schedules like when a technician is late checking…

Welcome

Welcome

Welcome to the iPoint Manual In this manual, you will find instructions and tutorials on how to use the iPoint Control software for your Audio Video business. And while we’re not clinging by the tips of our fingers to an iffy-looking rebar structure, we are hard at…

Projects

Projects

Project List In iPoint, a Project represents the labor we provide to our customers. This could be from a Sales Order (for new work sold) or from Service work or Service Contracts. When you first click on the Project module on the dashboard, you are presented with…

Report Setup (tab)

Items » Item Details » Report Setup (tab)

Items: Report Setup The Reports tab controls how items appear on various reports used throughout iPoint Custom Group Summary A Custom Group Summary (CGS) report is a detailed report of specific item details for various equipment groups. This report can be used on…

Assignments

Assignments

Assignments are iPoint’s internal “To-Do’s” for you and your co-workers to track tasks that need to be completed. Assignments can be created from many different places within iPoint, such as a Work Order, a Sales Order, or a Project.…

Commission Payments

Reports » Commission Reports » Commission Payments

Commission Payments Report The Commission Payments Report provides a summary of the commission due to your employees. The details of this report are based on: Commissions defined in Settings > Module Settings > Commissions Commission scheduled applied to users in…

Task Report

Reports » Projects » Task Report

Projects Task report Tasks are the things that need to be accomplished on work orders. The Project Task Report lists those tasks and provides the following details: – indicates that the task was added directly onto a project or work order and did not come…

Calendar Filters

Calendar » Calendar Filters

The gear icon at the top corner of the calendar opens a number of options for displaying the calendar. Keep in mind that these settings are user-specific. So the changes you make to your settings will not affect your co-workers’ view of the calendar. User…

Calendar (tab)

Settings » Module Settings » Calendar (tab)

Calendar Settings These settings affect the Calendar Module. Calendar Refresh Minutes – By default, the calendar is a static view of the events and work orders on your schedule. New items added to your calendar are added when the calendar is reloaded manually.…

Assignments

Settings » Module Settings » Assignments

Assignment Settings Assignments are internal to-dos that can be assigned to various team members throughout the software. There is one setting for this module.   Auto Archive Assignment on Completion – Assignments have four statuses: Not Started, In…

Overrides (tab)

Settings » Custom Templates » Overrides (tab)

The Over Rides tab gives you control over various template settings to customize even further. Contract Text Custom Template: Contract Text Override There are three places to place contracts for your customers. Module Settings > Proposals (tab) > Default Contract…

Sales Order Commissions (Legacy)

Reports » 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,…

Recurring Payments

Settings » Module Settings » 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…

Recurring Billing

CRM » 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…

Dashboard

Dashboard

The dashboard is the home screen for all iPoint activities. Here you will find a number of informational details for completing your work as well as navigational tools to help you get to specific details within iPoint. iPoint Dashboard Left menu Navigation At the…

2019 Q2

Welcome » Change-Log » 2019 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. Key New Feature Updated Feature Bug Squashed …