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 QuickBooks.
- Deferred Revenue: a method of billing that takes payments from customers as a deposit on the job. Then, delivery invoices are created to offset the deposits received. iPoint formerly referred to this billing method as RFP billing.
- Delivery Invoice: An internal invoice that syncs to QuickBooks to track a sales order’s cost, revenue, and inventory. The delivery invoice is part of the Deferred Revenue billing system.
- Estimate: A quick way to provide a pricing quote to a customer, basically an invoice without inventory or payment options.
- Invoice: The document sent to a customer to request payment generated from a sales order, a project, a work order, or a stand-alone point-of-sale transaction.
- Head End: A central location where wires and cables are run to the system controls. This location can be a rack, cabinet, or in more extensive systems, an entire room that houses the equipment needed to power, control, and provide content to the system.
- Project: The labor portion of the work in iPoint. A project could be the labor portion of a sales order or a stand-alone project used for tracking service labor.
- Proposal: The document used to build a sale for the customer. A proposal can include both parts and labor items.
- RFP Invoice: The document sent to a customer to request payment on a sales order. This invoice is part of the Deferred Revenue billing system.
- Sales Order: Once the customer agrees upon a proposal, it is converted into a sales order. The sales order is the hub where most office tasks occur for a specific job.
- Work Order: The document used to transmit information to the technicians in the field. Work Orders will include instructions, parts to deliver, and tasks to complete.
iPoint Version: 10.1207
Last modified: 20 Jan 2022
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