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 that are refunded to the customer. A credit memo can be applied to an invoice or used to refund a customer payment in QuickBooks.
  • Delivery Invoice: An internal invoice that syncs to QuickBooks to track the cost, revenue, and inventory of a sales order. The delivery invoice is part of the RFP billing system.
  • Estimate: A quick way to provide 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 can be a rack, cabinet, or in larger systems an entire room dedicated to housing 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 a payment on a sales order. This is part of the RFP billing system.
  • Sales Order: Once a proposal is agreed upon by the customer, it is converted into a sales order. The sales order is the hub where most office tasks take place for a specific job.
  • Work Order: The document used to transmit information to the technicians in the field. This will include instructions, parts to deliver, and tasks to complete.
Last modified: 12 Oct 2018

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