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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…
RFP FAQs
Accounting Module » Accounting FAQ » RFP FAQs
All of these Frequently Asked Accounting Questions are related to RFPs Negative RFP or RFP Credit Memo Switching from RFP A/R to RFP Liability When should delivery invoices be generated? Why wait for an RFP to be PIF before syncing to QB Customer paid multiple RFP…
Negative RFP or RFP Credit Memo: What is the best way to issue a refund when using RFP?
Accounting Module » Accounting FAQ » RFP FAQs » Negative RFP or RFP Credit Memo: What is the best way to issue a refund when using RFP?
The job is done and paid! You got everything closed out, and now it’s time to move onto the next… But WAIT! Your customer wants to return that last wing-a-ding and get a refund for it. What is the best way to issue this refund inside iPoint when using RFP…
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…
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…
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…
Non-Billable change orders and RFP don’t mix
Sales Orders Module » Sales Order FAQ » Non-Billable change orders and RFP don’t mix
One of the available options in Settings > Module Settings > Proposals > Sales Orders is to Allow Non-Billable Change Orders. This is a great way to track costs on a job that you do not want to pass along to your customers. HOWEVER, this feature will wreak…
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
Using a Credit Memo to Balance Delivery Invoices
Settings Module » Module Settings » Proposals settings » Accounting » Deferred Revenue Settings » Using a Credit Memo to Balance Delivery Invoices
In a world where your clients pay timely, this options would never be needed. You would always have more money from your clients than the goods and services you’ve delivered to them. In this scenario, when you create the delivery invoice, there are funds to pay…
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…
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…
Why should I wait for the payment to be received before pushing RFP Liability invoices to Quickbooks?
Accounting Module » Accounting FAQ » RFP FAQs » Why should I wait for the payment to be received before pushing RFP Liability invoices to Quickbooks?
A Request for Payment is not an invoice! Wait! What!?!?!? The dictionary defines an invoice as “a list of goods sent or services provided, with a statement of the sum due for these; a bill.” An RFP does not define goods or services that the customer…
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…
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…
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…
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…
What if the sales tax rate has been updated since the start of a Sales Order?
Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs » What if the sales tax rate has been updated since the start of a Sales Order?
When a tax rate changes on a Sales Order, it will cause the RFP totals to change. If you have already received your final RFP payments, this will cause your RFP balance not to match the funds needed for your Delivery Invoices. . Adjust the Tax Rate on the Sales…
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…
Funds Available / Needed
Reports Module » Sales Order Reports » 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…
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…
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…
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…
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…
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…
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…
QB Step 2: Chart of Accounts
Welcome » OnBoarding » iPoint Setup » Setup QuickBooks » QB Step 2: Chart of Accounts
QuickBooks Chart of Accounts settings To confirm that the sync to QuickBooks is working we will get started by pulling in your chart of accounts. Go to Settings > QuickBooks > Chart of Accounts (tab) Make sure you either have QuickBooks open on your computer…
Video Site Map
Welcome » OnBoarding » Learning iPoint » Video Site Map
Throughout the manual, you will see this image. When you do, click on the image to be taken to a training video in the iPoint software that specifically relates to that topic. This list is a summary of all the training videos available in the software. Click the…
Glossary of Terms
Welcome » Glossary of Terms
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…
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…
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…
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…
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 …
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…
Production
Reports Module » Sales Order Reports » Production
Sales Order Production report The Sales Order Production report is ideal for companies using the RFP billing process as it lets you see the value of goods and services that have been delivered to the customer. You’d use this to determine if additional funds…
Sales Order
Settings Module » Module Settings » Proposals settings » Sales Order
Sales Order Module Options The following options apply specifically to Sales Orders. No Change Order Discount Modifier: Once a proposal is converted to a sales order the modifiers are not adjustable. This restriction applies to change orders as well.…
Sales Orders Module
Sales Orders Module
Sales Order List The Sales Order is the hub of all activity for new sales in iPoint. From a sales order you can order and request products, schedule technicians, create change orders, and send invoices to your customers. The sales order list is where you will find…
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…
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…
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…
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…
AIA Progressive Billing
Sales Orders Module » Billing » AIA Progressive Billing
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 that are to be billed for the current period. The (sub)contractor submits these charges…
Morning Coffee Reports
Reports Module » Morning Coffee Reports
Morning Coffee Morning Coffee is a configurable reporting engine that enables the delivery of ad-hoc email reports to specific users on a specific schedule. How to get started Name the Report Click the New Morning Coffee Report button In the edit screen on the…
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…
What happens when I sync stuff to Quickbooks?
Accounting Module » Accounting FAQ » QB FAQs » What happens when I sync stuff to Quickbooks?
The iPoint software is, among other things, a project management tool, and as such, there is limited financial reporting that takes place in the program. The majority of the reports run in iPoint deal with Project Accounting, telling you about the financial health of…
2021 Q2
Welcome » Change-Log » 2021 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. These features are all current as of Version…
I have a big job for both a builder and their customer. How do I enter that into iPoint?
Sales Orders Module » Sales Order FAQ » I have a big job for both a builder and their customer. How do I enter that into iPoint?
Scenario: A builder has hired you to install the low voltage for a new home they are building. They have been working with the new homeowner to specify equipment and build options. The infrastructure on the proposal you’ve provided will be paid for by the…
Wizard Learn 2
Welcome » OnBoarding » iPoint Setup » Wizard Learn 2
We’ve moved to the process where we’re looking at Purchasing and Invoicing. Again, this is using the goals you set up back in the Setup phase of the Wizard. And yes, we are looking for your team to complete 50% of your goal while getting their feet wet. The…
How do iPoint transactions impact Quickbooks financials?
Accounting Module » Accounting FAQ » QB FAQs » How do iPoint transactions impact Quickbooks financials?
For the most part, every transaction you sync from iPoint to QuickBooks deals with either inventory or accounts receivable. Obviously, if you are taking payments from customers, you can also directly affect the cash accounts. Transactional entries are typically…
Customer Current AR Report
Reports Module » Customer Reports » Customer Current AR Report
Customer AR report The Customer AR report shows a list of customer invoices and how much the customer owes on each. Each transaction highlights: Customer’s Account Number Customer name Client Type as defined in CRM on the Customer record Invoiced is the…
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…
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 any member of your team has viewed a video, you’ll see the date the video was watched…
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…
Wizard Data
Welcome » OnBoarding » iPoint Setup » Wizard Data
Wizard Data The Data tab of the Wizard helps you understand the progress your team is making in grooming your data for use. While you don’t actually enter data here, this is where you learn all about data. So what data is needed for iPoint? There are three…
How do you process finance charges deducted by a finance company?
Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs » How do you process finance charges deducted by a finance company?
Accounting Finance Fees If you use a financing company that pays you directly for purchases made by your customer, chances are they will short-pay the invoice, withholding the finance charges. So how do you deal with that in iPoint? Finance charges are an expense,…
Payments Received Report
Reports Module » 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…
Product
Sales Orders Module » Product
Sales Order Product The Product tab of the Sales Order is where you manage the products sold to the customer. This button takes you to the Product Manager, where all the action happens. More details on the Product Manager here. The Product Manager Status is a…
Projects settings
Settings Module » Module Settings » Projects settings
Project Module Settings The options on this tab control functionality in the Project Module. Use Color Override on Milestone Done Default SO Docs to be viewable on Projects/WO – Documents can be stored on a Sales Order in the Docs/Asgmts/Data tab. Each…
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…
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…
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…
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…
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…
Change Orders
Sales Orders Module » Change Orders
Change Order tab Once a sales order is created (converted from a Proposal), it becomes locked, and changes must be completed through a formal change order process. This best practice is designed to protect you from customers who make changes but never pay for their…
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…
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…
History
Items Module » Item Details » History
Items: History The History tab will help you find documents where the item was sold or purchased. Proposals This tab shows all active and archived proposals where this part has been used. Reference = Proposal ID # Date = the Date and Time the proposal was…
Commission Details
Reports Module » Commission Reports » Commission Details
Commission Details As you navigate through iPoint, you will see users listed as sales staff, project managers, and technical designers on various documents. A commission indicator will be displayed next to their name: – a green icon indicates commission has…
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…
Proposal Reports
Proposals Module » Proposal Reports
Proposal Reports The Proposal Reports tab houses three primary 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…
Year End Inventory
Inventory Module » Year End Inventory
It is your favorite time of year, time to complete year-end inventory! It doesn’t matter if you are using a physical calendar year or a fiscal calendar year, iPoint will help you make sure inventory counts are accurate in both iPoint and QuickBooks! Let’s take…
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…
Combined Report
Reports Module » Commission Reports » Combined Report
Reports Combined Commissions The Combined Report provides details for the commissions you owe the staff in your company. Commissions are defined in Settings > Module Settings > Commissions Commissions are assigned using the green commission icon to the right of…
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…
Inventory Reports
Inventory Module » Inventory Reports
Inventory Reports The Reports dashboard gives you access to the Inventory Reports. (I know, that’s hard to believe, right?) Stock Asset Value Stock Levels By Location Items in Specific Location . . . . . . Stock Asset Value Report Stock Asset…
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:…
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 …
Item Details
Items Module » Item Details
Item Details An item’s details are the most critical part of the iPoint database because it encompasses information that affects sales, ordering, scheduling, billing, and inventory control. Navigation In addition to the standard navigation elements…
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…
Notification Triggers
Settings Module » 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…