The following modules 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.
Enable Customer Record Modded Orange Color on QB Sync Symbol
Enable Deal Views: click here to start using the iPoint Pipeline. Use the CRM Deal / Opportunity Label field to customize what your pipeline is called in iPoint.
Proposal / Designer Speed Boost: this button activates some new routines to speed up the process of adding items to your proposal. [ Read More ]
Enable Proposal Package PDF On Server: This option shows a button on the proposal so that you can have the server create client proposal PDFs. This makes the process of creating a PDF faster but does not work well with page numbers and table of contents.
Recurring Invoice Enabled – This activates the ability to create recurring invoices on a varying time schedule [ Read More ]
When a recurring invoice is created, it can be flagged to print, email, or send a portal link. Place a check in the default option you want for each recurring invoices.
Enable Invoice Bulk Send – Checking this box activates an Advanced setting that enables you to email, print, and/or send portal links with a couple of button clicks, rather than having to manually print or email each invoice one at a time. [ Read More ]
CCP: Accept Only CC ACH – Choose one option to force Credit Card Processing requests to only accept Credit Cards (CC) or eChecks (ACH). The default is to accept both payment methods. To clear a previous selection, click the Clear button.
CCP: Default To: CC ACH – This option sets the default choice in iPoint to accept Credit Cards (CC) or eChecks (ACH). This setting only affects payments entered directly into iPoint and does not affect the web payment portal.
CCP: Max $ for CC’s – this option will limit credit card payments to a specific dollar amount. Enter the maximum amount you’ll accept for a credit card payment in the box.
CCP: Max $ for ACH – this option will limit eCheck payments to a specific dollar amount. Enter the maximum amount you’ll accept in payment by eCheck.
Enable tool to fetch item details from QBO via Invoice Interface – description coming soon
Allow Commission Records to be Archived
Faster Commission Report (Storing Commission Totals)
Enable Marketing Module: click here to learn about setup and operation.