Beta SettingsBeta 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.

CRM

Enable Customer Record Modded Orange Color on QB Sync Symbol

Invoices

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 invoice.

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 ]

Turn on Automatic Recurring Invoice Emailing – check this box to enable iPoint to send recurring invoices via email. Recurring invoices are when you charge the customer on a regular basis for things like security monitoring or service contracts. This option also adds the ability for your customers to set up Stored Payment Methods so that invoices can be paid automatically without human intervention.

Enable Invoice/Estimate Clone Action – this new feature gives you the ability to clone invoices and estimates, adding new buttons to the advanced tab of the invoice or estimate Options button.

Commissions

Allow Commission Records to be Archived – with this checkbox clicked, commission records can be archived when you are done with them. Without this beta feature, commission records are never archived.

Faster Commission Report (Storing Commission Totals) – this option provides some advanced processing for commission calculations. This is a feature we are testing and may cause issues.

Other

Use Browser for Marketing Email Template Editor – Windows computers always use the default web browser for creating marketing templates. This option forces Macintosh computers to use the default browser as well.

Turn on Item Import Tool – activating this option allows you to import .csv files of Items into your item database. This option turns on a new button in Items > Options > Advanced > Import Tool.

iPoint Version: 10.0305
Last modified: 8 Mar 2021

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