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. Then, click the link provided to learn more about the use of each beta feature.
Enable Customer Record Modded Orange Color on QB Sync Symbol
Recurring Invoice Enabled – This activates the ability to create recurring invoices on a varying time schedule
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.
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.
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.
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.
Use Card window for Add Products – description coming soon
Use interactive viewer on Expenses report to view PDF – a tick in this box makes the PDF receipts on an expense report visible as the document itself rather than just a PDF icon.
Use SO REF # as Ref for New PO’s from Sales Orders – with this option checked, purchase order numbers will inherit the number of the sales order rather than the next PO number as defined in Settings > Module Settings > General. So, if your Sales Order number is 12AB345 and you create a purchase order from the Product Manager Options, the PO number will be 12AB345-1. The second PO you create from the sales order will be 12AB345-2, and so on. – New in 10.0804