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Accounting

Improve your cashflow generating invoices faster and from multiple workflow events.

Accouting module main features

  • Create invoices from field work orders, resulting in improved cashflow
  • Experience completely integrated two-way QuickBooks sync. No incomplete data, no manual import, and no third party needed for additional support
  • Request items directly from an invoice
  • Create an invoice from items scanned with a bar code scanner
  • Use an invoice and its items to create projects or work orders with these items as tasks
  • Invoice for time and materials directly from a work order

Invoice from three different sections of iPoint

  • From a sales order (deposit invoices, progress payments, etc. for sold proposals)
  • From projects/work orders (time and materials invoices)
  • From the Accounting module (ad hoc or POS invoicing)

Use Deferred Revenue

  • Create progressive requests for payment
  • Automatically create invoices for goods and services delivered
  • Combine progress payments with delivery invoices to track actual revenue and costs in the period they were incurred
SCHEDULE A DEMO

Invoicing

Improve your cashflow generating invoices faster and from multiple workflow events.

Invoicing module main features

  • Create invoices from field work orders, resulting in improved cashflow
  • Experience completely integrated two-way QuickBooks sync. No incomplete data, no manual import, and no third party needed for additional support
  • Request items directly from an invoice
  • Create an invoice from items scanned with a bar code scanner
  • Use an invoice and its items to create projects or work orders with these items as tasks
  • Invoice for time and materials directly from a work order

Invoice from three different sections of iPoint

  • From a sales order (deposit invoices, progress payments, etc. for sold proposals)
  • From projects/work orders (time and materials invoices)
  • From the Accounting module (ad hoc or POS invoicing)

Use Request for Payment (RFP) billing

  • Create progressive requests for payment that are non-posting transactions
  • Automatically create invoices for goods and services delivered
  • Combine progress payments with delivery invoices to track actual revenue and costs in the period they were incurred
SCHEDULE A DEMO