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
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