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Knowledge Base
Find answers to frequently asked questions
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Account
Inventory
Sales
Payments
Settings
Online Store
Employees
Reports
Add-Ons
Delivery
Auto Repair
Work Orders
Marketing
Analytics
Appointments
Payroll
Account
How does the merchant onboarding process work?
Account
How do I reset my password?
Inventory
How do I add a new product?
Sales
How do I process a refund?
Payments
Can I accept multiple payment types for one sale?
Inventory
How do I track inventory across multiple locations?
Settings
How do I set up tax rates?
Sales
Can I email receipts to customers?
Online Store
How do I set up my online store?
Employees
How do I manage employee permissions?
Reports
How do I generate sales reports?
Payments
What payment methods are supported?
Add-Ons
How do I activate add-on modules?
Account
What happens if I cancel my subscription?
Account
What happens if my trial expires without subscribing?
Delivery
How do I create a delivery route?
Delivery
How do I assign a driver to a delivery?
Delivery
Can I track deliveries in real-time?
Delivery
How does route optimization work?
Delivery
What is proof of delivery?
Auto Repair
How do I create an auto repair estimate?
Auto Repair
What is FDUTPA compliance?
Auto Repair
How do I get customer approval on an estimate?
Auto Repair
What's the difference between OEM, Aftermarket, Used, and Rebuilt parts?
Auto Repair
How do I convert an estimate to a work order?
Work Orders
How do I assign a technician to a work order?
Work Orders
How do I track parts ordering for work orders?
Work Orders
What is a quality control inspection?
Work Orders
How do I schedule customer pickup for completed work?
Work Orders
What information is tracked in work order completion?
Marketing
How do I create a marketing campaign?
Layaway
How do I create a layaway plan?
Layaway
What is the minimum down payment for layaway?
Layaway
How do customers make layaway payments?
Layaway
How does layaway accounting work?
Layaway
Can customers track their layaway online?
Layaway
What happens when a layaway is paid in full?
Layaway
How do I cancel a layaway plan?
Layaway
Why isn't the layaway button showing in my online store?
Layaway
How are TSYS transaction IDs used in layaway?
Shipping
How do I get UPS API credentials?
Shipping
How do I get FedEx API credentials?
Shipping
How do I get USPS API credentials?
Shipping
Do I need the Shipping API Integration add-on?
Shipping
How do I configure shipping carriers in Point Plus?
Shipping
How does shipping rate shopping work?
Shipping
How do I manually enter tracking numbers?
Shipping
Why am I getting "Invalid Access Key" error from UPS?
Shipping
What does "Meter Number Required" mean for FedEx?
Shipping
Why are USPS rates cheaper via API than at Post Office?
Marketing
What are the marketing allowances?
Marketing
How do I personalize marketing messages?
Marketing
What's the difference between Email, SMS, and WhatsApp campaigns?
Marketing
How do I send a campaign to all customers?
Marketing
Can I select specific customers for a campaign?
Marketing
How do I track campaign performance?
Marketing
What happens if I exceed my marketing allowances?
Marketing
How do I comply with SMS marketing regulations?
Marketing
Can I schedule campaigns for later?
Analytics
What analytics are included in Advanced Analytics?
Analytics
How are growth percentages calculated?
Analytics
How does sales forecasting work?
Analytics
What are customer segments and how are they used?
Analytics
How do I export analytics data?
Analytics
What date ranges can I analyze?
Analytics
How do I see which products are best sellers?
Analytics
What is category breakdown and how does it help?
Analytics
How accurate is the sales forecast?
Analytics
Can I create custom analytics dashboards?
Appointments
How do I create a new appointment?
Appointments
What appointment statuses are available?
Appointments
How do I configure service types?
Appointments
How are business hours set?
Appointments
How does the waitlist work?
Appointments
What appointment statistics are tracked?
Appointments
What email notifications are sent?
Appointments
Can customers book appointments online?
Appointments
How do I view the appointment calendar?
Appointments
What is included in Appointment Booking add-on?
Payroll
How do I process payroll?
Payroll
What tax forms does Payroll Plus generate?
Payroll
How do employee deductions work?
Payroll
What pay frequencies are supported?
Payroll
How is overtime calculated?
Payroll
How do I set up direct deposit?
Payroll
What information is on a pay stub?
Payroll
How do I add a new employee to payroll?
Payroll
What payroll reports are available?
Payroll
What is included in Payroll Plus add-on?
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