POINT HELP CENTER
Point Docs
Help articles for every part of Point — from sending invoices and navigating the interface to Dot, BYOK, themes, reports, and administration.
Point Docs are versioned. This is v1.0.0.0.
How versioning works
Point Docs use four-part version numbers: Major.Minor.Build.Revision. A big or breaking change bumps the major number (v2.0.0.0). A new article or feature bumps the minor number (v1.1.0.0). A small fix bumps the build number (v1.0.1.0). A typo correction bumps the revision number (v1.0.0.1).
Change appearance and themes
Change Point's colors and typography with themes, without changing your data or workflow.
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Connect Dot with your own AI key
Connect Dot to an AI provider account you control using your own API key (BYOK).
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Navigate the top bar
Use the top bar to move around Point, create records, search, and change appearance.
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Send invoices from your own domain
Authenticate your business domain so Point can send invoice emails your customers will trust.
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Use the sidebar
Move through Point by business area using the sidebar.
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Coming soon in the first wave
These first-wave articles are in preparation. They are listed here so you can see what is coming — no steps are published until the article is written from the live product.
Create a customer invoice
Select a customer, add lines, set dates and terms, then review.
Create a customer and a vendor
Save customers and vendors with billing and contact details.
Use the Business overview
Interpret Cash & Bank, Receivables, Payables, and Net Result.
Use the General Ledger and core financial statements
Read the General Ledger, Trial Balance, Profit & Loss, and Balance Sheet.
Manage users and roles
Add, disable, and scope access by responsibility.