This Help Article covers:

General/Overview:

If a Job has been Estimated (using Katipolt's Quote feature but Saved as an Estimate) and the Estimate has been Accepted, on adding a Sale from the Sales Expandable Section of the Job, Katipolt will display a Charge Up Invoice Page.

Unlike a Quote, where the Quoted or Variation Amounts are 'fixed' and can only be Invoiced up to the Quoted Amounts, Estimates are not 'fixed' and can vary over or under the Estimated Amount, so to be able to Invoice the variable Amount we use Katipolt's Charge Up Invoice feature.

Using Katipolt's Charge Up Invoice feature, Invoicing an Estimated Job can be done two ways, using:

Invoicing using Get Costs is the same as Invoicing for a Charge Up Job. Labour and/or Materials used for the Job are pulled into the Charge Up Invoice using Get Cost and a Price Rule is applied to that Labour and/or Materials to calculate the Sell Price, for more information on adding a Charge Up Invoice, see the Help Article: "Sales - Charge Up Jobs - Sales Invoice (Add - Edit)"

Invoicing using an Ad-Hoc line is where an Ad-Hoc line is entered into the Charge Up Invoice, and a Sell Price is manually entered. This is useful when you want the Sell Price to be the Estimated Amount, I.E. the Ad-Hoc Line Description "As per Estimate"

💡 TIP: If using an Ad-Hoc line, make the Cost Price $1.00 as the actual cost of Labour and/or Materials used on the Job will already display in the Profit & Loss, and you don't want to add further Costs from the Ad-Hoc Line.

⚠️ NOTE: If you use an Ad-Hoc line, the Customer may still be entitled to a breakdown of the Labour and/or Materials used for the Job.