This Help Article covers:

⚠️ NOTE: This assumes you are familiar with Katipolt Site Visits, Sales Invoices and the [GET COST] feature, for more information on these, see the Help Articles:

Quick Flow:

1. From the Get Costs Popup Select what Site Visit(s) to bring into the Sales Invoice:

2. When you have made your selections, Press [GET SELECTED COSTS], Katipolt will create a Pseudo-Section for each selected Site Visit and allocate the Site Visit's Labour and/or Materials to that Site Visit Section

Invoice displaying Site Visit Sections

3. Add/Edit a Section's Labour and/or Materials as required, when finished Save or Save & Lock

⚠️ NOTE: Site Visits create Pseudo-Sections and Labour and/or Materials cannot be moved from one Site Visit to another from the Sales Invoice Page, I.E. they must be reallocated to the correct Site Visits before [GET COSTS].

💡 TIP: If you have already done [GET COSTS], from the Sales Invoice's “More” (3 dots) menu, select the option “Clear costs” to put the Labour and/or Materials back into Unsold Costs.

Reallocating Labour and/or Materials to another Site Visit is done from the Job's Unsold Costs Expandable Section

Quick Flow:

1. From the Job’s Latest Costs Expandable Section, Select Labour and/or Materials by ticking the line tickbox of the left tickbox column, then Press the [REALLOCATE] button to display the “Reallocate to Site Visit” popup

2. From the “Reallocate to Site Visit” popup, Enter a Site Visit or Select a Site Visit, then Press the [CONFIRM] button to reallocate the Labour or Product(s) to the other Site Visit

⚠️ NOTE: Reallocating Labour/Materials can only be to 1 other Site Visit at a time.

⚠️ NOTE: Materials added from the Katipolt Mobile App or Desktop through a Job's "Site/Ad-Hoc Costs" cannot be reallocated, they must be deleted from "Site/Ad-Hoc Costs", and then re-keyed into the correct Site Visit.

3. When Complete, from the Sales Invoice [GET COSTS] to Invoice the Site Visits