Katipolt

How to create a Sales Invoice for a Charge Up Job or Estimate Job

Sales - Charge Up Jobs - Sales Invoice (Add – Edit)

How to create a Sales Invoice for a Charge Up Job or Estimate Job where Site Visits are used

Sales - Charge Up Jobs - Sales Invoice (Site Visits)

How to set or change the Labour Sell Price of Invoices

Sales - Charge Up Jobs - Labour Sell Price (Set-Change)

How to fix the Sell Price of a Product at a Sales Invoice

Sales – Charge Up Jobs - Product Fixed Pricing (Add–Edit-Delete)

How to add products from the Katipolt Mobile App to a Sales Invoice

Sales - Charge Up Jobs - Products from Katipolt Mobile App

How to manage Unsold Costs of a Charge Up / Estimate Job from the Job

Sales - Charge Up Jobs - Manage Unsold Cost (Non-billable / Reallocate)

How to aggregate the hours on a Sales Invoice's display

Sales - Charge Up Jobs - Aggregate Labour

How to consolidate separate Job Invoices onto one Invoice

Sales - Charge Up Jobs - Consolidated Sales Invoices

How to make a Sale before all Costs have been received and avoid a double-up of Costs on the P&L Report

Sales – Charge Up Jobs - Sales prior to Costs being received

How to Invoice a Job that has been Quoted

Sales – Quoted Jobs - Progress Claim (Add – Edit)

How to set up Retentions on a Job, and how to Claim Retentions

Sales - Quoted Jobs - Retentions (Add - Claim)

How to create a Charge Up Invoice on an Accepted Quoted Job

Sales - Quoted Jobs - Charge Up Invoice (Add - Edit)

How to manage Costs of a Quoted Job from the Job

Sales – Quoted Jobs - Manage Latest Costs (Non-billable / Reallocate)

How to Invoice a Job that has been Estimated

Sales - Estimated Jobs - Sales Invoice (Add - Edit)

Sales – Credit Note (Add – Edit)

Sales - Digital Invoices

How to apply a Payment to a Sales Invoice or look at the Payment History of a Sales Invoice

Sales - Sales Invoice Payments

Austin Rasmussen

Help with Invoicing Charge Up Jobs and Progress Claiming Quoted Jobs

Sales

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