Skip to Content
This question has been flagged
invoicingproducts
3 Respostes
4823 Vistes
Avatar
Max Westheimer

Our policy when a customer places an order with us is that 100% of the software and 50% of the estimated services are due at the start of the project. How do I setup my products for this and invoice them?

Currently:

  • Software Invoicing Policy: Ordered Quantities

  • Services Invoicing Policy: Delivered Quantities (with Track Service as Create a Task and Track Hours) so the developer can register timesheets against the pre-paid hours, eventually surpassing the pre-paid hours whereupon another invoice should be sent to the customer).

Thank you

Avatar
Descartar
Max Westheimer
Autor

Thank you for your suggestion, but I don't see an answer in that thread? As stated above, my Sales Order will have Software that is invoiced on Ordered Quantities, and Services that are invoiced on Delivered Quantities. I have tried using the modal window you mention, but it does not contain an option I need. The "Invoiceable Lines" correctly adds the software to the invoice, but how would I add 50% of the services to the same invoice?

Avatar
Ray Carnes
Best Answer

I don't see a way to have both 'based on delivered quantities' and 'prepay' (this is a contradiction for Odoo).

The closest I can get to this is defining the SERVICES product as 'based on delivered quantities' and 'Manually set quantities on Sales Order'.

You can then manually set half of your services as 'delivered' to have that line turn blue and be invoicable.



Something you could also do is have a 'Services - prepaid hours' product that can be invoiced 'based on ordered quantities'.  This may present to the user better, since the above order shows something 'delivered' that hasn't been yet.

Avatar
Descartar
Max Westheimer
Autor

Thank you Ray -- these are both great suggestions (as always). I particularly like the second option of a "Services - Prepaid Hours" product -- it's exactly what I was trying to do with the manual use of the "Down Payment" product in this thread: https://www.odoo.com/forum/help-1/question/manual-use-of-the-down-payment-product-doesn-t-carry-forward-to-subsequent-customer-invoices-108018 Thanks a bunch!

Avatar
Ermin Trevisan
Best Answer

You may want to check this thread in the community mailing list, it should guide you to the solution:

https://www.odoo.com/groups/community-59/community-20076032?mode=thread&date_begin=&date_end=        

You should especially take a look at the options available in the modal window, when you create an invoice. I'm working with Version 9.0c-20160805

Avatar
Descartar
Related Posts Respostes Vistes Activitat
Create products with a sales price including VAT
products
Avatar
Avatar
Avatar
2
de maig 25
2239
Lines Disappearing on Invoices after save
invoicing
Avatar
1
d’abr. 25
137
Sending an invoice always sends an electronic invoice also. Don't want to send electronic invoice.
invoicing
Avatar
0
de nov. 24
2597
attributes do not appear on products
products
Avatar
Avatar
Avatar
2
de gen. 24
3576
How I can add button to the variants tab in the products screen
products
Avatar
0
de nov. 23
2205