Odoo Hilfe

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Paresh W

--Paresh W--

7334
| 4 1 4
Navi Mumbai, Indien
--Paresh W--
Paresh W
14.06.19, 11:28

Hi Matthew:

The functionality requested by you is available out of the box and works like a charm. As mentioned by Ermin above, the simplest way would be to create a product for your pre-paid service with a "Product Type" of "Service" and set the "Invoicing Policy" to "Delivered Quantities" in the "Sales tab of the Product Master" screen. Once you set this up, you can generate a normal Quotation/Sales Order for the pre-paid service hours and confirm the Sales Order. When it is time to bill the customer, you can go into the Sales Order screen and update the "Delivered Quantity" to reflect the total hours for which the work has been completed and click on "Create Invoice" (based on Invoiceable lines). This will provide you the ability to generate incremental invoices as you deliver your service. 

For example, if you sell 100 hours of prepaid service and deliver 40 hours in the first week, you can update Delivered quantity to 40 at the end of the first week. When you create the invoice, Odoo will generate it for 40 hours (delivered quantity). In the second week, if you deliver another 30 hours of service, you can go back to the Sales Order and update the Delivered quantity to 70 hours. Odoo will create a second invoice for 30 hours when you click on the "Create Invoice" button. 

The total invoiced quantity will be automatically tracked by Odoo in addition to the Ordered quantity and the total Delivered Quantity in the Sales Order.

Odoo 12 CE also has a Timesheet module if you need to track individual timesheets. 


Hope that helps.

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Kalpana Hemnani

--Kalpana Hemnani--

1697
| 1 1 3
Vereinigte Arabische Emirate
--Kalpana Hemnani--
Kalpana Hemnani
17.06.19, 08:30

Hello Matthew Hilton,

As mentioned by Paresh, it is available out of the box, along with setting up Product Master configuration you can also use Project and Tasks module for better tracking. 

Hope the following link for creating an automatic task from SO may help you.

\https://bit.ly/2ZtOr7i


Best Regards,

Kalpana


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