Factureer gebaseerd op tijd en materiaal¶
Time and Materials is generally used in projects in which it is not possible to accurately estimate the size of the project, or when it is expected that the project requirements would most likely change.
This is opposed to a fixed-price contract in which the owner agrees to pay the contractor a lump sum for the fulfillment of the contract no matter what the contractors pay their employees, sub-contractors, and suppliers.
For this documentation I will use the example of a consultant, you will need to invoice their time, their various expenses (transport, lodging, …) and purchases.
Invoice time configuration¶
To keep track of progress in the project, you will need the Project app. Go toto install it.
In Project you will use timesheets, to do so go toand activate the Timesheets feature.
Factureer uw gespendeerde tijd¶
From a product page set as a service, you will find two options under the invoicing tab, select both Timesheets on tasks and Create a task in a new project.
U kan de taak ook koppelen aan een bestaand project.
Once confirming a sales order, you will now see two new buttons, one for the project overview and one for the current task.
You will directly be in the task if you click on it, you can also access it from the Project app.
Under timesheets, you can assign who works on it. You can or they can add how many hours they worked on the project so far.
Vanuit de verkooporder kan u de uren vervolgens factureren.
To track & invoice expenses, you will need the expenses app. Go toto install it.
You should also activate the analytic accounts feature to link expenses to the sales order, to do so, go toand activate Analytic Accounting.
Voeg declaraties toe aan uw verkooporder¶
From the expense app, you or your consultant can create a new one, e.g. the hotel for the first week on the site of your customer.
You can then enter a relevant description and select an existing product or create a new one from right there.
Hier maken we een Hotel product:
under the invoicing tab, select Delivered quantities and either At cost or Sales price as well depending if you want to invoice the cost of your expense or a previously agreed on sales price.
To modify or create more products go to.
Back on the expense, add the original sale order in the expense to submit.
Het kan hierna ingediend worden bij de manager, goedgekeurd worden en geboekt worden.
Het komt dan op de verkooporder en is klaar om te factureren.
The last thing you might need to add to the sale order is purchases made for it.
You will need the Purchase Analytics feature, to activate it, go toand select Purchase Analytics.
While making the purchase order don’t forget to add the right analytic account.
Once the PO is confirmed and received, you can create the vendor bill, this will automatically add it to the SO where you can invoice it.