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Every single tutorial I've seen regarding how to do this involves setting up some sort of contract with the client inside the sales app. However there's nothing like this in Odoo 10 Community edition.
I simply want to take items from the timesheets in the project tasks and invoice the customers for the time based on a certain rate per hour.
Setup: create a "Consulting Hours" product, with following data:
Unit of measure: Hours (or days)
Type: Service
Invoice on: delivered quantities
Track time on: create task
When you start a new project, create a quotation using this product. Set the right price for the customer (quantity does not matter, set the total expected for this customer)
When the quotation is turned into a SO, a task is created. Timesheet in this task.
Periodically, go to Sales > Invoicing > Sales to Invoice. You can invoice from there.
Odoo does not set all timesheets on the invoice (that would create 6 page long invoice) because the customer can access details from the portal.
I see!
I did try this very thing and it did work just as you explained, thank you for that.
I agree about the 6 page long invoices, and the customer can simply access the portal to see a detailed view of the work that was done. However here in Japan, sometimes they want a detailed printout of everything that was done on the project to get to that point so there is a need to show detailed statements. I will simply attach and send PDFs of the timesheets associated with the projects as a workaround for now.
Next question: is there a way to bill on project timesheets that are already in progress? How can I turn those into service orders too?
I see!
I did try this very thing and it did work just as you explained, thank you for that.
I agree about the 6 page long invoices, and the customer can simply access the portal to see a detailed view of the work that was done. However here in Japan, sometimes they want a detailed printout of everything that was done on the project to get to that point so there is a need to show detailed statements. I will simply attach and send PDFs of the timesheets associated with the projects as a workaround for now.
Next question: is there a way to bill on project timesheets that are already in progress? How can I turn those into service orders too?
--
StarrWulfe
Hi,
I was reading your answer Fabien and I understand how to invoice hours made on a project that is connected to an order. However, when I give a customer acces via a portal I cannot find how that customer can find a detailed overview of the hours on the timeheet..
What are the right settings for this to be available for the portal customer?
Patrick
Please check the documentation:
- https://www.odoo.com/documentation/user/10.0/sales.html (Invoicing Methods: Services)
- https://www.odoo.com/documentation/user/10.0/project/configuration/time_record.html
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BTW, I have read all the documentation in the official docs repo; it says nothing about how to invoice time as a delivered service from the timesheets attached to a task.
I need to be able to transfer these line items with descriptions of how the tasks were worked on into a line item on the invoice.
Currently I do this manually with an app called Toggl.com and Excel, where I have to copy and paste things over and over every month for 3 different clients to make their invoices. Toggl has time tracking apps for smartphones and chrome to input time, project, client in a similar fashion to Odoo's timesheet tracker app, hence the reason why I think this would be a better solution for me....If I can get it to work.
Is there a more up-to-date tutorial for my particular situation?
I don't know if I understand you completely. But you may check the following modules:
- https://www.odoo.com/apps/modules/online/project_timesheet/
- https://www.odoo.com/apps/modules/9.0/sale_timesheet_invoice_description/
Unfortunately both modules are not ported to 10.0 yet.
Thanks Ermin,
I did see those modules earlier before asking here; perhaps I should use 9.0 version now and just wait until they are ported over to 10.0.