Send invoice and timesheet in one mail

Question

Hello Community,

we are using Odoo Online 17 Standard.

Our main focus is on After-Sales/Customer Service, where we invoice the worked hours. We would like to implement a feature where our customers not only receive their invoice but also a timesheet via email, preferably automated.

To achieve this, I have customized the standard invoice sending template and attached an additional dynamic report (Timesheet). However, this does not have any effect on the invoice sending process.

Is this a conf

Steffen Graf · Accepted Answer

Hello Jorn,
we have found that the "Send & Print" button is hardcoded. When we open this dialog, only an invoice is generated and sent - nothing more. However, if we send a message (via Chatter) and use the advanced editor there, we have the option to choose a template - this is where the automatic creation of an invoice + hours report works. This also means that we have to create each invoice individually for this result. I have not yet found an automated process to do it bulk.
Regards
Steffen

Jorn Van den Driessche · Answer

Hi,
have you found any workaround for this?  We are having the same issue...
Any help would be appreciated.
Best regards,

Publicaciones relacionadas	Respuestas	Vistas
Sent by mail: Invoice + timesheet as dynamic report Resuelto mail invoice timesheet reports	2 nov 24	2546
Force sender email for all platform mails Resuelto mail template	8 jul 24	24986
Attach timesheet to invoice invoice timesheet	3 feb 24	4491
Modify Print / Portal Invoice Template invoice timesheet	1 feb 23	3950
Invoice template invoice template	1 abr 22	3272

Se marcó esta pregunta

¿Le interesa esta conversación? ¡Participe en ella!