We have some projects that we just bill by the hour off timesheets for project tasks. I followed the flow of create a service product and enter time on the project, but cannot seem to create an invoice that links to that client's project and time to create the bill. Does anyone have a procedure for this? The documentation only shows billing prepaid hours and milestone billing.
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Hello Bruce,
Before going through the procedure, it is required to make some changes in the SALES module.
Navigate to SALES -> Settings
Products Section---
Units of measure -> Select (Some products may be sold/purchased in different units of measure (advanced))
Default Invoicing -> Select (Invoice delivered quantities)
Pricing Section---
Sale Price -> Select (Advanced pricing based on formulas (discounts, margins, rounding))
After making the above changes, Save it or Apply.
Create one Service PRODUCT from the sales module. Set Sale & Cost price.
Under Invoicing Section -> Invoicing Policy
Invoicing Policy -> Select (Delivered quantities)
Track Service -> Select (Create a task and track hours)
Project -> Select the existing project or create and edit the project on the go
Make sure that when you create project the Allow Timesheet option is ticked
Save the Product and navigate to Quotation in Sales module.
Create the new Quotation, set the Customer and add the Service Product that you just created
Set the order quantity and Save
Click CONFIRM SALE and you will see the new task icn on the right top corner. click on the Task icon and you can fill the timesheet entry from there
Or the employee can navigate to Project -> Task -> Edit and fill the timesheet and save
Once the hours has been filled and the task is completed, navigate to SALES -> Quotations -> Select the previously created Quotation number -> and now you can see the total price with tax (if applied)
Click Create Invoice and the INVOICE will be generated for the desired Customer.
This is how the project hours can be billed. Hope this answers your query.
Thanks
Thank you for a very detailed explanation of this process. However, I was really hoping there was a way to just create a project and tasks, enter time against the tasks, then create an invoice that just lists the timesheet entries on an invoice with the date, employee and notes for each one. Does Odoo have a way to do this?
No. Everything is managed using products. And this makes sense as that way many workflows and settings have to be configured only once (such as accounting, analytic accounting, taxes etc.).
This creates a very awkward flow for a service firm to bill their time. I suppose my first clue that Odoo was not set up well for time billing was that there were no fields on each timesheet entry about whether that time was billable or non-billable. We will probably need to see if we can customize this workflow to suit our needs. I found a couple of addons that were available for previous Odoo versions, so maybe we can finish porting them to version 10.
So the main issue here seems to be the contracts got moved to enterprise in 10, it was contracts in 8 that made time tracking very easy just as you described. If anyone has an alternative way to achieve this that would be great as 8 is not going to be supported much longer.
This module https://www.odoo.com/apps/modules/10.0/contract/ implements some functions from odoo 8, but it have troubles when invoicing. I have issued it on github.
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