How do I generate Invoices from Timesheets in odoo version 9.0?
I want the employees to use the timesheet to note the time spent in helping a customer and once a month I generate an invoice from all the timesheets for each Support-Customer.
There are several ways to do this, but a simple way is:
1. Create a Product.
Product Type = Service
Invoicing Policy = Delivered Quantities
Track Service = Timesheets on Contract
2. Create a Sales Order, showing the Product (you can just put 1 unit, so the Customer knows the hourly rate).
3. Create a Timesheet, and select the relevant Analytic Account. It is in the format [Order Reference]-[Customer Name]
Use the Summary tab, if all you need is hours logged per day.
Use the Detail tab, if you need descriptive information relating to the hours logged.
4. From Sales --> Invoicing --> Orders to Invoice, you will see the total hours that have been logged in the Delivered column. Click Create Invoice.
Note: The Invoiced Column on the Sales Order keeps track of what's already been Invoiced, so you can keep Invoicing at regular intervals from the same Sales Order until you stop providing service for your Customer.
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|Asked: 10/19/15, 8:38 AM|
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|Last updated: 12/4/15, 8:24 PM|