Odoo is the world's easiest all-in-one management software. It includes hundreds of business apps:
CRM | e-Commerce | Accounting | Inventory | PoS | Project management | MRP | etc.
Our policy when a customer places an order with us is that 100% of the software and 50% of the estimated services are due at the start of the project. How do I setup my products for this and invoice them?
Software Invoicing Policy: Ordered Quantities
Services Invoicing Policy: Delivered Quantities (with Track Service as Create a Task and Track Hours) so the developer can register timesheets against the pre-paid hours, eventually surpassing the pre-paid hours whereupon another invoice should be sent to the customer).
I don't see a way to have both 'based on delivered quantities' and 'prepay' (this is a contradiction for Odoo).
The closest I can get to this is defining the SERVICES product as 'based on delivered quantities' and 'Manually set quantities on Sales Order'.
You can then manually set half of your services as 'delivered' to have that line turn blue and be invoicable.
Something you could also do is have a 'Services - prepaid hours' product that can be invoiced 'based on ordered quantities'. This may present to the user better, since the above order shows something 'delivered' that hasn't been yet.
You may want to check this thread in the community mailing list, it should guide you to the solution:
You should especially take a look at the options available in the modal window, when you create an invoice. I'm working with Version 9.0c-20160805
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|Asked: 9/7/16, 12:55 PM|
|Seen: 359 times|
|Last updated: 9/17/16, 1:00 PM|