1. Create a product that has the following attributes:
Product Type = Service
Invoicing Policy = Delivered quantities
Track Service = Create a task and track hours
2. Add this product to a Sales Order:
When you confirm the Sales Order, a Project will automatically be created (the name will match the Sales Order name) with a Task (matching the name of your product from Step 1).
3. Open the Task, click on the Timesheet tab, and log hours:
4. Observe back on your Sales Order, that the "Quantity Delivered" matches the hours logged in the Task:
5. Click CREATE INVOICE.
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|Asked: 11/22/16, 12:21 PM|
|Seen: 147 times|
|Last updated: 11/22/16, 7:15 PM|