Se rendre au contenu
Odoo Menu
  • Se connecter
  • Essai gratuit
  • Applications
    Finance
    • Comptabilité
    • Facturation
    • Notes de frais
    • Feuilles de calcul (BI)
    • Documents
    • Signature
    Ventes
    • CRM
    • Ventes
    • PdV Boutique
    • PdV Restaurant
    • Abonnements
    • Location
    Sites web
    • Site Web
    • eCommerce
    • Blog
    • Forum
    • Live Chat
    • eLearning
    Chaîne d'approvisionnement
    • Inventaire
    • Fabrication
    • PLM
    • Achats
    • Maintenance
    • Qualité
    Ressources Humaines
    • Employés
    • Recrutement
    • Congés
    • Évaluations
    • Recommandations
    • Parc automobile
    Marketing
    • Marketing Social
    • E-mail Marketing
    • SMS Marketing
    • Événements
    • Marketing Automation
    • Sondages
    Services
    • Projet
    • Feuilles de temps
    • Services sur Site
    • Assistance
    • Planification
    • Rendez-vous
    Productivité
    • Discussion
    • Validations
    • Internet des Objets
    • VoIP
    • Connaissances
    • WhatsApp
    Applications tierces Odoo Studio Plateforme Cloud d'Odoo
  • Industries
    Commerce de détail
    • Librairie
    • Magasin de vêtements
    • Magasin de meubles
    • Épicerie
    • Quincaillerie
    • Magasin de jouets
    Food & Hospitality
    • Bar et Pub
    • Restaurant
    • Fast-food
    • Maison d’hôtes
    • Distributeur de boissons
    • Hôtel
    Immobilier
    • Agence immobilière
    • Cabinet d'architecture
    • Construction
    • Gestion immobilière
    • Jardinage
    • Association de copropriétaires
    Consultance
    • Cabinet d'expertise comptable
    • Partenaire Odoo
    • Agence Marketing
    • Cabinet d'avocats
    • Aquisition de talents
    • Audit & Certification
    Fabrication
    • Textile
    • Métal
    • Meubles
    • Alimentation
    • Brewery
    • Cadeaux d'entreprise
    Santé & Fitness
    • Club de sports
    • Opticien
    • Salle de fitness
    • Praticiens bien-être
    • Pharmacie
    • Salon de coiffure
    Trades
    • Bricoleur
    • Matériel informatique et support
    • Systèmes photovoltaïques
    • Cordonnier
    • Services de nettoyage
    • Services CVC
    Autres
    • Organisation à but non lucratif
    • Agence environnementale
    • Location de panneaux d'affichage
    • Photographie
    • Leasing de vélos
    • Revendeur de logiciel
    Browse all Industries
  • Communauté
    Apprenez
    • Tutoriels
    • Documentation
    • Certifications
    • Formation
    • Blog
    • Podcast
    Renforcer l'éducation
    • Programme éducatif
    • Business Game Scale-Up!
    • Rendez-nous visite
    Obtenir le logiciel
    • Téléchargement
    • Comparez les éditions
    • Versions
    Collaborer
    • Github
    • Forum
    • Événements
    • Traductions
    • Devenez partenaire
    • Services for Partners
    • Enregistrer votre cabinet comptable
    Nos Services
    • Trouver un partenaire
    • Trouver un comptable
    • Rencontrer un conseiller
    • Services de mise en œuvre
    • Références clients
    • Assistance
    • Mises à niveau
    Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +1 (650) 691-3277
    Obtenir une démonstration
  • Tarification
  • Aide

Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:

  • CRM
  • e-Commerce
  • Comptabilité
  • Inventaire
  • PoS
  • Projet
  • MRP
All apps
Vous devez être inscrit pour interagir avec la communauté.
Toutes les publications Personnes Badges
Étiquettes (Voir toutl)
odoo accounting v14 pos v15
À propos de ce forum
Vous devez être inscrit pour interagir avec la communauté.
Toutes les publications Personnes Badges
Étiquettes (Voir toutl)
odoo accounting v14 pos v15
À propos de ce forum
Aide

How do I bill project time in Odoo 10 CE?

S'inscrire

Recevez une notification lorsqu'il y a de l'activité sur ce poste

Cette question a été signalée
v10
1 Répondre
8237 Vues
Avatar
Bruce Letterle

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.

0
Avatar
Ignorer
Avatar
Chirag Rathod (cra)
Meilleure réponse

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




0
Avatar
Ignorer
Bruce Letterle
Auteur

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?

Ermin Trevisan

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.).

Bruce Letterle
Auteur

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.

Mark Meadows

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.

john doe

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.

Vous appréciez la discussion ? Ne vous contentez pas de lire, rejoignez-nous !

Créez un compte dès aujourd'hui pour profiter de fonctionnalités exclusives et échanger avec notre formidable communauté !

S'inscrire
Publications associées Réponses Vues Activité
[v10] Open Form from Action in Readonly Mode Résolu
v10
Avatar
Avatar
Avatar
2
janv. 21
7323
Report in custom module Résolu
v10
Avatar
Avatar
2
mars 20
6018
How can I create a Store Credit for a Customer? Résolu
v10
Avatar
Avatar
1
oct. 18
6129
By accident I have set all units of measure from "units" to "foot" on all my products. Is there a way to set it back to what they were originally set for?
v10
Avatar
Avatar
1
déc. 17
2876
How does the Recurring Documents module work in CE 10?
v10
Avatar
Avatar
1
déc. 17
4688
Communauté
  • Tutoriels
  • Documentation
  • Forum
Open Source
  • Téléchargement
  • Github
  • Runbot
  • Traductions
Services
  • Hébergement Odoo.sh
  • Assistance
  • Migration
  • Développements personnalisés
  • Éducation
  • Trouver un comptable
  • Trouver un partenaire
  • Devenez partenaire
À propos
  • Notre société
  • Actifs de la marque
  • Contactez-nous
  • Emplois
  • Événements
  • Podcast
  • Blog
  • Clients
  • Informations légales • Confidentialité
  • Sécurité.
الْعَرَبيّة Català 简体中文 繁體中文 (台灣) Čeština Dansk Nederlands English Suomi Français Deutsch हिंदी Bahasa Indonesia Italiano 日本語 한국어 (KR) Lietuvių kalba Język polski Português (BR) română русский язык Slovenský jazyk slovenščina Español (América Latina) Español ภาษาไทย Türkçe українська Tiếng Việt

Odoo est une suite d'applications open source couvrant tous les besoins de votre entreprise : CRM, eCommerce, Comptabilité, Inventaire, Point de Vente, Gestion de Projet, etc.

Le positionnement unique d'Odoo est d'être à la fois très facile à utiliser et totalement intégré.

Website made with

Odoo Experience on YouTube

1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.

Live support on Youtube
Watch now