Overslaan naar inhoud
Odoo Menu
  • Aanmelden
  • Probeer het gratis
  • Apps
    Financiën
    • Boekhouding
    • Facturatie
    • Onkosten
    • Spreadsheet (BI)
    • Documenten
    • Ondertekenen
    Verkoop
    • CRM
    • Verkoop
    • Kassasysteem winkel
    • Kassasysteem Restaurant
    • Abonnementen
    • Verhuur
    Websites
    • Websitebouwer
    • E-commerce
    • Blog
    • Forum
    • Live Chat
    • E-learning
    Bevoorradingsketen
    • Voorraad
    • Productie
    • PLM
    • Inkoop
    • Onderhoud
    • Kwaliteit
    Personeelsbeheer
    • Werknemers
    • Werving & Selectie
    • Verlof
    • Evaluaties
    • Aanbevelingen
    • Wagenpark
    Marketing
    • Sociale media-marketing
    • E-mailmarketing
    • Sms-marketing
    • Evenementen
    • Marketingautomatisering
    • Enquêtes
    Diensten
    • Project
    • Urenstaten
    • Buitendienst
    • Helpdesk
    • Planning
    • Afspraken
    Productiviteit
    • Chat
    • Artificiële Intelligentie
    • IoT
    • VoIP
    • Kennis
    • WhatsApp
    Apps van derden Odoo Studio Odoo Cloud Platform
  • Bedrijfstakken
    Detailhandel
    • Boekhandel
    • kledingwinkel
    • Meubelwinkel
    • Supermarkt
    • Bouwmarkt
    • Speelgoedwinkel
    Horeca & Hospitality
    • Bar en café
    • Restaurant
    • Fastfood
    • Gastenverblijf
    • Drankenhandelaar
    • Hotel
    Vastgoed
    • Makelaarskantoor
    • Architectenbureau
    • Bouw
    • Vastgoedbeheer
    • Tuinieren
    • Vereniging van mede-eigenaren
    Consulting
    • Accountantskantoor
    • Odoo Partner
    • Marketingbureau
    • Advocatenkantoor
    • Talentenwerving
    • Audit & Certificering
    Productie
    • Textiel
    • Metaal
    • Meubels
    • Eten
    • Brouwerij
    • Relatiegeschenken
    Gezondheid & Fitness
    • Sportclub
    • Opticien
    • Fitnesscentrum
    • Wellness-medewerkers
    • Apotheek
    • Kapper
    Diensten
    • Klusjesman
    • IT-hardware & ondersteuning
    • Zonne-energiesystemen
    • Schoenmaker
    • Schoonmaakdiensten
    • HVAC-diensten
    Andere
    • Non-profitorganisatie
    • Milieuagentschap
    • Verhuur van Billboards
    • Fotograaf
    • Fietsleasing
    • Softwareverkoper
    Alle bedrijfstakken bekijken
  • Community
    Leren
    • Tutorials
    • Documentatie
    • Certificeringen
    • Training
    • Blog
    • Podcast
    Versterk het onderwijs
    • Onderwijsprogramma
    • Scale Up! Business Game
    • Odoo bezoeken
    Download de Software
    • Downloaden
    • Vergelijk edities
    • Releases
    Werk samen
    • Github
    • Forum
    • Evenementen
    • Vertalingen
    • Partner worden
    • Diensten voor partners
    • Registreer je accountantskantoor
    Diensten
    • Vind een partner
    • Vind een boekhouder
    • Een adviseur ontmoeten
    • Implementatiediensten
    • Klantreferenties
    • Ondersteuning
    • Upgrades
    Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +1 (650) 691-3277
    Vraag een demo aan
  • Prijzen
  • Help
Je moet geregistreerd zijn om te kunnen communiceren met de community.
Alle posts Personen Badges
Labels (Bekijk alle)
odoo accounting v14 pos v15
Over dit forum
Je moet geregistreerd zijn om te kunnen communiceren met de community.
Alle posts Personen Badges
Labels (Bekijk alle)
odoo accounting v14 pos v15
Over dit forum
Help

How do I bill project time in Odoo 10 CE?

Inschrijven

Ontvang een bericht wanneer er activiteit is op deze post

Deze vraag is gerapporteerd
v10
1 Beantwoorden
9296 Weergaven
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
Annuleer
Avatar
Chirag Rathod (cra)
Beste antwoord

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
Annuleer
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.

Geniet je van het gesprek? Blijf niet alleen lezen, doe ook mee!

Maak vandaag nog een account aan om te profiteren van exclusieve functies en deel uit te maken van onze geweldige community!

Aanmelden
Gerelateerde posts Antwoorden Weergaven Activiteit
[v10] Open Form from Action in Readonly Mode Opgelost
v10
Avatar
Avatar
Avatar
2
jan. 21
8775
Report in custom module Opgelost
v10
Avatar
Avatar
2
mrt. 20
7157
How can I create a Store Credit for a Customer? Opgelost
v10
Avatar
Avatar
1
okt. 18
7660
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
dec. 17
3580
How does the Recurring Documents module work in CE 10?
v10
Avatar
Avatar
1
dec. 17
6046
Community
  • Tutorials
  • Documentatie
  • Forum
Open Source
  • Downloaden
  • Github
  • Runbot
  • Vertalingen
Diensten
  • Odoo.sh Hosting
  • Ondersteuning
  • Upgrade
  • Gepersonaliseerde ontwikkelingen
  • Onderwijs
  • Vind een boekhouder
  • Vind een partner
  • Partner worden
Over ons
  • Ons bedrijf
  • Merkelementen
  • Neem contact met ons op
  • Vacatures
  • Evenementen
  • Podcast
  • Blog
  • Klanten
  • Juridisch • Privacy
  • Beveiliging
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 Svenska ภาษาไทย Türkçe українська Tiếng Việt

Odoo is een suite van open source zakelijke apps die aan al je bedrijfsbehoeften voldoet: CRM, E-commerce, boekhouding, inventaris, kassasysteem, projectbeheer, enz.

Odoo's unieke waardepropositie is om tegelijkertijd zeer gebruiksvriendelijk en volledig geïntegreerd te zijn.

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