diff --git a/sales/invoicing/services/media/milestones01.png b/sales/invoicing/services/media/milestones01.png new file mode 100644 index 000000000..16df19331 Binary files /dev/null and b/sales/invoicing/services/media/milestones01.png differ diff --git a/sales/invoicing/services/media/milestones02.png b/sales/invoicing/services/media/milestones02.png new file mode 100644 index 000000000..9ef1e8c6c Binary files /dev/null and b/sales/invoicing/services/media/milestones02.png differ diff --git a/sales/invoicing/services/media/milestones03.png b/sales/invoicing/services/media/milestones03.png new file mode 100644 index 000000000..dba2a339b Binary files /dev/null and b/sales/invoicing/services/media/milestones03.png differ diff --git a/sales/invoicing/services/media/milestones04.png b/sales/invoicing/services/media/milestones04.png new file mode 100644 index 000000000..4b747e502 Binary files /dev/null and b/sales/invoicing/services/media/milestones04.png differ diff --git a/sales/invoicing/services/milestones.rst b/sales/invoicing/services/milestones.rst index 3d08700a4..38bbeea7f 100644 --- a/sales/invoicing/services/milestones.rst +++ b/sales/invoicing/services/milestones.rst @@ -1,3 +1,127 @@ ======================================= How to invoice milestones of a project? -======================================= \ No newline at end of file +======================================= + +There are different kind of service sales: prepaid volume of hours/days +(e.g. support contract), billing based on time and material (e.g. +billing consulting hours) or a fixed price contract (e.g. a project). + +In this section, we will have a look at how to invoice milestones of a +project. + +Milestone invoicing can be used for expensive or large scale projects, +with each milestone representing a clear sequence of work that will +incrementally build up to the completion of the contract. For example, a +marketing agency hired for a new product launch could break down a +project into the following milestones, each of them considered as one +service with a fixed price on the sale order : + +- Milestone 1 : Marketing strategy audit - 5 000 euros + +- Milestone 2 : Brand Identity - 10 000 euros + +- Milestone 3 : Campaign launch & PR - 8 500 euros + +In this case, an invoice will be sent to the customer each time a +milestone will be successfully reached. That invoicing method is +comfortable both for the company which is ensured to get a steady cash +flow throughout the project lifetime and for the client who can monitor +the project's progress and pay in several times. + +.. note:: + You can also use milestones to invoice percentages of the entire + project. For example, for a million euros project, your company + might require a 15% upfront payment, 30% at the midpoint and the + balance at the contract conclusion. In that case, each payment will + be considered as one milestone. + +Configuration +============= + +Install the Sales application +----------------------------- + +In order to sell services and to send invoices, you need to install the +**Sales** application, from the **Apps** icon. + +.. image:: media/milestones01.png + :align: center + +Create products +--------------- + +In Odoo, each milestone of your project is considered as a product. From +the **Sales** application, use the menu :menuselection:`Sales --> Products`, +create a new product with the following setup: + +- **Name**: Strategy audit + +- **Product Type**: Service + +- **Invoicing Policy**: Delivered Quantities, since you will invoice + your milestone after it has been delivered + +- **Track Service**: Manually set quantities on order, as you + complete each milestone, you will manually update their quantity + from the **Delivered** tab on your sale order + +.. image:: media/milestones02.png + :align: center + +.. note:: + Apply the same configuration for the others milestones. + +Managing your project +===================== + +Quotations and sale orders +-------------------------- + +Now that your milestones (or products) are created, you can create a +quotation or a sale order with each line corresponding to one milestone. +For each line, set the **Ordered Quantity** to ``1`` as each milestone is +completed once. Once the quotation is confirmed and transformed into a +sale order, you will be able to change the delivered quantities when the +corresponding milestone has been achieved. + +.. image:: media/milestones03.png + :align: center + +Invoice milestones +------------------ + +Let's assume that your first milestone (the strategy audit) has been +successfully delivered and you want to invoice it to your customer. On +the sale order, click on **Edit** and set the **Delivered Quantity** of the +related product to ``1``. + +.. tip:: + As soon as the above modification has been saved, you will notice + that the color of the line has changed to blue, meaning that the + service can now be invoiced. In the same time, the invoice status + of the SO has changed from **Nothing To Invoice** to **To Invoice** + +Click on **Create invoice** and, in the new window that pops up, select +**Invoiceable lines** and validate. It will create a new invoice (in draft +status) with only the **strategy audit** product as invoiceable. + +.. image:: media/milestones04.png + :align: center + +.. note:: + In order to be able to invoice a product, you need to set up the + **Accounting** application and to configure an accounting journal + and a chart of account. Click on the following link to learn more: + :doc:`../../../accounting/overview/getting_started/setup` + +Back on your sale order, you will notice that the **Invoiced** column of +your order line has been updated accordingly and that the **Invoice +Status** is back to **Nothing to Invoice**. + +Follow the same workflow to invoice your remaining milestones. + +.. seealso:: + * :doc:`recurring` + * :doc:`time_materials` + * :doc:`reinvoice` + * :doc:`support` \ No newline at end of file