[IMP] sale: Rewrite the 'Invoicing Method' subsection
@ -5,4 +5,10 @@ Invoicing Method
|
|||||||
.. toctree::
|
.. toctree::
|
||||||
:titlesonly:
|
:titlesonly:
|
||||||
|
|
||||||
invoicing/services
|
invoicing/invoicing_policy
|
||||||
|
invoicing/down_payment
|
||||||
|
invoicing/proforma
|
||||||
|
invoicing/time_materials
|
||||||
|
invoicing/milestone
|
||||||
|
invoicing/expense
|
||||||
|
invoicing/subscriptions
|
||||||
|
45
sales/invoicing/down_payment.rst
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|||||||
|
======================
|
||||||
|
Request a down payment
|
||||||
|
======================
|
||||||
|
|
||||||
|
A down payment is an initial, partial payment, with the agreement that
|
||||||
|
the rest will be paid later. For expensive orders or projects, it is a
|
||||||
|
way to protect yourself and make sure your customer is serious.
|
||||||
|
|
||||||
|
First time you request a down payment
|
||||||
|
=====================================
|
||||||
|
|
||||||
|
When you confirm a sale, you can create an invoice and select a down
|
||||||
|
payment option. It can either be a fixed amount or a percentage of the
|
||||||
|
total amount.
|
||||||
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|
||||||
|
The first time you request a down payment you can select an income
|
||||||
|
account and a tax setting that will be reused for next down payments.
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||||||
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||||||
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.. image:: media/down_payment01.png
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:align: center
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You will then see the invoice for the down payment.
|
||||||
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||||||
|
.. image:: media/down_payment02.png
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||||||
|
:align: center
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||||||
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|
||||||
|
On the subsequent or final invoice, any prepayment made will be
|
||||||
|
automatically deducted.
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||||||
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||||||
|
.. image:: media/down_payment03.png
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||||||
|
:align: center
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||||||
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|
||||||
|
Modify the income account and customer taxes
|
||||||
|
============================================
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||||||
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||||||
|
From the products list, search for *Down Payment*.
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||||||
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||||||
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.. image:: media/down_payment04.png
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||||||
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:align: center
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||||||
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||||||
|
You can then edit it, under the invoicing tab you will be able to change
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||||||
|
the income account & customer taxes.
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||||||
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||||||
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.. image:: media/down_payment05.png
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||||||
|
:align: center
|
65
sales/invoicing/expense.rst
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|
================================
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|
Re-invoice expenses to customers
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||||||
|
================================
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||||||
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||||||
|
It often happens that your employees have to spend their personal money
|
||||||
|
while working on a project for your client. Let's take the example of an
|
||||||
|
consultant paying an hotel to work on the site of your client. As a
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||||||
|
company, you would like to be able to invoice that expense to your
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client.
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||||||
|
Expenses configuration
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||||||
|
======================
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||||||
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||||||
|
To track & invoice expenses, you will need the expenses app. Go to
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:menuselection:`Apps --> Expenses` to install it.
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||||||
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||||||
|
You should also activate the analytic accounts feature to link expenses
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||||||
|
to the sales order, to do so, go to :menuselection:`Invoicing -->
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||||||
|
Configuration --> Settings` and activate *Analytic Accounting*.
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||||||
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||||||
|
Add expenses to your sales order
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||||||
|
================================
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||||||
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||||||
|
From the expense app, you or your consultant can create a new one, e.g.
|
||||||
|
the hotel for the first week on the site of your customer.
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||||||
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|
||||||
|
You can then enter a relevant description and select an existing product
|
||||||
|
or create a new one from right there.
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||||||
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||||||
|
.. image:: media/expense01.png
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|
:align: center
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|
||||||
|
Here, we are creating a *Hotel* product:
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||||||
|
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||||||
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.. image:: media/expense02.png
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|
:align: center
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||||||
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|
||||||
|
Under the invoicing tab, select *Delivered quantities* and either *At
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|
cost* or *Sales price* as well depending if you want to invoice the
|
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|
cost of your expense or a previously agreed on sales price.
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||||||
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||||||
|
.. image:: media/expense03.png
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||||||
|
:align: center
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||||||
|
|
||||||
|
To modify or create more products go to :menuselection:`Expenses -->
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||||||
|
Configuration --> Expense products`.
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|
Back on the expense, add the original sale order in the expense to
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submit.
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.. image:: media/expense04.png
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:align: center
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It can then be submitted to the manager, approved and finally posted.
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.. image:: media/expense05.png
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:align: center
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.. image:: media/expense06.png
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:align: center
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.. image:: media/expense07.png
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:align: center
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|
It will then be in the sales order and ready to be invoiced.
|
49
sales/invoicing/invoicing_policy.rst
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|
================================================
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|
Invoice based on delivered or ordered quantities
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|
================================================
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Depending on your business and what you sell, you have two options for
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invoicing:
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|
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- Invoice on ordered quantity: invoice the full order as soon as the sales
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||||||
|
order is confirmed.
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- Invoice on delivered quantity: invoice on what you delivered even if
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|
it's a partial delivery.
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Invoice on ordered quantity is the default mode.
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The benefits of using *Invoice on delivered quantity* depends on your
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|
type of business, when you sell material, liquids or food in large
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||||||
|
quantities the quantity might diverge a little bit and it is therefore
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||||||
|
better to invoice the actual delivered quantity.
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|
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|
.. note::
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|
You also have the ability to invoice manually, letting you
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|
control every options: invoice ready to invoice lines, invoice a
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|
percentage (advance), invoice a fixed advance.
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Decide the policy on a product page
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|
===================================
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||||||
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From any products page, under the invoicing tab you will find the
|
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|
invoicing policy and select the one you want.
|
||||||
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||||||
|
.. image:: media/invoicing_policy01.png
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:align: center
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|
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|
Send the invoice
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|
================
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||||||
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|
||||||
|
Once you confirm the sale, you can see your delivered and invoiced
|
||||||
|
quantities.
|
||||||
|
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||||||
|
.. image:: media/invoicing_policy02.png
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||||||
|
:align: center
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||||||
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|
||||||
|
If you set it in ordered quantities, you can invoice as soon as the sale
|
||||||
|
is confirmed. If however you selected delivered quantities, you will
|
||||||
|
first have to validate the delivery.
|
||||||
|
|
||||||
|
Once the products are delivered, you can invoice your customer. Odoo
|
||||||
|
will automatically add the quantities to invoiced based on how many you
|
||||||
|
delivered if you did a partial delivery.
|
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33
sales/invoicing/milestone.rst
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|
==========================
|
||||||
|
Invoice project milestones
|
||||||
|
==========================
|
||||||
|
|
||||||
|
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. This 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 installments.
|
||||||
|
|
||||||
|
Create milestone products
|
||||||
|
=========================
|
||||||
|
|
||||||
|
In Odoo, each milestone of your project is considered as a product. To
|
||||||
|
configure products to work this way, go to any product form.
|
||||||
|
|
||||||
|
You have to set the product type as *Service* under general
|
||||||
|
information and select *Milestones* in the sales tab.
|
||||||
|
|
||||||
|
.. image:: media/milestone01.png
|
||||||
|
:align: center
|
||||||
|
|
||||||
|
Invoice milestones
|
||||||
|
==================
|
||||||
|
|
||||||
|
From the sales order, you can manually edit the quantity delivered as
|
||||||
|
you complete a milestone.
|
||||||
|
|
||||||
|
.. image:: media/milestone02.png
|
||||||
|
:align: center
|
||||||
|
|
||||||
|
You can then invoice that first milestone.
|
34
sales/invoicing/proforma.rst
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|
|||||||
|
========================
|
||||||
|
Send a pro-forma invoice
|
||||||
|
========================
|
||||||
|
|
||||||
|
A pro-forma invoice is an abridged or estimated invoice in advance of a
|
||||||
|
delivery of goods. It notes the kind and quantity of goods, their value,
|
||||||
|
and other important information such as weight and transportation
|
||||||
|
charges. Pro-forma invoices are commonly used as preliminary invoices
|
||||||
|
with a quotation, or for customs purposes in importation. They differ
|
||||||
|
from a normal invoice in not being a demand or request for payment.
|
||||||
|
|
||||||
|
Activate the feature
|
||||||
|
====================
|
||||||
|
|
||||||
|
Go to :menuselection:`SALES --> Configuration --> Settings` and activate
|
||||||
|
the *Pro-Forma Invoice* feature.
|
||||||
|
|
||||||
|
.. image:: media/proforma01.png
|
||||||
|
:align: center
|
||||||
|
|
||||||
|
Send a pro-forma invoice
|
||||||
|
========================
|
||||||
|
|
||||||
|
From any quotation or sales order, you know have an option to send a
|
||||||
|
pro-forma invoice.
|
||||||
|
|
||||||
|
.. image:: media/proforma02.png
|
||||||
|
:align: center
|
||||||
|
|
||||||
|
When you click on send, Odoo will send an email with the pro-forma
|
||||||
|
invoice in attachment.
|
||||||
|
|
||||||
|
.. image:: media/proforma03.png
|
||||||
|
:align: center
|
@ -1,10 +0,0 @@
|
|||||||
========
|
|
||||||
Services
|
|
||||||
========
|
|
||||||
|
|
||||||
.. toctree::
|
|
||||||
:titlesonly:
|
|
||||||
|
|
||||||
services/milestones
|
|
||||||
services/reinvoice
|
|
||||||
services/support
|
|
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@ -1,125 +0,0 @@
|
|||||||
=======================================
|
|
||||||
How to invoice milestones of a project?
|
|
||||||
=======================================
|
|
||||||
|
|
||||||
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:`reinvoice`
|
|
||||||
* :doc:`support`
|
|
@ -1,186 +0,0 @@
|
|||||||
=============================================
|
|
||||||
How to re-invoice expenses to your customers?
|
|
||||||
=============================================
|
|
||||||
|
|
||||||
It often happens that your employees have to spend their personal money
|
|
||||||
while working on a project for your client. Let's take the example of an
|
|
||||||
employee paying a parking spot for a meeting with your client. As a
|
|
||||||
company, you would like to be able to invoice that expense to your
|
|
||||||
client.
|
|
||||||
|
|
||||||
In this documentation we will see two use cases. The first, very basic,
|
|
||||||
consists of invoicing a simple expense to your client like you would do
|
|
||||||
for a product. The second, more advanced, will consist of invoicing
|
|
||||||
expenses entered in your expense system by your employees directly to
|
|
||||||
your customer.
|
|
||||||
|
|
||||||
Use case 1: Simple expense invoicing
|
|
||||||
====================================
|
|
||||||
|
|
||||||
Let's take the following example. You are working on a promotion
|
|
||||||
campaign for one of your customers (``Agrolait``) and you have to print a
|
|
||||||
lot of copies. Those copies are an expense for your company and you
|
|
||||||
would like to invoice them.
|
|
||||||
|
|
||||||
Configuration
|
|
||||||
-------------
|
|
||||||
|
|
||||||
In order to sell services and to send invoices, you need to install the
|
|
||||||
**Sales** application, from the **Apps** icon.
|
|
||||||
|
|
||||||
.. image:: media/reinvoice01.png
|
|
||||||
:align: center
|
|
||||||
|
|
||||||
Create product to be expensed
|
|
||||||
-----------------------------
|
|
||||||
|
|
||||||
You will need now to create a product called ``Copies``.
|
|
||||||
|
|
||||||
From your **Sales** module, go to :menuselection:`Sales --> Products`
|
|
||||||
and create a product as follows:
|
|
||||||
|
|
||||||
- **Product type**: consumable
|
|
||||||
|
|
||||||
- **Invoicing policy**: on delivered quantities (you will manually
|
|
||||||
set the quantities to invoice on the sale order)
|
|
||||||
|
|
||||||
.. image:: media/reinvoice02.png
|
|
||||||
:align: center
|
|
||||||
|
|
||||||
Create a sale order
|
|
||||||
-------------------
|
|
||||||
|
|
||||||
Now that your product is correctly set up, you can create a sale order
|
|
||||||
for that product (from the menu :menuselection:`Sales --> Sales Orders`)
|
|
||||||
with the ordered quantities set to 0.
|
|
||||||
Click on **Confirm the Sale** to create the sale
|
|
||||||
order. You will be able then to manually change the delivered quantities
|
|
||||||
on the sale order to reinvoice the copies to your customer.
|
|
||||||
|
|
||||||
.. image:: media/reinvoice03.png
|
|
||||||
:align: center
|
|
||||||
|
|
||||||
Invoice expense to your client
|
|
||||||
------------------------------
|
|
||||||
|
|
||||||
At the end of the month, you have printed ``1000`` copies on behalf of your
|
|
||||||
client and you want to re-invoice them. From the related sale order,
|
|
||||||
click on **Delivered Quantities**, manually enter the correct amount of
|
|
||||||
copies and click on **Save**. Your order line will turn blue, meaning that
|
|
||||||
it is ready to be invoiced. Click on **Create invoice**.
|
|
||||||
|
|
||||||
.. note::
|
|
||||||
The total amount on your sale order will be of 0 as it is computed on
|
|
||||||
the ordered quantities. It is your invoice which will compute the
|
|
||||||
correct amount due by your customer.
|
|
||||||
|
|
||||||
The invoice generated is in draft, so you can always control the
|
|
||||||
quantities and change the amount if needed. You will notice that the
|
|
||||||
amount to be invoiced is based here on the delivered quantities.
|
|
||||||
|
|
||||||
.. image:: media/reinvoice04.png
|
|
||||||
:align: center
|
|
||||||
|
|
||||||
Click on validate to issue the payment to your customer.
|
|
||||||
|
|
||||||
Use case 2: Invoice expenses via the expense module
|
|
||||||
===================================================
|
|
||||||
|
|
||||||
To illustrate this case, let's imagine that your company sells some
|
|
||||||
consultancy service to your customer ``Agrolait`` and both parties agreed
|
|
||||||
that the distance covered by your consultant will be re-invoiced at
|
|
||||||
cost.
|
|
||||||
|
|
||||||
Configuration
|
|
||||||
-------------
|
|
||||||
|
|
||||||
Here, you will need to install two more modules:
|
|
||||||
|
|
||||||
- Expense Tracker
|
|
||||||
|
|
||||||
- Accounting, where you will need to activate the analytic accounting
|
|
||||||
from the settings
|
|
||||||
|
|
||||||
.. image:: media/reinvoice05.png
|
|
||||||
:align: center
|
|
||||||
|
|
||||||
Create a product to be expensed
|
|
||||||
-------------------------------
|
|
||||||
|
|
||||||
You will now need to create a product called ``Kilometers``.
|
|
||||||
|
|
||||||
From your **Sales** module, go to :menuselection:`Sales --> Products`
|
|
||||||
and create a product as follows:
|
|
||||||
|
|
||||||
- Product can be expensed
|
|
||||||
|
|
||||||
- Product type: Service
|
|
||||||
|
|
||||||
- Invoicing policy: invoice based on time and material
|
|
||||||
|
|
||||||
- Expense invoicing policy: At cost
|
|
||||||
|
|
||||||
- Track service: manually set quantities on order
|
|
||||||
|
|
||||||
.. image:: media/reinvoice06.png
|
|
||||||
:align: center
|
|
||||||
|
|
||||||
Create a sales order
|
|
||||||
--------------------
|
|
||||||
|
|
||||||
Still from the Sales module, go to :menuselection:`Sales --> Sales Orders`
|
|
||||||
and add your product **Consultancy** on the order line.
|
|
||||||
|
|
||||||
.. tip::
|
|
||||||
If your product doesn't exist yet, you can configure it on the fly
|
|
||||||
from the SO. Just type the name on the **product** field and click
|
|
||||||
on **Create and edit** to configure it.
|
|
||||||
|
|
||||||
Depending on your product configuration, an **Analytic Account** may have
|
|
||||||
been generated automatically. If not, you can easily create one in order
|
|
||||||
to link your expenses to the sale order. Do not forget to confirm the
|
|
||||||
sale order.
|
|
||||||
|
|
||||||
.. image:: media/reinvoice07.png
|
|
||||||
:align: center
|
|
||||||
|
|
||||||
.. note::
|
|
||||||
Refer to the documentation :doc:`../../../accounting/others/analytic/usage`
|
|
||||||
to learn more about that concept.
|
|
||||||
|
|
||||||
Create expense and link it to SO
|
|
||||||
--------------------------------
|
|
||||||
|
|
||||||
Let's assume that your consultant covered ``1.000km`` in October as part
|
|
||||||
of his consultancy project. We will create a expense for it and link
|
|
||||||
it to the related sales order thanks to the analytic account.
|
|
||||||
|
|
||||||
Go to the **Expenses** module and click on **Create**. Record your expense
|
|
||||||
as follows:
|
|
||||||
|
|
||||||
- **Expense description**: Kilometers October 2015
|
|
||||||
|
|
||||||
- **Product**: Kilometers
|
|
||||||
|
|
||||||
- **Quantity**: 1.000
|
|
||||||
|
|
||||||
- **Analytic account**: SO0019 - Agrolait
|
|
||||||
|
|
||||||
.. image:: media/reinvoice08.png
|
|
||||||
:align: center
|
|
||||||
|
|
||||||
Click on **Submit to manager**. As soon as the expense has been validated
|
|
||||||
and posted to the journal entries, a new line corresponding to the
|
|
||||||
expense will automatically be generated on the sale order.
|
|
||||||
|
|
||||||
Invoice expense to your client
|
|
||||||
------------------------------
|
|
||||||
|
|
||||||
You can now invoice the invoiceable lines to your customer.
|
|
||||||
|
|
||||||
.. image:: media/reinvoice09.png
|
|
||||||
:align: center
|
|
||||||
|
|
||||||
.. seealso::
|
|
||||||
* :doc:`support`
|
|
||||||
* :doc:`milestones`
|
|
@ -1,156 +0,0 @@
|
|||||||
==================================================
|
|
||||||
How to invoice a support contract (prepaid hours)?
|
|
||||||
==================================================
|
|
||||||
|
|
||||||
There are different kinds of service sales: prepaid volume of hours/days
|
|
||||||
(e.g. support contract), billing based on time and material (e.g.
|
|
||||||
billing consulting hours) and a fixed price contract (e.g. a project).
|
|
||||||
|
|
||||||
In this section, we will have a look at how to sell and keep track of a
|
|
||||||
pre-paid support contract.
|
|
||||||
|
|
||||||
As an example, you may sell a pack of ``50 Hours`` of support at ``$25,000``.
|
|
||||||
The price is fixed and charged initially. But you want to keep track of
|
|
||||||
the support service you did for the customer.
|
|
||||||
|
|
||||||
Configuration
|
|
||||||
=============
|
|
||||||
|
|
||||||
Install the Sales and Timesheet applications
|
|
||||||
--------------------------------------------
|
|
||||||
|
|
||||||
In order to sell services, you need to install the **Sales** application,
|
|
||||||
from the **Apps** icon. Install also the **Timesheets** application if you want
|
|
||||||
to track support services you worked on every contract.
|
|
||||||
|
|
||||||
.. image:: media/support01.png
|
|
||||||
:align: center
|
|
||||||
|
|
||||||
.. image:: media/support02.png
|
|
||||||
:align: center
|
|
||||||
|
|
||||||
Create Products
|
|
||||||
---------------
|
|
||||||
|
|
||||||
By default, products are sold by number of units. In order to sell
|
|
||||||
services ``per hour``, you must allow using multiple unit of measures.
|
|
||||||
From the **Sales** application, go to the menu
|
|
||||||
:menuselection:`Configuration --> Settings`.
|
|
||||||
From this screen, activate the multiple **Unit of Measures** option.
|
|
||||||
|
|
||||||
.. image:: media/support03.png
|
|
||||||
:align: center
|
|
||||||
|
|
||||||
In order to sell a support contract, you must create a product for every
|
|
||||||
support contract you sell. From the **Sales** application, use the menu
|
|
||||||
:menuselection:`Sales --> Products`, create a new product with the following setup:
|
|
||||||
|
|
||||||
- **Name**: Technical Support
|
|
||||||
|
|
||||||
- **Product Type**: Service
|
|
||||||
|
|
||||||
- **Unit of Measure**: Hours
|
|
||||||
|
|
||||||
- **Invoicing Policy**: Ordered Quantities, since the service is
|
|
||||||
prepaid, we will invoice the service based on what has been
|
|
||||||
ordered, not based on delivered quantities.
|
|
||||||
|
|
||||||
- **Track Service**: Timesheet on contracts. An analytic account will
|
|
||||||
automatically be created for every order containing this service
|
|
||||||
so that you can track hours in the related account.
|
|
||||||
|
|
||||||
.. image:: media/support04.png
|
|
||||||
:align: center
|
|
||||||
|
|
||||||
.. tip::
|
|
||||||
There are different ways to track the service related to a sales
|
|
||||||
order or product sold. With the above configuration, you can only
|
|
||||||
sell one support contract per order. If your customer orders
|
|
||||||
several service contracts on timesheet, you will have to split
|
|
||||||
the quotation into several orders.
|
|
||||||
|
|
||||||
Note that you can sell in different unit of measure than hours, example:
|
|
||||||
days, pack of 40h, etc. To do that, just create a new unit of measure in
|
|
||||||
the **Unit of Measure** category and set a conversion ratio compared to
|
|
||||||
**Hours** (example: ``1 day = 8 hours``).
|
|
||||||
|
|
||||||
Managing support contract
|
|
||||||
=========================
|
|
||||||
|
|
||||||
Quotations and Sales Orders
|
|
||||||
---------------------------
|
|
||||||
|
|
||||||
Once the product is created, you can create a quotation or a sales order
|
|
||||||
with the related product. Once the quotation is confirmed and
|
|
||||||
transformed into a sales order, your users will be able to record
|
|
||||||
services related to this support contract using the timesheet
|
|
||||||
application.
|
|
||||||
|
|
||||||
.. image:: media/support05.png
|
|
||||||
:align: center
|
|
||||||
|
|
||||||
Timesheets
|
|
||||||
----------
|
|
||||||
|
|
||||||
To track the service you do on a specific contract, you should use the
|
|
||||||
timesheet application. An analytic account related to the sale order has
|
|
||||||
been automatically created (``SO009 - Agrolait`` on the screenshot here
|
|
||||||
above), so you can start tracking services as soon as it has been sold.
|
|
||||||
|
|
||||||
.. image:: media/support06.png
|
|
||||||
:align: center
|
|
||||||
|
|
||||||
Control delivered support on the sales order
|
|
||||||
--------------------------------------------
|
|
||||||
|
|
||||||
From the **Sales** application, use the menu
|
|
||||||
:menuselection:`Sales --> Sales Orders` to control
|
|
||||||
the progress of every order. On the sales order line related to the
|
|
||||||
support contract, you should see the **Delivered Quantities** that are
|
|
||||||
updated automatically, based on the number of hours in the timesheet.
|
|
||||||
|
|
||||||
.. image:: media/support07.png
|
|
||||||
:align: center
|
|
||||||
|
|
||||||
Upselling and renewal
|
|
||||||
---------------------
|
|
||||||
|
|
||||||
If the number of hours you performed on the support contract is bigger
|
|
||||||
or equal to the number of hours the customer purchased, you are
|
|
||||||
suggested to sell an extra contract to the customer since they
|
|
||||||
used all their quota of service.
|
|
||||||
Periodically (ideally once every two weeks), you should check the sales
|
|
||||||
order that are in such a case.
|
|
||||||
To do so, go to :menuselection:`Sales --> Invoicing --> Orders to Upsell`.
|
|
||||||
|
|
||||||
.. tip::
|
|
||||||
If you use Odoo CRM, a good practice is to create an opportunity for
|
|
||||||
every sale order in upselling invoice status so that you easily track
|
|
||||||
your upselling effort.
|
|
||||||
|
|
||||||
If you sell an extra support contract, you can either add a new line on
|
|
||||||
the existing sales order (thus, you continue to timesheet on the same
|
|
||||||
order) or create a new order (thus, people will timesheet their hours on
|
|
||||||
the new contract). To unmark the sales order as **Upselling**, you can set
|
|
||||||
the sales order as done and it will disappear from your upselling list.
|
|
||||||
|
|
||||||
Special Configuration
|
|
||||||
=====================
|
|
||||||
|
|
||||||
When creating the product form, you may set a different approach to
|
|
||||||
track the service:
|
|
||||||
|
|
||||||
- **Create task and track hours**: in this mode, a task is created for
|
|
||||||
every sales order line. Then when you do the timesheet, you don't
|
|
||||||
record hours on a sales order/contract, but you record hours on a
|
|
||||||
task (that represents the contract). The advantage of this
|
|
||||||
solution is that it allows to sell several service contracts
|
|
||||||
within the same sales order.
|
|
||||||
|
|
||||||
- **Manually**: you can use this mode if you don't record timesheets in
|
|
||||||
Odoo. The number of hours you worked on a specific contract can
|
|
||||||
be recorded manually on the sales order line directly, in the
|
|
||||||
delivered quantity field.
|
|
||||||
|
|
||||||
.. seealso::
|
|
||||||
* :doc:`../../../inventory/settings/products/uom`
|
|
19
sales/invoicing/subscriptions.rst
Normal file
@ -0,0 +1,19 @@
|
|||||||
|
==================
|
||||||
|
Sell subscriptions
|
||||||
|
==================
|
||||||
|
|
||||||
|
Selling subscription products will give you predictable revenue, making
|
||||||
|
planning ahead much easier.
|
||||||
|
|
||||||
|
Make a subscription from a sales order
|
||||||
|
======================================
|
||||||
|
|
||||||
|
From the sales app, create a quotation to the desired customer, and
|
||||||
|
select the subscription product your previously created.
|
||||||
|
|
||||||
|
When you confirm the sale the subscription will be created
|
||||||
|
automatically. You will see a direct link from the sales order to the
|
||||||
|
Subscription in the upper right corner.
|
||||||
|
|
||||||
|
.. image:: media/subscriptions01.png
|
||||||
|
:align: center
|
136
sales/invoicing/time_materials.rst
Normal file
@ -0,0 +1,136 @@
|
|||||||
|
===================================
|
||||||
|
Invoice based on time and materials
|
||||||
|
===================================
|
||||||
|
|
||||||
|
Time and Materials is generally used in projects in which it is not
|
||||||
|
possible to accurately estimate the size of the project, or when it is
|
||||||
|
expected that the project requirements would most likely change.
|
||||||
|
|
||||||
|
This is opposed to a fixed-price contract in which the owner agrees to
|
||||||
|
pay the contractor a lump sum for the fulfillment of the contract no
|
||||||
|
matter what the contractors pay their employees, sub-contractors, and
|
||||||
|
suppliers.
|
||||||
|
|
||||||
|
For this documentation I will use the example of a consultant, you will
|
||||||
|
need to invoice their time, their various expenses (transport,
|
||||||
|
lodging, ...) and purchases.
|
||||||
|
|
||||||
|
Invoice time configuration
|
||||||
|
==========================
|
||||||
|
|
||||||
|
To keep track of progress in the project, you will need the *Project*
|
||||||
|
app. Go to :menuselection:`Apps --> Project` to install it.
|
||||||
|
|
||||||
|
In *Project* you will use timesheets, to do so go to
|
||||||
|
:menuselection:`Project --> Configuration --> Settings` and activate the
|
||||||
|
*Timesheets* feature.
|
||||||
|
|
||||||
|
.. image:: media/time_materials01.png
|
||||||
|
:align: center
|
||||||
|
|
||||||
|
Invoice your time spent
|
||||||
|
=======================
|
||||||
|
|
||||||
|
From a product page set as a service, you will find two options under
|
||||||
|
the invoicing tab, select both *Timesheets on tasks* and *Create a
|
||||||
|
task in a new project*.
|
||||||
|
|
||||||
|
.. image:: media/time_materials02.png
|
||||||
|
:align: center
|
||||||
|
|
||||||
|
You could also add the task to an existing project.
|
||||||
|
|
||||||
|
Once confirming a sales order, you will now see two new buttons, one for
|
||||||
|
the project overview and one for the current task.
|
||||||
|
|
||||||
|
.. image:: media/time_materials03.png
|
||||||
|
:align: center
|
||||||
|
|
||||||
|
You will directly be in the task if you click on it, you can also access
|
||||||
|
it from the *Project* app.
|
||||||
|
|
||||||
|
Under timesheets, you can assign who works on it. You can or they can
|
||||||
|
add how many hours they worked on the project so far.
|
||||||
|
|
||||||
|
.. image:: media/time_materials04.png
|
||||||
|
:align: center
|
||||||
|
|
||||||
|
From the sales order, you can then invoice those hours.
|
||||||
|
|
||||||
|
.. image:: media/time_materials05.png
|
||||||
|
:align: center
|
||||||
|
|
||||||
|
Expenses configuration
|
||||||
|
======================
|
||||||
|
|
||||||
|
To track & invoice expenses, you will need the expenses app. Go to
|
||||||
|
:menuselection:`Apps --> Expenses` to install it.
|
||||||
|
|
||||||
|
You should also activate the analytic accounts feature to link expenses
|
||||||
|
to the sales order, to do so, go to :menuselection:`Invoicing -->
|
||||||
|
Configuration --> Settings` and activate *Analytic Accounting*.
|
||||||
|
|
||||||
|
Add expenses to your sales order
|
||||||
|
================================
|
||||||
|
|
||||||
|
From the expense app, you or your consultant can create a new one, e.g.
|
||||||
|
the hotel for the first week on the site of your customer.
|
||||||
|
|
||||||
|
You can then enter a relevant description and select an existing product
|
||||||
|
or create a new one from right there.
|
||||||
|
|
||||||
|
.. image:: media/time_materials06.png
|
||||||
|
:align: center
|
||||||
|
|
||||||
|
Here, we are creating a *Hotel* product:
|
||||||
|
|
||||||
|
.. image:: media/time_materials07.png
|
||||||
|
:align: center
|
||||||
|
|
||||||
|
under the invoicing tab, select *Delivered quantities* and either *At
|
||||||
|
cost* or *Sales price* as well depending if you want to invoice the
|
||||||
|
cost of your expense or a previously agreed on sales price.
|
||||||
|
|
||||||
|
.. image:: media/time_materials08.png
|
||||||
|
:align: center
|
||||||
|
|
||||||
|
To modify or create more products go to :menuselection:`Expenses -->
|
||||||
|
Configuration --> Expense products`.
|
||||||
|
|
||||||
|
Back on the expense, add the original sale order in the expense to
|
||||||
|
submit.
|
||||||
|
|
||||||
|
.. image:: media/time_materials09.png
|
||||||
|
:align: center
|
||||||
|
|
||||||
|
It can then be submitted to the manager, approved and finally posted.
|
||||||
|
|
||||||
|
.. image:: media/time_materials10.png
|
||||||
|
:align: center
|
||||||
|
|
||||||
|
.. image:: media/time_materials11.png
|
||||||
|
:align: center
|
||||||
|
|
||||||
|
.. image:: media/time_materials12.png
|
||||||
|
:align: center
|
||||||
|
|
||||||
|
It will then be in the sales order and ready to be invoiced.
|
||||||
|
|
||||||
|
Invoice purchases
|
||||||
|
=================
|
||||||
|
|
||||||
|
The last thing you might need to add to the sale order is purchases made
|
||||||
|
for it.
|
||||||
|
|
||||||
|
You will need the *Purchase Analytics* feature, to activate it, go to
|
||||||
|
:menuselection:`Invoicing --> Configuration --> Settings` and select
|
||||||
|
*Purchase Analytics*.
|
||||||
|
|
||||||
|
While making the purchase order don't forget to add the right analytic
|
||||||
|
account.
|
||||||
|
|
||||||
|
.. image:: media/time_materials08.png
|
||||||
|
:align: center
|
||||||
|
|
||||||
|
Once the PO is confirmed and received, you can create the vendor bill,
|
||||||
|
this will automatically add it to the SO where you can invoice it.
|