61 lines
2.2 KiB
ReStructuredText
61 lines
2.2 KiB
ReStructuredText
========================================
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Invoicing Time and Material to Customers
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========================================
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Track the exact time spent on a task and give customers the ability to sign their worksheet
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report onsite. Invoice customers as soon as the work is complete, leaving you, and the customer,
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with the confidence that they will be charged for the exact right hours and material used.
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Get the exact time spent on a task
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==================================
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Click on *Start* to launch the timer. You can *Pause* at any moment and *Resume* when you would like
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to continue.
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.. image:: media/im1.png
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:align: center
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:alt: Timesheet Timer in Odoo Field Service
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Click on *Stop* once the work is done to confirm the total time spent and add a description.
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.. image:: media/im2.png
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:align: center
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:alt: Timesheet Timer in Odoo Field Service
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Sign and send reports & validate stock-picking
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==============================================
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Now, fill your *Worksheet* and add the used products clicking on *Products*.
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.. image:: media/im3.png
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:align: center
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:alt: Sign and send reports in Odoo Field Service
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Click on *Start* if you need to record additional time for the same activity. The time recorded will
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be added to the already created and signed worksheet. Then, create a new invoice for the time added.
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*Mark as done* to close the task and to invoice your intervention. It also validates the
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stock-picking keeping your inventory up-to-date.
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*Sign Report* generates a detailed worksheet report for the customer to sign. Send it through email
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clicking on *Send Report*.
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Invoice your time and material
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===============================
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Under :menuselection:`All Tasks --> To Invoice`, find a list of all tasks marked as done but that
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have not been invoiced.
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Convenient feature as it allows accountants to easily access all finished tasks at once.
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.. image:: media/im4.png
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:align: center
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:alt: Invoice Tasks in Odoo Field Service
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.. tip::
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Invoice all tasks at once selecting them all and going to :menuselection:`Action -->
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Create Invoice`.
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.. image:: media/im5.png
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:align: center
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:alt: Invoice Task in Odoo Field Service
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.. seealso::
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* :doc:`../../project/advanced/feedback`
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