66 lines
2.7 KiB
ReStructuredText
66 lines
2.7 KiB
ReStructuredText
===========================
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Invoice Time Spent on Tasks
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===========================
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When it is time to bill your client for their finished project/task, you can choose to shorten
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processes and save time by pulling the billable time you have tracked into sales orders, and
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invoices, directly from the project/task.
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Enable the Timesheet feature
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============================
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Go to :menuselection:`Project --> Configuration --> Settings` and enable *Timesheets*.
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Create a sales order and invoice from a task
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============================================
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| Under :menuselection:`Project --> Configuration --> Project`, choose the corresponding one and
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enable *Timesheet*, *Timesheet Timer* and *Bill from Tasks*.
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| Once the time spent on a task under that project has been recorded, click on *Create Sales Order*
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and continue to create your invoice.
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.. image:: media/sales_timesheet.png
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:align: center
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:alt: Have the sales order menu and the timesheet tab being shown under a task in Odoo Project
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This way, you can invoice different customers, for different services, at different rates,
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without the need to create numerous projects.
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Create a sales order and invoice from a project
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===============================================
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| Under :menuselection:`Project --> Configuration --> Project`, choose the corresponding one and
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enable *Timesheet* plus *Timesheet Timer*.
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| Now, go to :menuselection:`Project --> Configuration --> Projects`, choose the project,
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*Create Sales Order*, and continue to create your invoice.
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| From here, choose if you want the billing to be based on the project rate: all timesheets are
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billed by the same rate, or by the employee rate: timesheets are billed by the individual
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rate of the employee.
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.. image:: media/create_sales.png
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:align: center
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:alt: Click on create sales order and choose the billing type in Odoo Project
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| The project rate allows you to invoice a whole project, for a specific service, at a specific
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rate, at once. Example: the implementation of a system.
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| The employee rate billing lets you invoice a project broken down into different services, and
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different rates. Example: different rates for junior and senior consultants.
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Invoice only approved timesheets
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================================
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Go to :menuselection:`Timesheets --> Configuration --> Settings --> Invoicing Policy`, and choose
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*Approved timesheets only*.
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.. image:: media/invoice_approved.png
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:align: center
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:alt: Enabling the feature to invoice only approved timesheets in Odoo Project
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This ensures that the manager is aware of the hours being logged by each employee before the
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customer gets invoiced.
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.. seealso::
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- :doc:`../advanced/so_to_task`
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- :doc:`./time_record`
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