导航栏

Invoice Time Spent on Tasks

When it is time to bill your client for their finished project/task, you can choose to shorten processes and save time by pulling the billable time you have tracked into sales orders, and invoices, directly from the project/task.

Enable the Timesheet feature

Go to Project ‣ Configuration ‣ Settings and enable Timesheets.

Create a sales order and invoice from a task

Under Project ‣ Configuration ‣ Project, choose the corresponding one and enable Timesheet, Timesheet Timer and Bill from Tasks.
Once the time spent on a task under that project has been recorded, click on Create Sales Order and continue to create your invoice.
Have the sales order menu and the timesheet tab being shown under a task in Odoo Project

This way, you can invoice different customers, for different services, at different rates, without the need to create numerous projects.

Create a sales order and invoice from a project

Under Project ‣ Configuration ‣ Project, choose the corresponding one and enable Timesheet plus Timesheet Timer.
Now, go to Project ‣ Configuration ‣ Projects, choose the project, Create Sales Order, and continue to create your invoice.
From here, choose if you want the billing to be based on the project rate: all timesheets are billed by the same rate, or by the employee rate: timesheets are billed by the individual rate of the employee.
Click on create sales order and choose the billing type in Odoo Project
The project rate allows you to invoice a whole project, for a specific service, at a specific rate, at once. Example: the implementation of a system.
The employee rate billing lets you invoice a project broken down into different services, and different rates. Example: different rates for junior and senior consultants.

Invoice only approved timesheets

Go to Timesheets ‣ Configuration ‣ Settings ‣ Invoicing Policy, and choose Approved timesheets only.

Enabling the feature to invoice only approved timesheets in Odoo Project

This ensures that the manager is aware of the hours being logged by each employee before the customer gets invoiced.