Hibou Odoo Suite: Timesheet Invoice


Purpose

The Timesheet Invoice module adds timesheet descriptions to the reports/PDFs of invoices.

Getting Started

First things first, we want to install the module! Navigate to the Apps application and search for 'Timesheet Invoice'. When ready, click the Install button.

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Good to Know! 

This module requires the Sales Timesheet module. However, if you do not already have this module installed, Odoo will install it for you during this modules installation!

Processes

Navigate to the Accounting application.

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Accounting Configuration

Once there, select Configuration followed by Settings. In the Analytics section, ensure the box is checked for Analytic accounting. When finished, hit the Save button.

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Product Configuration

Navigate to the Inventory application.

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Once there, select Master Data followed by products. Select an existing product from the list or make a new one by hitting the Create button.

In the General Information tab there is the Product Type field, which should be set to Service. In the Invoicing tab in the Invoicing section Invoicing based on should be set to Timesheets on tasks. When finished, hit the save button.

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Timesheets Configuration

Navigate to the Timesheets application.

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Once there, select Configuration > Settings. In the Billing section make sure that Time Billing option is checked.

Additionally you can change the invoicing policy to 'Approved Timesheets Only' so that only timesheets that have been approved by the appropriate user will be used when invoicing. When finished, hit the Save button.

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Timesheets on Invoices

Navigate to the Accounting Application. Once there select SALES > CUSTOMER INVOICES. Select the invoice with timesheet entries from the list of invoices. Assure that the information in the various fields is correct and and hit the VALIDATE button.

After the invoice has been validated, print the invoice. You will notice a new 'Timesheets' with the Date, Description, Responsible, and Duration of each timesheet entry.

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Technical

This modules adds a new section to the report invoice document QWeb view that displays all timesheet entries for the Invoice's associated project.