Streamline Your Workflow with Our Timesheet Invoice Template for Sales

Timesheet invoice template for Sales

hello again my fellow oh dudes and odets it's nice to see you again at this point it's clear how organized and efficient uh stealthywood has become thanks to odoo previously what we saw was how to create a project and task from the confirmation of sales orders now what do we do when we need to invoice our customers so we're going to see how odoo offers simplicity and flexibility when it comes to invoicing your clients whether that's based on each project or based on the tasks you need on top of that all the hours that we have previously used or also need to invoice can be checked and approved by the manager this whole approval process allows our clients to keep track of the hours encoded by each employee so let's dive into the database we have set up for stealthy wood and see how it works based on what we configured previously so now we're going to jump into seeing how invoicing works when it comes to logging time on tasks specifically though we're going to focus on the three different types of billing we have the fixed rate billing we have the hourly billing and we have milestone and sa and see how all three of these work with sales and invoicing so first and foremost let's go create a sale now we're going to work with azure our favorite client i'm going to use a quotation template very quickly just to pre-populate a sales order and you're going to see right away a few things first we have the fixed price service this is one unit at 25 hour pack so there is some unit of measure shenanigans going on here then we have the hourly service which i'm going to have 10 hours at an hourly rate and then we have milestone which is going to be five units of milestone so what we care about here more than anything else is the billing component and when and how we can build for things so confirm the order and now we have one project three tasks i did this just for simplicity um just so we can go through the tasks very quickly so let's just go to the project module one thing to know actually before we dive into the project module is that we also want to ensure that we are approving timesheets so going to timesheets configuration scroll all the way to the bottom we have approved timesheets only so we will only bill for things that have been approved so we look at the projects and they all were assigned to the after sales service and we have sales order 69 milestone service for azure interior sales of 69 hourly service and then 769 for fixed price so fixed price is just like our 6x packs at or do where i have specified the unit of measure to be a 25 hour pack and therefore it automatically fills in 25 hours here by selling one unit so let's log some time whether we add a line manually or start both work in fact we can do them both at the same time work we can log one hour [Music] we can stop let's walk another hour work two if i can learn how to spell let me know um great so now a fixed price with two hours assigned to it we'll go left one we will go to the hourly service we will start and stop and you'll see 10 hours or sign based on the 10 quantity on the order we'll do four hours here extensive work we've got to be very precise with our timesheet entries and then we have last but not least the milestone service where we will start and stop and let's be a little bit outrageous here let's talk 10 hours in one day because we're really hard workers um whoops yep more extensive work forgot some very important letters here more extensive work 10 hours great now these initially planned hours are five but that's actually supposed to be the quantity of what we sold so based on the quantity will automatically pre-populate here but you can put whatever you need here because it again it is a milestone service so hours don't may not matter when it comes to this the building of things now if i go back to the sales order there's nothing here specified the hourly service the fixed price the milestones nothing is to be billed part of the fact is because we have to approve timesheets so we go to the timesheet module just like we need to we go to last week we can go to today to see anything that's been built today and we see after sales services 15 hours okay let's validate i trust mitchell admit to be accurate with those timesheets and so if we go back to the sales module oops not reporting we can see that we have .08 hours delivered for the fixed price we have four hours for the hourly service and zero delivered for the milestone well part of the reason of that for that is the fact that of how much time we logged but if we were to create an invoice real quickly and in fact i'm going to edit this because for milestone billing let's just say the 10 hours delivered one milestone so we'll change that to a one and now we can start billing we save this now we create the invoice we'll do a regular invoice no down payments and what you'll notice here is quite important one for the fixed price service we are billing the entire amount it doesn't matter how much time you log because it's a fixed price building you're going to build a client for the full amount upfront whether you build h a log time or not is irrelevant so it's the full amount for the hourly service because we logged four hours that's how much we're gonna build our client for and for the milestone billing because we delivered one unit or one quantity or one milestone that is what's going to build here it had i not chosen to add one unit of milestone build it would actually be zero we'd only see the fixed price service and the hourly service on this invoice so invoicing policy is quite important when it comes to this whole flow and we confirm and everything is good to go now let's say we do more work for example for example the hourly service so let's go back to the project the after sales service we want the hourly service we care about the most we will look at the timesheets tab and you'll notice it might be hard to see but there the previous timesheet entry i wrote is a little grayed out and if i were to add a new timesheet item hard work you'll notice that it is actually a bit darker because the grayed out is validated previous timesheets so if i were to log let's just do the remaining six hours and save let's just look at that sales order one more time for delivered nothing is to invoice because what happened is i haven't approved anything yet so if we want to just approve just to see how things are moving to validate one last time let's go back to let's go to the project module this time instead what we're going to do here is actually look at the same information but from the project instead because it's not only the sales order that is linked to the project but it's also or sorry the sales order that's linked to the task but it's also the project that's linked to the task sales order as you can see where is that hiding sales order right here very top there it is and if i were to create the invoice let's pay attention to what's on the invoice one last time it's just the six hours because we've already billed for this the pack we haven't met another milestone and we're only just building four more six more hours so that's how the product configuration and the invoicing policy and of course uh proving of timesheets can impact what you invoice that's the whole flow and hopefully you learned a lot from this and if you have other questions you can let us know otherwise have a great rest of your day oh dude and odettes