Skip to content

Latest commit

 

History

History
 
 

sale_order_invoicing_finished_task

Folders and files

NameName
Last commit message
Last commit date

parent directory

..
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Sale Order Invoicing Finished Task

Beta License: AGPL-3 OCA/sale-workflow Translate me on Weblate Try me on Runboat

This module brings the possibility to indicate if a task is available to be invoiced or not, within the task itself. Moreover, even if the task is not finished yet, it can be set as invoiceable.

As an option, you can relate this control to a Project Stage ( project.task.type ). For example, if you want to assign 'Invoiceable' to Done stage always.

Table of contents

To use this module, you need to:

  1. Go to Sales > Products > Products and create a service product.

  2. Within the product, choose your preferences under General Information tab, as follows:

    • From Create on Order select Task or Project & Task.
    • Tick off Invoicing control by task checkbox, and save.
    https://raw.githubusercontent.com/OCA/sale-workflow/16.0/sale_order_invoicing_finished_task/static/description/product_view_invoicefinishedtask2.png
  3. Go to Sales > Orders > Orders and create a new one. Add a customer and the product you have created.

  4. Confirm the sales order. It will create a new task on your selected project.

  5. Go to the task and you will find a smartbutton named Not invoiceable. When you click on it, you will indicate that the task can be invoiced.

    https://raw.githubusercontent.com/OCA/sale-workflow/16.0/sale_order_invoicing_finished_task/static/description/task_view_invoicefinishedtask2.png

    If the product is configured with an invoicing policy "Timesheets on tasks", time spent on the task is used to compute the delivered quantity.

  6. Optional: if you want to use project stages to control this, go to Project > Configuration > Task Stages, and in the stages that you consider are invoiceable, you have to set the Invoiceable field to true.

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

  • Tecnativa
  • Camptocamp

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/sale-workflow project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.