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Automatic Invoice Booking Date - bitigloo

by
Odoo

57.06

v 16.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Discuss (mail)
Lines of code 284
Technical Name bi_invoice_booking_date
LicenseLGPL-3
Websitehttps://www.bitigloo.com
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Discuss (mail)
Lines of code 284
Technical Name bi_invoice_booking_date
LicenseLGPL-3
Websitehttps://www.bitigloo.com
logo

Automatic Invoice Booking Date

This module was written to automate booking date on invoice according to the services and/or deliveries.

Features

  • check the timesheet entries and take the first and last timesheet dates
  • check the related deliveries and take the first and last delivery dates
  • if set, take the latest date from the last timesheet and/or delivery to be used as the booking date on the invoice,
  • if set, generate a 'note' line on the invoice and put it on the last line on the invoice indicating for what period of time the services/deliveries have taken place.

Go to Settings / Invoicing (or Accounting), and down below, we have a section added for Automatic Booking Date & Extra Note Line.

You have three options to choose for auto-computing the booking date:

    1. Service: this calculates the booking date based on the timesheet entries

    2. Deliveries: this calculates the booking date based on the deliveries

    3. Both: this calculates the booking date based on both timesheet entries and deliveries


You have three options to choose for adding a note on invoice:

    1. Service Period: this adds the note based on the timesheet entries

    2. Deliveries: this adds the note based on the deliveries

    3. Both: this adds the note based on both timesheet entries and deliveries


In case any of the modules is not installed you will see a red message on either option.

To Use this module, you need to:

1. Select the wished option on the Settings / Invoicing (or Accounting):
2. Simply, create an invoice from a sale order, where there are some timesheet entries and/or deliveries. In case selected in the Settings, a note line will be added to the invoice based on the partner (invoice address) language.

For Timesheet


For Deliveries


3. If required, you can re-compute the booking date and add a new note line.


Notes

  • In case you do not have timesheet or stock modules, it won't install those modules automatically (no dependency!).
  • The language of the note depends on the partner language!
  • For any feedback or support need, please:

    Simply use our Products Support form www.bitigloo.com/support.

    Send us an email to apps@bitigloo.com.

    Languages

    This module is available in two languages: English and German/Deutsch.

    english germany

    Our Services

    Odoo
    Implementation


    https://www.bitigloo.com/r/fSU

    Odoo Functionnal Consulting


    https://www.bitigloo.com/r/yEJ

    Odoo Workshop & Training


    https://www.bitigloo.com/r/01w

    Odoo Migration/Upgrade


    https://www.bitigloo.com/r/2Wx

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