Streamlining Customer Invoicing from Employee Timesheets

Odoo App: Transforming Timesheets into Customer Invoices

Efficient Customer Billing Using Employee Timesheets

Subtitles: Customer Invoices from Employee Timesheets/Create Customer Invoice from Timesheets Odoo App/Customer Billing for Employee Timesheets

This app enables you to generate customer invoices directly from employee timesheets, grouping them by project and customer for streamlined billing. By organizing the timesheet entries based on project and associated customer, the app ensures accurate and efficient invoice creation. The following screenshots demonstrate how timesheet data is automatically grouped and converted into customer invoices, simplifying the process and reducing errors.

Explore the Features of the Current Odoo App: A Complete Overview:

• Customer Invoice Creation from Timesheets:
• Managers can easily create customer invoices by grouping timesheet entries based on projects and customers. This ensures that invoices are accurate and organized according to the specific project or customer.

• Configurable Price Rates:
• The price rate for billing can be configured on the customer form, and this rate is automatically applied to the related projects and tasks under that customer. This helps in maintaining consistent billing rates across projects and tasks.

• Automatic Customer Selection:
• When creating customer invoices from timesheets, the customer is automatically selected based on the project associated with the timesheet entry. This eliminates the need for manual customer selection and reduces errors.

• Time Tracking on Timesheets:
• A new field has been added to the timesheet to allow employees/users to enter time in and time out for the work performed. This helps ensure accurate time logging for billing purposes.

• Grouping by Project and Customer:
• The module groups timesheet entries by projects and customers, making it easier to create detailed and accurate customer invoices based on these groupings.

• Simplified Invoicing Process:
• The entire process of generating customer invoices from timesheets is streamlined, allowing for greater efficiency and reducing administrative workload.

• Note:
• For additional details and to see this in action, please refer to the video tutorial and screenshots below.
• (Example images or detailed workflow would be inserted here.)

Comprehensive Test Case Examples:
Summary of Timesheet Entries:

• Timesheet 1 (T1): Project 1 - Customer A
• Timesheet 2 (T2): Project 1 - Customer A
• Timesheet 3 (T3): Project 2 - Customer A
• Timesheet 4 (T4): Project 3 - Customer B
• Timesheet 5 (T5): Project 4 - Customer C

Based on these timesheets, the three invoices will be generated as follows:

• Invoice #1: Contains two invoice lines for Project 1 and Customer A, based on Timesheets T1 and T2.
• Invoice #2: Contains one invoice line for Project 2 and Customer A, based on Timesheet T3.
• Invoice #3: Contains one invoice line for Project 3 and Customer B, based on Timesheet T4.
• Invoice #4: Contains one invoice line for Project 4 and Customer C, based on Timesheet T5.

This process automatically groups the timesheets by project and customer, ensuring accurate and efficient billing for each customer and project.

Managing System-Created Menus in Odoo:

• Timesheets
  • Invoicing
    • Timesheet to Invoice
    • Timesheet Invoiced

Configure Customer Price Lists and Rates in Odoo Standard

System Automatically Fetches Price Rate from Customer Form to Project Form (Odoo Standard)

System Automatically Fetches Rate from Project to Task Form (Odoo Standard)

Generate Customer Invoices from Employee Timesheets

The system will show only the billable timesheet entries that have not been invoiced

Choose the timesheets you want to include in the customer invoice creation.

Initiate the 'Create Customer Invoice' action to generate customer invoices from selected timesheets.

Click the 'Create Invoice' button to generate invoices from the selected timesheet lines

The system has created customer invoices based on the selected timesheets after executing the wizard

Sample Layout for Customer Invoice Form View in Odoo

Managing Billable Hours, Time In, and Time Out on Timesheets in Odoo Standard

A warning will be raised by the system if you attempt to modify the value

A system warning will appear if you attempt to update the timesheet after invoice creation

The system will trigger a warning if you try to delete the value

A system warning will appear if you try to delete a timesheet with an existing invoice

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

Customer Invoices from Employee Timesheets

Create Customer Invoice from Timesheets Odoo App

Customer Billing for Employee Timesheets

This app allows you to create customer invoices from employee timesheets by grouping them by project and customer as shown in the below screenshots.

Main Features:

• Allow your manager to create customer invoices/billing from a list of timesheets of employees. Note that Customer invoices will be created based on group by project and customer.
• You can configure the price rate on the customer form which will be passed to related projects of that customer and then passes to related tasks of the customer project.
• Customers (while creating customer invoices) will be taken/chosen from the project selected on timesheet lines.
• We have given a new field on the timesheets where employees/users can enter time in and time out for that timesheet work.
• The module will create customer invoices based on the grouping of projects and customers. For more detail, please check below example:

Examples:

• Timesheet 1: T1 - Project 1 - Customer A
• Timesheet 2: T2 - Project 1 - Customer A
• Timesheet 3: T3 - Project 2 - Customer A
• Timesheet 4: T4 - Project 3 - Customer B
• Timesheet 5: T5 - Project 4 - Customer C


• 1. Invoice Number 1 with two Invoice lines (T1 and T2) for Project 1 and Customer A
• 2. Invoice Number 2 with one Invoice line (T3) for Project 2 and Customer A
• 3. Invoice Number 3 with one Invoice line (T4) for Project 3 and Customer B
• 4. Invoice Number 4 with one Invoice line (T5) for Project 4 and Customer C

Menus Available:

• Timesheets
  • Invoicing
    • Timesheet to Invoice
    • Timesheet Invoiced

Configure Price Rate on Customer Form (Odoo Standard)

System Fetch Price Rate from Customer Form on Project Form (Odoo Standard)

System Fetch Rate from Project on Task Form (Odoo Standard)

Timesheet to Create Customer Invoices

The list of timesheet a system will display only billable timesheet lines which have not been invoiced yet.

Select the timesheet for which you want to create customer invoices

Run on "Make Invoice" wizard action to create customer invoices

Create Invoice Button on Wizard Screen Message

Created Customer Invoices after Running Wizard of Make Invoice

Customer Invoice Form View (Odoo Standard) Sample

Billable, Time In, and Time Out on Timesheet (Odoo Standard)

System Raise Warning if you try to update the value

Raise Warning if you try to update the value of the timesheet which invoice already created

Raise Warning if you try to delete the value

Raise Warning if you can try to delete the value of timesheet which invoice already created

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.