Project Task Invoice Integration | Task-Based Invoicing Overview | Task-Based Invoice Tracking

Project Task Billing Integration Simplified

Advanced Task Invoice Integration with Line Items and Timesheets

Comprehensive Task Invoice Integration: Timesheets and Line Items

*Invoice Creation from Task and Timesheet Integration*

This feature simplifies the invoicing process by allowing users to create invoices directly from project tasks. Invoice line items defined at the task level are automatically included during invoice generation. Additionally, it seamlessly integrates with Odoo standard timesheet functionality, ensuring that timesheet entries linked to tasks are also reflected in the invoice.

*Project Configuration for Timesheet-Based Invoicing*

To enable timesheet-based invoicing, a new boolean field, "Timesheet Invoice," is introduced in the project form view. Activating this field unlocks the "Timesheet Product" field, where users can select a product to associate with timesheet entries. When this option is enabled, both task-level invoice line items and associated timesheets are combined in the invoice, ensuring accurate and comprehensive billing for all project activities.

Main Features:

• Task-Based Invoice Creation
  This feature allows users to generate invoices directly from project tasks. When an invoice is created, any pre-defined invoice line items associated with the task are automatically transferred to the invoice. This ensures accurate and seamless billing for task-specific deliverables without manual intervention. It simplifies the invoicing process, especially for projects with predefined billing structures.
• Timesheet Integration for Invoicing
  The application leverages Odoo standard timesheet functionality to integrate timesheet entries into the invoicing process. Any timesheet entries recorded for tasks are automatically included in the invoice. This ensures that both task-related line items and actual time worked on tasks are reflected in the final billing, providing comprehensive coverage for all billable activities.
• Timesheet Invoice Configuration
  A new "Timesheet Invoice" Boolean field is introduced in the project form view to enable timesheet-based invoicing. Once this field is activated, a "Timesheet Product" field becomes visible, allowing users to select a product to associate with the timesheet entries. This configuration ensures that timesheet entries are correctly categorized and included in the invoice, streamlining the billing process for time-based services.
• Comprehensive Invoicing
  By combining task-level invoice line items and timesheet entries, this feature ensures complete and accurate billing. After selecting the appropriate "Timesheet Product" and enabling the "Timesheet Invoice" Boolean, users can generate invoices that capture all billable elements, ensuring no revenue leakage and enhancing transparency with clients.
• Smart Button for Invoice Tracking
  A smart button is added to the task form view, allowing users to quickly access and manage invoices linked to a specific task. This feature enhances efficiency by providing a centralized view of all invoices associated with the task.
• Screenshots and Instructions for Clarity
  To assist users further, detailed screenshots and an instructional video are provided for better understanding.

Custom Boolean Fields in Odoo Project Form: Enable Timesheet-Based Invoicing

Odoo Project Form View: Show Timesheet Product When "Include Timesheet for Invoice" is Active

Odoo Standard Task Form with Invoice Line Items Tab and Create Invoice Button

Task Form View With Timesheets Tab [Odoo Standard]

Streamlining Billing: Invoice Creation at the Click of the "Create Invoice" Button

Invoice Line Item Duplication Prevention with User Error

Project Form View [Odoo Standard]: Ticked Boolean Field "Include Timesheet for Invoice" Prevents Setting Timesheet Product

User Error Triggered if "Timesheet Product" is Not Set on Project or Task During Timesheet Invoice Creation

Project Form View [Odoo Standard]: Ticked Boolean Field "Include Timesheet for Invoice" with Set Timesheet Product

Automated Invoice Creation: "Create Invoice" Button with Task Line Items and Timesheets

Creating Invoice from List View by Selecting Multiple Project Tasks

Invoice Creation on Clicking "Create Invoice" Button: Invoice Lines Items and Timesheets Passed for Multiple Selected Tasks

Enhanced Task Form View in Odoo: Invoice Smart Button Integration

Opening Linked Invoices Quickly via the "Invoice" Smart Button

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse