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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

Check App Here

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