Sale Order Invoicing Finished Task

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Odoo          
v 10.0 v 11.0 v 12.0 Third Party 233
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Technical name sale_order_invoicing_finished_task
LicenseAGPL-3
Websitehttps://github.com/OCA/sale-workflow
Read description for v 12.0 v 11.0
Required Apps Sales (sale)
Timesheets (hr_timesheet)
Invoicing (account)
Project (project)
Employee Directory (hr)
License: AGPL-3

Sale Order Invoicing Finished Task

The requirement of this module is to give the possibility in the task to indicate if a task is available to invoice or not. This means by default even the task is not finished you could set it as invoiceable.

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

Usage

To use this module, you need to:

  1. Go to Sales -> Product and create a service product

  2. In the product go to Invoicing tab and select (1) An invocing policy (2) Track service must be create a task and tack hours (3) Set Invoicing finished task checkbox and save

    static/description/product_view_invoicefinishedtask.png
  3. Go to Sales -> Sale orders -> Create a new one. Add a customer y the product you have created

  4. Confirm the sales order, it will create you a project and a task

  5. Go to the task and you will find a smartbutton called Not invoiceable, when you press the button you will indicate that the task can be invoiced

    static/description/task_view_invoicefinishedtask.png

    If the product is configured with an invoicing policy = Order, then the delivered quantity is set to the ordered quantity. Otherwise, the time spent on the task is used.

  6. Optional: if you want to use project stages to control this Go To Project -> Settings -> Stage -> You have to set true the field Invoiceable in the stages that you consider are invoiceable. Event to use stages for this functionality you can also set it manually in the task whenever you want.

You can try it in:

Try me on Runbot

Bug Tracker

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Credits

Images

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Contributors

Maintainer

Odoo Community Association

This module is maintained by the OCA.

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.

To contribute to this module, please visit https://odoo-community.org.

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