Odoo 14 Community Edition

Invoicing a project

The Odoo project module provides a good platform to invoice the customers on the various projects being created. This invoicing can be conducted on the basis of the timesheet operations of every project and the tasks assigned for each project. The first step to invoice a project is to make a project to be billable. This action can be performed in the Project creation window. In the Project creation window, you are able to view an option named Billable as shown in the below screenshot.

Odoo Community Edition Book

You can activate the option Billable via checking the box near the option. Now in the respective tasks window, you can view the smart button Sale order on the top right side of the window.

Odoo Community Edition Book

On selecting this button, you will be directed to the Sale order window as shown below.

Odoo Community Edition Book

In this window, you can view that all the customer details are auto-filled and you also have the provision to make desirable changes by selecting the Edit icon available. The Create Invoice button available in the top left corner of the window will direct you to the new pop up window as displayed in the below image

Odoo Community Edition Book

In this Create Invoices window, you can select the type of invoice along with the Timesheet period. After that, you can select the Create and View Invoice button available in the window. The invoice can be sent through email to the customer.

So far we were discussing how to invoice a project and now let us discuss the Reporting session of the module.

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