开票项目流程¶

项目流程开票是针对那些按 clearly defined 阶段交付工作的公司设计的。相反，企业可以按项目流程的方式，按阶段交付给客户，并在每个阶段完成时进行开票。这种方法为客户提供了清晰可见的交付流程和价值。

项目流程开票是在产品级别上在销售应用中配置的，项目流程进度和完成管理在项目应用中。当项目流程被标记为完成时，已交付数量在销售订单（SO）中更新，可以进行开票。

项目里程碑，流程开票工作原理¶

项目里程碑，流程开票工作原理包含多个Odoo应用：

创建产品在销售应用中，基于项目流程进行开票。
创建销售订单（SO）与产品关联。
创建项目（项目）应用中的多个项目流程。
A milestone is reached, and marked complete, causing the Delivered quantity on the SO line to update.
An invoice is created for the completed milestone, which can be sent to the customer.

Important

This document covers the Sales app configuration and invoicing flow for invoicing based on project milestones. For more information on creating, managing, and marking milestones as complete, and how to link them to tasks, see Project milestones.

创建里流程式产品¶

To begin, a service product must be configured specifically for milestone-based invoicing. Navigate to Sales app ‣ Products ‣ Products and click New. Enter the necessary information, including the product title and Sales Price.

For the Product Type, select Service. Doing so reveals the Create on Order field. Select either Project, Project and Task, or Task, depending on how the product is to be tracked in the Project app.

Note

A Project Template can also be selected for the product. See Project templates for more information. Project templates can have milestones defined, however, the Quantity (%) field must be manually updated on each newly created project.

For the Invoicing Policy, select Based on Milestones. This option ensures that the product’s delivered quantities update automatically once a milestone is completed.

Important

Based on Milestones is only available if there is at least one project with Milestones enabled.

Defining milestones¶

Note

This document focuses on the process of selling and invoicing a milestone product in the Sales app. For more information on creating milestones in the Project app, see Project milestones.

After the milestone product has been sold, a Milestones smart button is added to the SO. Click the smart button to view, edit, or create new milestones.

From here, the Delivered % can be altered. This amount equates to the total cost of the SO that is billed when the milestone is reached.

Example

A company that provides pool installation services bills based on predefined milestones as the work is completed. Each milestone equates to 25% of the total services:

Site Preparation & Excavation

Structural Installation

Plumbing & Equipment Installation

Finishing & Final Inspection

The team uses a project template, called Pool installation, with these milestones defined. A new project is created whenever a SO with the Pool installation services product is confirmed.

Invoicing a completed milestone¶

Milestones can be tracked through the Project app (see Using milestones). Additionally, a milestone can be marked complete by navigating to the SO, and clicking the Milestones smart button. On the Milestones page, enable the checkbox in the Reached column for the milestone.

Then, click View Sales Order or use the breadcrumbs to return to the SO. The Delivered column will be updated to reflect the Delivered % for the milestone reached.

These steps can be repeated as additional milestones are reached until the SO has been fulfilled.

Important

Reaching a milestone does not automatically create an invoice. Instead, it updates the SO to reflect the amount of the total that is ready for invoicing.

Once one or more milestones have been reached, navigate to the SO, and confirm the Delivered column has updated correctly. Then, click Create Invoice.

Additional milestones can be invoiced as they are completed, until all services are complete.