Billed at Timesheet Hours

Introduction

Odoo 18 has significantly improved project and service-based billing by offering a seamless integration between Projects, Timesheets, and Invoicing. For businesses that bill clients based on actual hours worked, this functionality allows for transparent, accurate, and efficient billing. In this blog, we walk you through the step-by-step process of billing projects using timesheet hours in Odoo 18.

Step-by-Step Functionality

Step 1: Enable Required Modules

1. Go to Apps.

2. Install the following modules:

• Project

• Timesheets

• Invoicing

• Sales (if not already installed)

Step 2: Configure the Project Settings

1. Navigate to Projects > Configuration > Settings.

2. Enable:

• Timesheets

Step 3: Create a Service Product for Timesheet Billing

1. Go to Sales > Products.

2. Create a new product, e.g., "Consulting Services".

3. Set the product type to Service.

4. In the Invoicing tab:

• Set the Invoicing Policy to Based on Timesheets.

• In the Create and Order field, select the option "Project and Task".

Step 4: Create a Sales Order with Service Product

1. Go to Sales > Orders > Quotations.

2. Create a new quotation and add the service product.

3. Confirm the sale.

This automatically creates a project and task if configured to do so.

Step 5: Log Timesheets Against the Task

1. Open the task linked to the sales order.

2. In the Timesheets tab, log the hours worked.

Step 6: Generate an Invoice from Timesheets

1. Go to Sales > Orders and select the sales order.

2. Click on Create Invoice.

3. The price has been calculated based on the Sales Price that has been configured for the product.

1. Validate and send the invoice.

Step 7: Review Timesheet Invoices

1. Navigate to Invoicing > Customers > Invoices.

2. Open the invoice to review timesheet entries and billing.

Conclusion

Billing based on timesheet hours in Odoo 18 enables businesses to ensure that every billable hour is accounted for and invoiced appropriately. This method not only increases transparency with clients but also improves revenue accuracy and operational efficiency. With Odoo’s integrated approach, you can manage your projects, timesheets, and billing from a single platform with ease.