Billing timesheets from a project

You can deliver then bill, partially or entirely, an order linked to a project by associating time entries with it. These lines will then be marked as "Billed".

To do so, you must use the Billing tool.

Note

This is a single-project tool, i.e. when dealing with a delivery, you will group together all the order lines from the same order and for the same project. These deliveries can then all be grouped into a single invoice.

The screen is divided into 4 sections:

  1. List of project tasks: this section displays all the tasks associated with the project. It is for information purposes only.
  2. List of time: this list displays all the timesheet entries on the project, that are not yet associated with a delivery note. You can select the time entries 'to deliver".
  3. Sales orders to deliver: this list displays all the project's validated order lines that are not yet delivered.
  4. Delivery: this list displays all the lines for the next delivery.

To deliver and bill an order:

1 Open the desired project, with timesheet entries to bill.
2 Click on Edit > Billing tool.

Let us assume that for a single project, you want to associate 2 time entries to 2 lines from 2 different orders.

1 Select a time entry from the List of time section (at the top right).
2 Select an order line from the Sales order to deliver (at the bottom left).
3 Click on the arrow. A delivery line associated with the time entry and the order line is added in the Delivery section (at the bottom right).
4 Repeat the process to add a second time entry and order line. A second delivery line is added in the table at the bottom right of the screen.
5 Click on the Rebilling tab, then on Create delivery at the bottom right of the screen.

The delivery is generated and the selected timesheets are marked as "Billed". The generated deliveries can then be accessed via the deliveries search screen or from the project's dashboard.

Reminder:

  • The default quantity delivered cannot be modified.
  • You can only generate a delivery from the lines of a single order. To generate deliveries with lines from multiple orders, you must repeat the process described above.
  • Time entries marked as "Free of charge" cannot be turned into "Billed". To quickly mark them as "Billed", right-click on one or multiple time entries.