Invoicing

Invoicing presents data on installers' working hours and allows corrections of these times and then sends this data to Odoo.

The data sent to Odoo is used to create purchase orders, which are the basis for the self-invoicing process, issuing invoices on behalf of installers.

The Invoicing screen consists of 3 parts:

• Users work
• Work instances
• Orders data

Users work

At the top of the Users work list is a checkbox for the current month for which data is displayed on the Invoicing screen.

Users work contains a list of users along with information about the number of work instances whose data are ready to be sent or have already been sent to Odoo. The second column contains information about the status of data sent to Odoo for the active month.

Work instance data sending status:

• Pending - no data from the active month has been sent to Odoo yet.
• Partially Sent - part of the data has been sent to Odoo and the rest is waiting to be sent.
• Sent - data of all job instances created so far have been sent to Odoo.

Work instances

After selecting a user, a list of work instances of this user from the active month will be displayed in the middle part.

Above the Work instances header there is the name of the selected user, and next to the header there is a button to send data from all possible work instances of a given user from the active month to Odoo. The button label displays the number of work instances that can be submitted.

Each item on the list contains the start date of a given work instance, the name of the installation to which the instance applies and a Sent button for sending data of a single work instance to Odoo.

If a button on any list item is inactive, it means that the work instance data has already been sent to Odoo, the user doesn't have an OdooId set or for other reasons it is not possible to send data. In such a situation, check the logs on the third part of the Orders data screen.

If the user doesn't have OdooId configured, an appropriate message will appear next to his name. It will not be possible to send job instance data to Odoo, the buttons will remain inactive.

Orders data

After selecting a work instance from the list, the work instance data will be displayed on the right panel. There you will find some details of the work instance, a chart with the user's location, logs of corrections and data sending to Odoo.

Work instance details include:

• Installation name.
• Installation address.
• Time and date of starting work in the installation.
• Time and date of finishing work in the installation.
• Total work - sum of working times (pauses excluded).
• Total pause - sum of pause time.
• Work type - conceptual (desk) or regular (by installers).
• Work graph with location with zooming bar (such as in the work instance details).

Work time orders

Here is the work time order number, information about the amount of working hours that will be sent to Odoo and later invoiced, and a button to send data to Odoo.

Below the chart there are logs about the creation of a time order, information about working time adjustments with comments, sending data to, creating a purchase order in Odoo, and possible logs about problems with connecting to Odoo, sending data and creating an order.

Before sending the data, it is possible to correct the amount of hours that will be invoiced in Odoo. To do this, click on the pencil icon next to the working time. Set the correct working time to be sent to Odoo and the reason for the correction. Corrections can be made until the data is sent to Odoo. All corrections along with comments are logged and displayed in the logs section.

Work time correction only affects data sent to Odoo. The data in the work instances remains unchanged.

Work travel orders - travel times to installation are not supported yet.