Time tracking while delivering a service
The delivery of the stockable product is managed by the warehouse, while delivery of the service can be done by the team. It's important to track the service as we may need the details later to prepare the invoice.
Let's create a consulting service product and see how your service company can manage the delivery of the service and invoice based on that.
How to do it...
- The Timesheet application is installed, and the
Track Serviceoption is available under theInvoicing Policyconfiguration on the product. Create a new product by going toSales|Sales|Products. Enter the name asConsulting Service, enter the cost price and sale price of the service, and do not forget to select the product type asservice.
To configure Invoicing Policy, click on the INVOICING tab, select Delivered quantities for Invoicing Policy and Timesheets on project for Track Service:
Using this configuration does the following:
- Invoices based on actual hours spent on the consulting...
