Odoo ERP · Services
Odoo for Professional Services: Projects, Timesheets, and Invoices
· Updated · 1 min read
A services firm that invoices from a sheet will underbill, because the timesheet and the invoice are typed twice. The first release makes the project the source of the bill.
Fixed price or time, pick the one you use
If you bill milestones, the project has those milestones and the invoice follows them. If you bill hours, timesheets on the project create the invoice. Configuring both “just in case” trains nobody.
Expenses that belong to the client should land on the same project. A separate claim file is how they get forgotten.
Utilisation is a report, not a new app
Once time is on the project, a manager can see who is booked. Do not commission a custom utilisation dashboard before people actually fill timesheets for one month.
CRM can hold the proposal. The project starts when the work is sold. That handoff is the same as pipeline to invoice.
One practice, one month
A single team billing one way is often 4–8 weeks and toward ₹2–5 lakhs. Several companies, or heavy custom billing rules, move into 2–4 months and the mid band. See the cost guide.
Bring last month’s invoices and the timesheets behind them to a free audit.
Frequently Asked Questions
Do we have to use timesheets?+
Only if you bill time or need utilisation. A fixed-fee practice can invoice milestones without a timesheet habit.
Can clients approve hours?+
A portal for that is a later release. First, your team should invoice from the hours they already trust.
Will this replace our accounting tool immediately?+
Invoicing can go live with the project. A full books cut-over is a separate decision with your CA.