How it works...

Invoicing Policy

Track Service

Expected behavior

Ordered quantities

Manually set quantities on order

• Invoice can be raised before delivery based on the quantity ordered
• Project or task will not be created
• Tracking of quantity will be done directly on the order

Ordered quantities

Timesheets on project

• Invoice can be raised before delivery based on the quantity ordered
• Project will be created with the same name as order number
• Tracking of time can be done on the project using timesheet

Ordered quantities

Create a task and track hours

• Invoice can be raised before delivery based on the quantity ordered
• A task will be created in the project created
• Tracking of time can be done on the project using timesheet

Delivered quantities

Manually set quantities on order

• Invoice can be raised after the delivery quantity (time spent to be set manually on the sales order)
• A task or project will not be created
• Time spent can be directly entered on the sales order

Delivered quantities

Timesheets on project

• Invoice can be raised based on the delivered quantities
• Project will be created with the same name as the order number
• Tracking of time can be done on the project using timesheet

Delivered quantities

Create a task and track hours

• Invoice can be raised based on the delivered quantities
• A task will be created in the project created
• Tracking of time can be done on the project using timesheet