Cybrosys Technologies
30-05-2024
Start by setting up your sales orders in Odoo 17 to include field service tasks. This ensures accurate invoicing later.
Create tasks for your field service team. Assign them appropriately and ensure all necessary details are included.
Accurately record the time spent and materials used for each field service task. This data is crucial for precise invoicing.
Once tasks are completed, generate invoices based on the recorded time and materials. Odoo 17 simplifies this process.
Review generated invoices for accuracy. Make necessary adjustments before sending them to clients.
Track payments received for your invoices in Odoo 17. Ensure timely follow-ups on outstanding payments.