Sale Under Invoicing

In real-world service scenarios, it’s common for technicians to log more hours than what was initially agreed upon with the customer. In such cases, businesses may choose not to invoice the excess time, but still want the Sales Order to reflect a "Fully Invoiced" status.

The Under Invoicing for Services module provides a smart solution to this issue by allowing partial invoicing while marking the order as fully invoiced based on a configurable product-level setting.

Key Features & Benefits:

"Under Invoicing" Checkbox on Service Products

1. Add a Boolean field ("Under Invoice") on service products (Product Template or Variant).
2. When enabled, it allows partial invoicing while treating the Sales Order line as fully invoiced.

Sales Order Line Control

1. Adds a "Fully Invoiced" Boolean on Sales Order Lines for applicable service products.
2. When checked, it instructs the system to ignore unbilled delivered quantities.
3. Once ticked, the checkbox becomes read-only, confirming override intent.

Custom Invoicing Behavior

1. Even if delivered quantity > invoiced quantity, the system will:
   1. Set the Sales Order status to "Fully Invoiced"
   2. Hide the "Create Invoice" button
2. This helps prevent further invoicing attempts for the line and reflects accurate customer agreements.

Maintains Financial Control

1. Allows the business to decide line-by-line whether to consider it fully invoiced.
2. Prevents confusion or overbilling due to over-delivery of services.

Example Use Case:

1. A managed IT services provider agrees to provide 10 hours of support to a client. However, their technician ends up working 13 hours.
2. Instead of invoicing the full 13 hours (which may go beyond the customer agreement), the business chooses to invoice only 10 hours.
3. By enabling the "Under Invoice" checkbox on the service product and marking the Sales Order Line as "Fully Invoiced", the system:
4. Sets the Sales Order status to "Fully Invoiced"
5. Prevents further invoicing for that line
6. The customer is billed accurately, and internal records reflect the true effort.

Summary:

The Under Invoicing for Services module helps businesses handle service overages with flexibility and control. It allows sales and finance teams to:

1. Respect contractual invoicing limits
2. Prevent overbilling
3. Mark Sales Orders as fully invoiced, even if not all delivered quantities are billed

This feature is perfect for service-oriented organizations that need to balance customer agreements with actual delivered work, while maintaining clean and accurate sales and invoicing records in Odoo.