Dear ERPNext Community,
while searching for the right ERP I came across this software and tested it a little bit.
One thing I wasn’t able to acchieve, is creating an invoice with timesheets and sales orders.
My first attempt was to create a project, insert timesheets, create a sales order with a product and insert the project.
If I create a Bill and select the project, only the timesheets are shown, but no sales order.
Q1) How can I put sales orders + timesheets onto one invoice?
I write invoices about twice a month, so there is a big chance to have multiple
projects for one customer. And I dont want wo write him multiple invoices at once.
For now I can think about two approaches:
a) Create a project with timesheets and sales orders for every request, then bill all projects at once
b) Create sales order and timesheets (without projects) for every request and refer
both to the customer. Then bill all not billed stuff of this customer at once (creating only one invoice).
I didn’t get them to work because a) I dont see any option to bill multiple projects
and b) it seems that I have to enter a project in order to attach the timesheet to a customer.
Q2) Is one of this two options doable?
Or is there any other option that fits my needs?
Thank you and best regards.