Hey all,
We use ERPNext primarily to bill time and material projects through the use of Project and Timesheet functionality. We are entering a world of quoted projects, and usually they come with a deposit, and progress draws. My first time trying this, I created a new sales invoice for the deposit, but the timesheets were linked when the invoice was saved. I’m trying to figure out if this will present any issues in the future if there are any Change Orders (that would be billed on a T&M basis) and needing to track the actual hours spent for them.
Is using Sales Invoice the right way to do this? Or should Sales Order be used? I noticed with the project Costing and Billing section, it doesn’t cover Sales Orders. I’m curious if the combination of billing formats present an issue that can’t be covered without creating a new project.
I think the first step would be to be able to override the automatic billable timesheet fetching in Sales Invoice (as much as we love it)
Any contractors out there facing this and utilizing project costing/billing accurately?