Worklogs Billing
To bill activities related to operations, you must create the invoice directly from the DeepSales – Invoice module and select the invoice type.
On the screen that opens you will need to fill in the basic fields as described below:
Field | Value | Note |
Account |
| Account to be billed for the operation |
Name |
| Invoice name |
Status | Enabled |
|
Model Alias | DeepService – Operation | Fundamental field for selecting activities |
Model ID |
| Fundamental field for selecting activities. It corresponds to the ID of the operation |
Once you have filled in the fields and pressed the “Apply” button, you will need to move to the “Activities and Movements” tab (1) to select the activities to be billed.
Next, to view the worklogs linked to the operation, press the “Add Activity” button (2).
After pressing the button, a floating window will open containing the activities we can bill.
These are filtered according to the ID entered in the “Model ID” field of the invoice.
Flagging the worklogs of interest (1) will allow them to be added to the invoice via the “Add”(2) mass action.
Once the “Submit” button is pressed, the worklogs will be added to the invoice.
