BIM 2.0 · Process manualOdoo 19 · EnglishSource: www.bim20.com/manual/odoo-19/en
BIM 2.0Odoo 19

Process manual

Search for what you want to do and follow the steps. Each process shows where it is in the menu, what you need first and which mistakes to avoid.

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The life of a project
1 process

Staff and attendance

How do I make a project's attendance summary and invoice it to the customer?Gather the project's pending attendance with its price, approve it and generate the invoice.

Where BIM › Data › Attendance › Attendance summary

Before you start

Customer's hourly price list created.

How do I make a project's attendance summary and invoice it to the customer?

Steps

  1. Go to Data › Attendance › Attendance summary and click New.
  2. Choose the Project and click Load: all its attendance that is not in another summary comes in.
  3. Review Total Hours and Total Price.
  4. Click Set to approved: if the customer has an email and the Attendance summary box ticked on their record, the PDF is sent to them.
  5. Click Create invoice: an invoice to the customer is created for the Total Price.
Warning

Load does not filter by dates: it picks up all the project's pending attendance. Make the summary at the close of each period.

Cancel does not release the attendance: it stays linked to that summary.

Related processes:
Documented version: BIM 2.0 (base_bim_2 19.0.19.04.2026) · Odoo 19