{"id":3047,"date":"2024-06-03T11:58:40","date_gmt":"2024-06-03T02:28:40","guid":{"rendered":"https:\/\/help.interfy.com.au\/?post_type=ht_kb&#038;p=3047"},"modified":"2024-06-03T15:15:24","modified_gmt":"2024-06-03T05:45:24","slug":"how-to-create-and-pay-a-direct-cost-from-a-odoo-bill","status":"publish","type":"ht_kb","link":"https:\/\/help.interfy.com.au\/index.php\/knowledge-base\/how-to-create-and-pay-a-direct-cost-from-a-odoo-bill\/","title":{"rendered":"How to create and pay a direct cost from a Odoo Bill"},"content":{"rendered":"\n<p>Requirements from OneCore Odoo:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/help.interfy.com.au\/index.php\/knowledge-base\/how-to-map-procore-vendors-to-odoo-vendors-in-onecore\/\"><u>Mapped Vendor<\/u><\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/help.interfy.com.au\/index.php\/knowledge-base\/how-to-map-to-an-existing-project-in-onecore-odoo\/\"><u>Mapped Project<\/u><\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/help.interfy.com.au\/index.php\/knowledge-base\/when-2nd-qbo-class-is-not-available-to-map-with-procore-cost-type\/\"><u>Mapped Cost Type<\/u><\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/help.interfy.com.au\/index.php\/knowledge-base\/how-to-map-project-specific-cost-codes-revenue-and-expense-in-onecore-odoo\/\">Mapped Expense Cost Code<\/a> at  Project Level<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">To create<\/h2>\n\n\n<p>1. From Odoo, open <strong>New &gt; Bill<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3058\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/05\/create-bill-in-odoo.png\" alt=\"\" width=\"1904\" height=\"914\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/create-bill-in-odoo.png 1904w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/create-bill-in-odoo-300x144.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/create-bill-in-odoo-1024x492.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/create-bill-in-odoo-768x369.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/create-bill-in-odoo-50x24.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/create-bill-in-odoo-1536x737.png 1536w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/create-bill-in-odoo-60x29.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/create-bill-in-odoo-100x48.png 100w\" sizes=\"auto, (max-width: 1904px) 100vw, 1904px\" \/><\/p>\n<p>2. Select a vendor, due date, and enter a Bill no.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3059\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/05\/fill-in-the-vendor-bill-date-and-reference-details.png\" alt=\"vendor-bill-reference\" width=\"1176\" height=\"330\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/fill-in-the-vendor-bill-date-and-reference-details.png 1176w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/fill-in-the-vendor-bill-date-and-reference-details-300x84.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/fill-in-the-vendor-bill-date-and-reference-details-1024x287.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/fill-in-the-vendor-bill-date-and-reference-details-768x216.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/fill-in-the-vendor-bill-date-and-reference-details-50x14.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/fill-in-the-vendor-bill-date-and-reference-details-60x17.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/fill-in-the-vendor-bill-date-and-reference-details-100x28.png 100w\" sizes=\"auto, (max-width: 1176px) 100vw, 1176px\" \/><\/p>\n<p>4. Enter the description, quantity, unit price, cost code account, project and cost type.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3060\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/05\/fill-in-the-product-line-and-assign-project.png\" alt=\"\" width=\"1172\" height=\"383\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/fill-in-the-product-line-and-assign-project.png 1172w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/fill-in-the-product-line-and-assign-project-300x98.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/fill-in-the-product-line-and-assign-project-1024x335.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/fill-in-the-product-line-and-assign-project-768x251.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/fill-in-the-product-line-and-assign-project-50x16.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/fill-in-the-product-line-and-assign-project-60x20.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/fill-in-the-product-line-and-assign-project-100x33.png 100w\" sizes=\"auto, (max-width: 1172px) 100vw, 1172px\" \/><\/p>\n<p>5. Click on <b>Save <\/b>once complete.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3061\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/05\/confirm-to-create.png\" alt=\"create-button\" width=\"1212\" height=\"843\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/confirm-to-create.png 1212w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/confirm-to-create-300x209.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/confirm-to-create-1024x712.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/confirm-to-create-768x534.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/confirm-to-create-50x35.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/confirm-to-create-60x42.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/confirm-to-create-100x70.png 100w\" sizes=\"auto, (max-width: 1212px) 100vw, 1212px\" \/><\/p>\n<p>6. After 1 minute or so, navigate to OneCore Transaction Dashboard, click Search Icon in Procore column.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3062\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/05\/txn-board-search-procore.png\" alt=\"\" width=\"1643\" height=\"915\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/txn-board-search-procore.png 1643w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/txn-board-search-procore-300x167.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/txn-board-search-procore-1024x570.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/txn-board-search-procore-768x428.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/txn-board-search-procore-50x28.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/txn-board-search-procore-1536x855.png 1536w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/txn-board-search-procore-60x33.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/txn-board-search-procore-100x56.png 100w\" sizes=\"auto, (max-width: 1643px) 100vw, 1643px\" \/><\/p>\n<p>7. This is the sample invoice created from Odoo Bill that is being sent to Procore Direct Cost.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3063\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/05\/direct-cost-procore.png\" alt=\"direct-cost-procore\" width=\"1627\" height=\"906\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/direct-cost-procore.png 1627w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/direct-cost-procore-300x167.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/direct-cost-procore-1024x570.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/direct-cost-procore-768x428.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/direct-cost-procore-50x28.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/direct-cost-procore-1536x855.png 1536w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/direct-cost-procore-60x33.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/direct-cost-procore-100x56.png 100w\" sizes=\"auto, (max-width: 1627px) 100vw, 1627px\" \/><\/p>\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">To pay<\/h2>\n\n\n\n<p>1. Navigate back to Odoo&#8217;s bill through OneCore Odoo Transaction Dashboard.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"562\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/05\/txn-dashboard-odoo-search-1-1024x562.png\" alt=\"\" class=\"wp-image-3065\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/txn-dashboard-odoo-search-1-1024x562.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/txn-dashboard-odoo-search-1-300x165.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/txn-dashboard-odoo-search-1-768x422.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/txn-dashboard-odoo-search-1-50x27.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/txn-dashboard-odoo-search-1-1536x844.png 1536w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/txn-dashboard-odoo-search-1-60x33.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/txn-dashboard-odoo-search-1-100x55.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/txn-dashboard-odoo-search-1.png 1653w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>2. Click &#8220;<strong>Register Payment<\/strong>&#8221; in the Odoo Bill<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"702\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/05\/register-payment-1024x702.png\" alt=\"\" class=\"wp-image-3066\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/register-payment-1024x702.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/register-payment-300x206.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/register-payment-768x526.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/register-payment-50x34.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/register-payment-60x41.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/register-payment-100x69.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/register-payment.png 1226w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>3. Fill the payment details<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1021\" height=\"287\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/05\/fill-in-payment-details.png\" alt=\"\" class=\"wp-image-3067\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/fill-in-payment-details.png 1021w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/fill-in-payment-details-300x84.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/fill-in-payment-details-768x216.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/fill-in-payment-details-50x14.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/fill-in-payment-details-60x17.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/fill-in-payment-details-100x28.png 100w\" sizes=\"auto, (max-width: 1021px) 100vw, 1021px\" \/><\/figure>\n\n\n\n<p>4. Click &#8216;<strong>Create Payment<\/strong>&#8216;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1021\" height=\"287\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/05\/click-create-payment.png\" alt=\"\" class=\"wp-image-3068\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/click-create-payment.png 1021w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/click-create-payment-300x84.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/click-create-payment-768x216.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/click-create-payment-50x14.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/click-create-payment-60x17.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/05\/click-create-payment-100x28.png 100w\" sizes=\"auto, (max-width: 1021px) 100vw, 1021px\" \/><\/figure>\n\n\n\n<p>5. After the bill is reconciled in the journal items (to mark the bill as paid), we will process the paid date of this bill.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>NOTE<\/p>\n<cite>OneCore Odoo will not update the paid date back to direct cost unless it is shown as &#8216;Paid&#8217; in Odoo invoice<\/cite><\/blockquote>\n\n\n\n<p>6. After few minutes, direct back to OneCore Odoo, check the transaction.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"328\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/11\/bill-payment-processed-successfully-in-onecore-1024x328.png\" alt=\"\" class=\"wp-image-2608\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/bill-payment-processed-successfully-in-onecore-1024x328.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/bill-payment-processed-successfully-in-onecore-300x96.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/bill-payment-processed-successfully-in-onecore-768x246.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/bill-payment-processed-successfully-in-onecore-50x16.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/bill-payment-processed-successfully-in-onecore-1536x491.png 1536w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/bill-payment-processed-successfully-in-onecore-60x19.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/bill-payment-processed-successfully-in-onecore-100x32.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/bill-payment-processed-successfully-in-onecore.png 1885w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>7. Open the direct cost that was being created in Procore, the paid date should be updated.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"510\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/11\/paid-date-updated-1024x510.png\" alt=\"\" class=\"wp-image-2609\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/paid-date-updated-1024x510.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/paid-date-updated-300x149.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/paid-date-updated-768x382.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/paid-date-updated-50x25.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/paid-date-updated-1536x765.png 1536w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/paid-date-updated-60x30.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/paid-date-updated-100x50.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/paid-date-updated.png 1615w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Requirements from OneCore Odoo: To create 1. From Odoo, open New &gt; Bill. 2. Select a vendor, due date, and enter a Bill no. 4. Enter the description, quantity, unit price, cost code account, project and cost type. 5. Click on Save once complete. 6. After 1 minute or so,&#8230;<\/p>\n","protected":false},"author":15,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[83],"ht-kb-tag":[47,85],"class_list":["post-3047","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-transaction-direct-costs-odoo","ht_kb_tag-check","ht_kb_tag-odoo"],"_links":{"self":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/3047","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/users\/15"}],"replies":[{"embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/comments?post=3047"}],"version-history":[{"count":4,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/3047\/revisions"}],"predecessor-version":[{"id":3109,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/3047\/revisions\/3109"}],"wp:attachment":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/media?parent=3047"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=3047"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=3047"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}