feat(timesheet): allow partial billing and handled return

erpnext/accounts/doctype/sales_invoice/sales_invoice.json

@@ -777,8 +777,7 @@
   },
   {
    "collapsible": 1,
-   "collapsible_depends_on": "eval:doc.total_billing_amount > 0",
-   "depends_on": "eval:!doc.is_return",
+   "collapsible_depends_on": "eval:doc.total_billing_amount > 0 || doc.total_billing_hours > 0",
    "fieldname": "time_sheet_list",
    "fieldtype": "Section Break",
    "hide_border": 1,
@@ -792,7 +791,6 @@
    "hide_days": 1,
    "hide_seconds": 1,
    "label": "Time Sheets",
-   "no_copy": 1,
    "options": "Sales Invoice Timesheet",
    "print_hide": 1
   },
@@ -2112,7 +2110,7 @@
    "fieldtype": "Column Break"
   },
   {
-   "depends_on": "eval:(!doc.is_return && doc.total_billing_amount > 0)",
+   "depends_on": "eval:doc.total_billing_amount > 0 || doc.total_billing_hours > 0",
    "fieldname": "section_break_104",
    "fieldtype": "Section Break"
   },
@@ -2200,7 +2198,7 @@
    "link_fieldname": "consolidated_invoice"
   }
  ],
- "modified": "2026-02-05 20:43:44.732805",
+ "modified": "2026-04-06 22:30:28.513139",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Sales Invoice",

erpnext/accounts/doctype/sales_invoice/sales_invoice.py

@@ -323,10 +323,22 @@ class SalesInvoice(SellingController):
 			)
 
 		self.set_against_income_account()
-		self.validate_time_sheets_are_submitted()
+
+		if self.is_return and not self.return_against and self.timesheets:
+			frappe.throw(_("Direct return is not allowed for Timesheet."))
+
+		if not self.is_return:
+			self.validate_time_sheets_are_submitted()
+
 		self.validate_multiple_billing("Delivery Note", "dn_detail", "amount")
-		if self.is_return:
-			self.timesheets = []
+
+		if self.is_return and self.return_against:
+			for row in self.timesheets:
+				if row.billing_hours:
+					row.billing_hours = -abs(row.billing_hours)
+				if row.billing_amount:
+					row.billing_amount = -abs(row.billing_amount)
+
 		self.update_packing_list()
 		self.set_billing_hours_and_amount()
 		self.update_timesheet_billing_for_project()
@@ -494,7 +506,7 @@ class SalesInvoice(SellingController):
 		if not cint(self.is_pos) == 1 and not self.is_return:
 			self.update_against_document_in_jv()
 
-		self.update_time_sheet(self.name)
+		self.update_time_sheet(None if (self.is_return and self.return_against) else self.name)
 
 		if frappe.db.get_single_value("Selling Settings", "sales_update_frequency") == "Each Transaction":
 			update_company_current_month_sales(self.company)
@@ -550,7 +562,7 @@ class SalesInvoice(SellingController):
 		self.check_if_consolidated_invoice()
 
 		super().before_cancel()
-		self.update_time_sheet(None)
+		self.update_time_sheet(self.return_against if (self.is_return and self.return_against) else None)
 
 	def on_cancel(self):
 		check_if_return_invoice_linked_with_payment_entry(self)
@@ -735,8 +747,20 @@ class SalesInvoice(SellingController):
 		for data in timesheet.time_logs:
 			if (
 				(self.project and args.timesheet_detail == data.name)
-				or (not self.project and not data.sales_invoice)
-				or (not sales_invoice and data.sales_invoice == self.name)
+				or (not self.project and not data.sales_invoice and args.timesheet_detail == data.name)
+				or (
+					not sales_invoice
+					and data.sales_invoice == self.name
+					and args.timesheet_detail == data.name
+				)
+				or (
+					self.is_return
+					and self.return_against
+					and data.sales_invoice
+					and data.sales_invoice == self.return_against
+					and not sales_invoice
+					and args.timesheet_detail == data.name
+				)
 			):
 				data.sales_invoice = sales_invoice
 
@@ -776,11 +800,25 @@ class SalesInvoice(SellingController):
 			payment.account = get_bank_cash_account(payment.mode_of_payment, self.company).get("account")
 
 	def validate_time_sheets_are_submitted(self):
+		# Note: This validation is skipped for return invoices
+		# to allow returns to reference already-billed timesheet details
 		for data in self.timesheets:
+			# Handle invoice duplication
+			if data.time_sheet and data.timesheet_detail:
+				if sales_invoice := frappe.db.get_value(
+					"Timesheet Detail", data.timesheet_detail, "sales_invoice"
+				):
+					frappe.throw(
+						_("Row {0}: Sales Invoice {1} is already created for {2}").format(
+							data.idx, frappe.bold(sales_invoice), frappe.bold(data.time_sheet)
+						)
+					)
 			if data.time_sheet:
 				status = frappe.db.get_value("Timesheet", data.time_sheet, "status")
-				if status not in ["Submitted", "Payslip"]:
-					frappe.throw(_("Timesheet {0} is already completed or cancelled").format(data.time_sheet))
+				if status not in ["Submitted", "Payslip", "Partially Billed"]:
+					frappe.throw(
+						_("Timesheet {0} cannot be invoiced in its current state").format(data.time_sheet)
+					)
 
 	def set_pos_fields(self, for_validate=False):
 		"""Set retail related fields from POS Profiles"""
@@ -1112,7 +1150,12 @@ class SalesInvoice(SellingController):
 					timesheet.billing_amount = ts_doc.total_billable_amount
 
 	def update_timesheet_billing_for_project(self):
-		if not self.timesheets and self.project and self.is_auto_fetch_timesheet_enabled():
+		if (
+			not self.is_return
+			and not self.timesheets
+			and self.project
+			and self.is_auto_fetch_timesheet_enabled()
+		):
 			self.add_timesheet_data()
 		else:
 			self.calculate_billing_amount_for_timesheet()

erpnext/accounts/doctype/sales_invoice_timesheet/sales_invoice_timesheet.json

@@ -52,7 +52,6 @@
    "fieldtype": "Data",
    "hidden": 1,
    "label": "Timesheet Detail",
-   "no_copy": 1,
    "print_hide": 1,
    "read_only": 1
   },
@@ -117,7 +116,7 @@
  ],
  "istable": 1,
  "links": [],
- "modified": "2021-10-02 03:48:44.979777",
+ "modified": "2026-04-06 22:30:28.513139",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Sales Invoice Timesheet",

erpnext/projects/doctype/timesheet/test_timesheet.py

@@ -8,6 +8,7 @@ import frappe
 from frappe.tests.utils import change_settings
 from frappe.utils import add_to_date, now_datetime, nowdate
 
+from erpnext.accounts.doctype.sales_invoice.sales_invoice import make_sales_return
 from erpnext.accounts.doctype.sales_invoice.test_sales_invoice import create_sales_invoice
 from erpnext.projects.doctype.timesheet.timesheet import OverlapError, make_sales_invoice
 from erpnext.setup.doctype.employee.test_employee import make_employee
@@ -202,6 +203,58 @@ class TestTimesheet(unittest.TestCase):
 		ts.calculate_percentage_billed()
 		self.assertEqual(ts.per_billed, 100)
 
+	def test_partial_billing_and_return(self):
+		"""
+		Test Timesheet status transitions during partial billing, full billing,
+		sales return, and return cancellation.
+		Scenario:
+		1. Create a Timesheet with two billable time logs.
+		2. Create a Sales Invoice billing only one time log → Timesheet becomes Partially Billed.
+		3. Create another Sales Invoice billing the remaining time log → Timesheet becomes Billed.
+		4. Create a Sales Return against the second invoice → Timesheet reverts to Partially Billed.
+		5. Cancel the Sales Return → Timesheet returns to Billed status.
+		This test ensures Timesheet status is recalculated correctly
+		across billing and return lifecycle events.
+		"""
+		emp = make_employee("test_employee_6@salary.com")
+
+		timesheet = make_timesheet(emp, simulate=True, is_billable=1, do_not_submit=True)
+		timesheet_detail = timesheet.append("time_logs", {})
+		timesheet_detail.is_billable = 1
+		timesheet_detail.activity_type = "_Test Activity Type"
+		timesheet_detail.from_time = timesheet.time_logs[0].to_time + datetime.timedelta(minutes=1)
+		timesheet_detail.hours = 2
+		timesheet_detail.to_time = timesheet_detail.from_time + datetime.timedelta(
+			hours=timesheet_detail.hours
+		)
+		timesheet.save().submit()
+
+		sales_invoice = make_sales_invoice(timesheet.name, "_Test Item", "_Test Customer", currency="INR")
+		sales_invoice.due_date = nowdate()
+		sales_invoice.timesheets.pop()
+		sales_invoice.submit()
+
+		timesheet_status = frappe.get_value("Timesheet", timesheet.name, "status")
+		self.assertEqual(timesheet_status, "Partially Billed")
+
+		sales_invoice2 = make_sales_invoice(timesheet.name, "_Test Item", "_Test Customer", currency="INR")
+		sales_invoice2.due_date = nowdate()
+		sales_invoice2.submit()
+
+		timesheet_status = frappe.get_value("Timesheet", timesheet.name, "status")
+		self.assertEqual(timesheet_status, "Billed")
+
+		sales_return = make_sales_return(sales_invoice2.name).submit()
+		timesheet_status = frappe.get_value("Timesheet", timesheet.name, "status")
+		self.assertEqual(timesheet_status, "Partially Billed")
+
+		sales_return.load_from_db()
+		sales_return.cancel()
+
+		timesheet.load_from_db()
+		self.assertEqual(timesheet.time_logs[1].sales_invoice, sales_invoice2.name)
+		self.assertEqual(timesheet.status, "Billed")
+
 
 def make_timesheet(
 	employee,
@@ -211,6 +264,7 @@ def make_timesheet(
 	project=None,
 	task=None,
 	company=None,
+	do_not_submit=False,
 ):
 	update_activity_type(activity_type)
 	timesheet = frappe.new_doc("Timesheet")
@@ -237,7 +291,8 @@ def make_timesheet(
 		else:
 			timesheet.save(ignore_permissions=True)
 
-	timesheet.submit()
+	if not do_not_submit:
+		timesheet.submit()
 
 	return timesheet
 

erpnext/projects/doctype/timesheet/timesheet.json

@@ -91,7 +91,7 @@
    "in_standard_filter": 1,
    "label": "Status",
    "no_copy": 1,
-   "options": "Draft\nSubmitted\nBilled\nPayslip\nCompleted\nCancelled",
+  "options": "Draft\nSubmitted\nPartially Billed\nBilled\nPayslip\nCompleted\nCancelled",
    "print_hide": 1,
    "read_only": 1
   },
@@ -310,7 +310,7 @@
  "idx": 1,
  "is_submittable": 1,
  "links": [],
- "modified": "2023-04-20 15:59:11.107831",
+ "modified": "2026-04-06 22:30:28.513139",
  "modified_by": "Administrator",
  "module": "Projects",
  "name": "Timesheet",

erpnext/projects/doctype/timesheet/timesheet.py

@@ -50,7 +50,9 @@ class Timesheet(Document):
 		per_billed: DF.Percent
 		sales_invoice: DF.Link | None
 		start_date: DF.Date | None
-		status: DF.Literal["Draft", "Submitted", "Billed", "Payslip", "Completed", "Cancelled"]
+		status: DF.Literal[
+			"Draft", "Submitted", "Partially Billed", "Billed", "Payslip", "Completed", "Cancelled"
+		]
 		time_logs: DF.Table[TimesheetDetail]
 		title: DF.Data | None
 		total_billable_amount: DF.Currency
@@ -126,6 +128,9 @@ class Timesheet(Document):
 		if flt(self.per_billed, self.precision("per_billed")) >= 100.0:
 			self.status = "Billed"
 
+		if 0.0 < flt(self.per_billed, self.precision("per_billed")) < 100.0:
+			self.status = "Partially Billed"
+
 		if self.sales_invoice:
 			self.status = "Completed"
 
@@ -423,7 +428,9 @@ def get_timesheet_data(name, project):
 
 
 @frappe.whitelist()
-def make_sales_invoice(source_name, item_code=None, customer=None, currency=None):
+def make_sales_invoice(
+	source_name: str, item_code: str | None = None, customer: str | None = None, currency: str | None = None
+):
 	target = frappe.new_doc("Sales Invoice")
 	timesheet = frappe.get_doc("Timesheet", source_name)
 
@@ -452,7 +459,7 @@ def make_sales_invoice(source_name, item_code=None, customer=None, currency=None
 		target.append("items", {"item_code": item_code, "qty": hours, "rate": billing_rate})
 
 	for time_log in timesheet.time_logs:
-		if time_log.is_billable:
+		if time_log.is_billable and not time_log.sales_invoice:
 			target.append(
 				"timesheets",
 				{

erpnext/projects/doctype/timesheet/timesheet_list.js

@@ -1,6 +1,9 @@
 frappe.listview_settings["Timesheet"] = {
 	add_fields: ["status", "total_hours", "start_date", "end_date"],
 	get_indicator: function (doc) {
+		if (doc.status == "Partially Billed") {
+			return [__("Partially Billed"), "orange", "status,=," + "Partially Billed"];
+		}
 		if (doc.status == "Billed") {
 			return [__("Billed"), "green", "status,=," + "Billed"];
 		}