[IMP] helpdesk: update flow and images for reinvoicing time
closes odoo/documentation#1901 Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
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Invoice Time Spent on Tickets (Postpaid Support Services)
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=========================================================
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Directly pull the billable time you have tracked on your helpdesk tickets into sales orders and
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invoices through a project task. It gives you more control over what you charge your client, and it
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is more efficient.
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The :guilabel:`Timesheet on Ticket` integration provides more control and transparency over how
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clients are charged, and what they're specifically billed for.
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In Odoo, Project managers can connect Helpdesk tickets to Project tasks. As the Helpdesk agent
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works on the ticket, they can use the ticket itself or the Project task to record timesheets.
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Thanks to the :guilabel:`Timesheet on Ticket` integration, timesheets will always be consistent and
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up-to-date on both records. Once a ticket is solved, the client can be billed for the time spent on
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the ticket. Odoo will pull from either the task or the ticket timesheet to accurately bill the
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client.
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Configuration
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=============
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| Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk team --> Edit` and enable the options
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*Timesheet on Ticket* and *Time Reinvoicing*.
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| Under *Timesheet on Ticket*, choose the *Project* to which tickets (and timesheets) will be
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linked by default. Open its *External link* to enable the feature *Bill from tasks*.
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To turn on the :guilabel:`Timesheet on Ticket` feature, go to :menuselection:`Helpdesk -->
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Configuration --> Helpdesk Teams`, select a Helpdesk team, and then, click :guilabel:`Edit`. Next,
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enable the options :guilabel:`Timesheet on Ticket` and :guilabel:`Time Reinvoicing`.
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.. image:: reinvoice_from_project/reinvoice_time1.png
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In the :guilabel:`Timesheet on Ticket` drop-down option, choose the Project to which tickets (and
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timesheets) will be linked by default. Then, open the Project's external link to edit its settings
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and enable the :guilabel:`Billable` option. Finally, save both the Project and the Helpdesk team's
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settings to apply these features.
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.. image:: reinvoice_from_project/project-billable.png
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:align: center
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:alt: Bill from Tasks in Odoo Helpdesk
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:alt: Billable feature in Project settings.
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Create a sales order and an invoice
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====================================
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Create a sales order
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====================
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Now, once you have recorded the time you spent on the helpdesk ticket, under the *Timesheets* tab,
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access the task clicking on its name.
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After a ticket comes into the pipeline, go to :menuselection:`Sales --> Create`. Then, add the
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customer from the ticket to the new quotation. In the :guilabel:`Order Lines` tab, add the
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:guilabel:`Service on Timesheet` product. Finally, click :guilabel:`Confirm` to turn the quotation
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into a sales order.
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.. image:: reinvoice_from_project/reinvoice_time2.png
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.. tip::
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Remember the sales order name for later to link the Helpdesk ticket to the correct sales order.
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.. image:: reinvoice_from_project/service-on-timesheet.png
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:align: center
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:alt: Sales Order from a task in Odoo Helpdesk
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:alt: Add Service on Timesheet product to the SO.
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*Create Sales Order* and proceed to create the invoice.
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Record a timesheet
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==================
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.. image:: reinvoice_from_project/reinvoice_time3.png
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To record a timesheet, jump back to the Helpdesk ticket by going to the Helpdesk dashboard and
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clicking :guilabel:`Tickets` on the team's card (or by going to the Projects dashboard and clicking
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:guilabel:`Tickets` on the project card). Then, click :guilabel:`Edit` and use the
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:guilabel:`Timesheets` tab to record the time spent on the ticket.
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.. image:: reinvoice_from_project/record-timesheet-ticket.png
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:align: center
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:height: 300
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:alt: Sales Order from a task in Odoo Helpdesk
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:alt: Record time spent on a ticket.
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Link the Helpdesk ticket to the SO
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==================================
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To link the :abbr:`SO (Sales Order)` to the ticket, start on the ticket form, click
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:guilabel:`Edit`, and then, click the :guilabel:`Sales Order Item` field. Next, select the
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:abbr:`SO (Sales Order)` that was created earlier from the drop-down menu. Lastly, click
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:guilabel:`Save` to connect the ticket and the :abbr:`SO (Sales Order)`.
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.. image:: reinvoice_from_project/link-so-ticket.png
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:align: center
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:alt: Link the SO item to the ticket.
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Create the invoice
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==================
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When the Helpdesk ticket is completed and the client is ready to be billed for time, begin by
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clicking the :guilabel:`Sales Order` smart button on the ticket form to navigate to the :abbr:`SO
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(Sales Order)`. The :guilabel:`Delivered` column should match the number of hours recorded on the
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ticket's timesheet. After checking and filling out the relevant information, click :guilabel:`Create
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Invoice` to bill the client for the time spent on the ticket. Odoo will automatically generate an
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invoice to send to the client and the Helpdesk ticket can officially be closed.
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.. seealso::
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- :doc:`invoice_time`
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- :doc:`/applications/inventory_and_mrp/inventory/management/products/uom`
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