diff --git a/content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst b/content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst index 1d2e9be8a..386965534 100644 --- a/content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst +++ b/content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst @@ -2,35 +2,82 @@ Invoice Time Spent on Tickets (Postpaid Support Services) ========================================================= -Directly pull the billable time you have tracked on your helpdesk tickets into sales orders and -invoices through a project task. It gives you more control over what you charge your client, and it -is more efficient. +The :guilabel:`Timesheet on Ticket` integration provides more control and transparency over how +clients are charged, and what they're specifically billed for. + +In Odoo, Project managers can connect Helpdesk tickets to Project tasks. As the Helpdesk agent +works on the ticket, they can use the ticket itself or the Project task to record timesheets. + +Thanks to the :guilabel:`Timesheet on Ticket` integration, timesheets will always be consistent and +up-to-date on both records. Once a ticket is solved, the client can be billed for the time spent on +the ticket. Odoo will pull from either the task or the ticket timesheet to accurately bill the +client. Configuration ============= -| Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk team --> Edit` and enable the options - *Timesheet on Ticket* and *Time Reinvoicing*. -| Under *Timesheet on Ticket*, choose the *Project* to which tickets (and timesheets) will be - linked by default. Open its *External link* to enable the feature *Bill from tasks*. +To turn on the :guilabel:`Timesheet on Ticket` feature, go to :menuselection:`Helpdesk --> +Configuration --> Helpdesk Teams`, select a Helpdesk team, and then, click :guilabel:`Edit`. Next, +enable the options :guilabel:`Timesheet on Ticket` and :guilabel:`Time Reinvoicing`. -.. image:: reinvoice_from_project/reinvoice_time1.png +In the :guilabel:`Timesheet on Ticket` drop-down option, choose the Project to which tickets (and +timesheets) will be linked by default. Then, open the Project's external link to edit its settings +and enable the :guilabel:`Billable` option. Finally, save both the Project and the Helpdesk team's +settings to apply these features. + +.. image:: reinvoice_from_project/project-billable.png :align: center - :alt: Bill from Tasks in Odoo Helpdesk + :alt: Billable feature in Project settings. -Create a sales order and an invoice -==================================== +Create a sales order +==================== -Now, once you have recorded the time you spent on the helpdesk ticket, under the *Timesheets* tab, -access the task clicking on its name. +After a ticket comes into the pipeline, go to :menuselection:`Sales --> Create`. Then, add the +customer from the ticket to the new quotation. In the :guilabel:`Order Lines` tab, add the +:guilabel:`Service on Timesheet` product. Finally, click :guilabel:`Confirm` to turn the quotation +into a sales order. -.. image:: reinvoice_from_project/reinvoice_time2.png +.. tip:: + Remember the sales order name for later to link the Helpdesk ticket to the correct sales order. + +.. image:: reinvoice_from_project/service-on-timesheet.png :align: center - :alt: Sales Order from a task in Odoo Helpdesk + :alt: Add Service on Timesheet product to the SO. -*Create Sales Order* and proceed to create the invoice. +Record a timesheet +================== -.. image:: reinvoice_from_project/reinvoice_time3.png +To record a timesheet, jump back to the Helpdesk ticket by going to the Helpdesk dashboard and +clicking :guilabel:`Tickets` on the team's card (or by going to the Projects dashboard and clicking +:guilabel:`Tickets` on the project card). Then, click :guilabel:`Edit` and use the +:guilabel:`Timesheets` tab to record the time spent on the ticket. + +.. image:: reinvoice_from_project/record-timesheet-ticket.png :align: center - :height: 300 - :alt: Sales Order from a task in Odoo Helpdesk + :alt: Record time spent on a ticket. + +Link the Helpdesk ticket to the SO +================================== + +To link the :abbr:`SO (Sales Order)` to the ticket, start on the ticket form, click +:guilabel:`Edit`, and then, click the :guilabel:`Sales Order Item` field. Next, select the +:abbr:`SO (Sales Order)` that was created earlier from the drop-down menu. Lastly, click +:guilabel:`Save` to connect the ticket and the :abbr:`SO (Sales Order)`. + +.. image:: reinvoice_from_project/link-so-ticket.png + :align: center + :alt: Link the SO item to the ticket. + +Create the invoice +================== + +When the Helpdesk ticket is completed and the client is ready to be billed for time, begin by +clicking the :guilabel:`Sales Order` smart button on the ticket form to navigate to the :abbr:`SO +(Sales Order)`. The :guilabel:`Delivered` column should match the number of hours recorded on the +ticket's timesheet. After checking and filling out the relevant information, click :guilabel:`Create +Invoice` to bill the client for the time spent on the ticket. Odoo will automatically generate an +invoice to send to the client and the Helpdesk ticket can officially be closed. + +.. seealso:: + - :doc:`invoice_time` + - :doc:`/applications/inventory_and_mrp/inventory/management/products/uom` diff --git a/content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project/link-so-ticket.png b/content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project/link-so-ticket.png new file mode 100644 index 000000000..8c9a9fbcd Binary files /dev/null and b/content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project/link-so-ticket.png differ diff --git a/content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project/project-billable.png b/content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project/project-billable.png new file mode 100644 index 000000000..ab5e9f87d Binary files /dev/null and b/content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project/project-billable.png differ diff --git a/content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project/record-timesheet-ticket.png b/content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project/record-timesheet-ticket.png new file mode 100644 index 000000000..30231a65f Binary files /dev/null and b/content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project/record-timesheet-ticket.png differ diff --git a/content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project/reinvoice_time1.png b/content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project/reinvoice_time1.png deleted file mode 100644 index 1303fa484..000000000 Binary files a/content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project/reinvoice_time1.png and /dev/null differ diff --git a/content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project/reinvoice_time2.png b/content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project/reinvoice_time2.png deleted file mode 100644 index dd9b54bf2..000000000 Binary files a/content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project/reinvoice_time2.png and /dev/null differ diff --git a/content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project/reinvoice_time3.png b/content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project/reinvoice_time3.png deleted file mode 100644 index 27041c1ce..000000000 Binary files a/content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project/reinvoice_time3.png and /dev/null differ diff --git a/content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project/service-on-timesheet.png b/content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project/service-on-timesheet.png new file mode 100644 index 000000000..2dfff3e4f Binary files /dev/null and b/content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project/service-on-timesheet.png differ