[IMP] helpdesk: doc invoice_time.rst updated (#651)

helpdesk/timesheet_and_invoice/invoice_time.rst

@@ -1,126 +1,112 @@
-===================================
+========================================================
-Record and Invoice Time for Tickets
+Invoice Time Spent on Tickets (Prepaid Support Services)
-===================================
+========================================================
 
-You may have service contracts with your clients to provide them
+Have the option to work with prepaid support services, meaning that a sales order and a
-assistance in case of a problem. For this purpose, Odoo will help you
+corresponding invoice are issued and, once the service is done, you can deduct the time spent. Odoo
-record the time spent fixing the issue and most importantly, to invoice
+allows it to happen because the applications are fully integrated, resulting in faster responses
-it to your clients.
+to your customer needs.
 
-The modules needed
+Set up
-==================
+======
 
-In order to record and invoice time for tickets, the following modules
+Step 1: Set up a helpdesk team
-are needed : Helpdesk, Project, Timesheets, Sales. If you are missing
+------------------------------
-one of them, go to the Apps module, search for it and then click on
-*Install*.
 
-Get started to offer the helpdesk service
+| Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams`, create or edit an existing
-=========================================
+  team, and enable *Timesheet on Ticket* and *Time Reinvoicing*.
+| Select or create a project under *Timesheet on Ticket*. The selected/created is
+  the one at which employees timesheet on by default. However, it can be ultimately modified on
+  each ticket.
 
-Step 1 : start a helpdesk project
+.. image:: media/sell_track_hours.png
----------------------------------
-
-To start a dedicated project for the helpdesk service, first go to
-:menuselection:`Project --> Configuration --> Settings` and make sure
-that the *Timesheets* feature is activated.
-
-.. image:: media/invoice_time01.png
    :align: center
+   :alt: View of a helpdesk team settings page emphasizing the timesheet on ticket and time
+         reinvoicing features in Odoo Helpdesk
 
-Then, go to your dashboard, create the new project and allow timesheets
+Step 2: Set up a service
-for it.
+------------------------
 
-Step 2 : gather a helpdesk team
+| Go to :menuselection:`Sales --> Configuration --> Settings` and enable *Units of Measure* to
--------------------------------
+  optionally be able to choose *hours* (for example) as the unit of measure of your service.
+| Then, go to :menuselection:`Sales --> Products --> Products`, create or edit an existing one, and
+  set its *Product Type* as *Service*.
 
-To set a team in charge of the helpdesk, go to :menuselection:`Helpdesk
+.. image:: media/product_type_unit.png
---> Configuration --> Helpdesk Teams` and create a new team or select
-an existing one. On the form, tick the box in front of *Timesheet on
-Ticket* to activate the feature. Make sure to select the helpdesk
-project you have previously created as well.
-
-.. image:: media/invoice_time02.png
    :align: center
+   :alt: View of a product's form emphasizing the product type and unit of measure fields in Odoo
+         Sales
 
-Step 3 : launch the helpdesk service
+Now, select the invoicing management you would like to have under the *Sales* tab. We recommend the
-------------------------------------
+following configuration:
 
-Finally, to launch the new helpdesk service, first go to
+.. image:: media/product_invoicing.png
-:menuselection:`Sales --> Configuration --> Settings` and make sure
-that the *Units of Measure* feature is activated.
-
-.. image:: media/invoice_time03.png
    :align: center
+   :alt: View of a product form and the invoicing options under the tab sales in Odoo Sales
 
-Then, go to :menuselection:`Products --> Products` and create a new
+This configuration ensures that the customer is invoiced by the number of hours predicted in the
-one. Make sure that the product is set as a service.
+sales order, meaning that less or extra hours recorded are not taken into account. It also ensures
-
+that every time a sales order is confirmed, a new task is created under the right project,
-.. image:: media/invoice_time04.png
+automating the process.
-   :align: center
-
-.. note::
-   Here, we suggest that you set the *Unit of Measure* as
-   *Hour(s)*, but any unit will do.
-
-Finally, select the invoicing management you would like to have under
-the *Sales* tab of the product form. Here, we recommend the following
-configuration :
-
-.. image:: media/invoice_time05.png
-   :align: center
-
-Now, you are ready to start receiving tickets !
-
-Solve issues and record time spent
-==================================
-
-Step 1 : place an order
------------------------
-
-You are now in the Helpdesk module and you have just received a ticket
-from a client. To place a new order, go to :menuselection:`Sales -->
-Orders --> Orders` and create one for the help desk service product you
-have previously recorded. Set the number of hours needed to assist the
-client and confirm the sale.
-
-.. image:: media/invoice_time06.png
-   :align: center
-
-Step 2 : link the task to the ticket
-------------------------------------
-
-If you access the dedicated helpdesk project, you will notice that a new
-task has automatically been generated with the order. To link this task
-with the client ticket, go to the Helpdesk module, access the ticket in
-question and select the task on its form.
-
-.. image:: media/invoice_time07.png
-   :align: center
-
-Step 3 : record the time spent to help the client
--------------------------------------------------
-
-The job is done and the client's issue is sorted out. To record the
-hours performed for this task, go back to the ticket form and add them
-under the *Timesheets* tab.
-
-.. image:: media/invoice_time08.png
-   :align: center
 
 .. tip::
-   The hours recorded on the ticket will also automatically appear
+   We recommend setting up a specific project, as it was done for this flow example. The important
-   in the Timesheet module and on the dedicated task.
+   thing to remember is that the sales order item needs to be set on the corresponding project or
+   task, in order to reinvoice the time spent on a ticket.
 
-Step 4 : invoice the client
+Prevision an invoice and record time
----------------------------
+====================================
 
-To invoice the client, go back to the Sales module and select the order
+Step 1: Place an order
-that had been placed. Notice that the hours recorded on the ticket form
+----------------------
-now appear as the delivered quantity.
 
-.. image:: media/invoice_time09.png
+Go to :menuselection:`Sales --> Orders --> Orders` and create one for the helpdesk service product
+you have previously set up, with the customer who needs the ticket to be opened. Set the number of
+hours needed to assist the customer and *Confirm* the order.
+
+.. image:: media/sales_order_new.png
    :align: center
+   :alt: View of a sales order emphasizing the order lines in Odoo Sales
 
-All that is left to do, is to create the invoice from the order and then
+Step 2: Invoice the customer
-validate it. Now you just have to wait for the client's payment !
+----------------------------
+
+In *Sales*, select the respective sales order to *Create Invoice*.
+
+.. image:: media/create_invoice.png
+   :align: center
+   :height: 330
+   :alt: View of a sales order emphasizing the create invoice button in Odoo Sales
+
+Step 3: Link the task to the ticket
+-----------------------------------
+
+Now, in *Helpdesk*, create or edit the respective ticket and link it to the task created by the
+confirmation of the sales order.
+
+.. image:: media/helpdesk_task.png
+   :align: center
+   :alt: View of a helpdesk ticket emphasizing the field task in Odoo Helpdesk
+
+Step 4: Record the time spent
+-----------------------------
+
+Still on the respective helpdesk ticket, record the hours performed under the *Timesheets* tab.
+
+.. image:: media/helpdesk_timesheet.png
+   :align: center
+   :alt: View of a helpdesk ticket emphasizing the timesheets tab in Odoo Helpdesk
+
+Note that the hours recorded on the ticket form are shown on the *Delivered* column in the sales
+order.
+
+.. image:: media/quotation_delivered.png
+   :align: center
+   :alt: View of a sales order emphasizing the delivered column in Odoo Sales
+
+.. tip::
+   Hours recorded on the ticket are automatically shown in *Timesheets* and on the dedicated task.
+
+.. seealso::
+   - :doc:`reinvoice_from_project`
+   - :doc:`../../inventory/management/products/uom`