diff --git a/content/applications/services/helpdesk.rst b/content/applications/services/helpdesk.rst index 850158388..905bdfd7e 100644 --- a/content/applications/services/helpdesk.rst +++ b/content/applications/services/helpdesk.rst @@ -14,5 +14,4 @@ Helpdesk :titlesonly: helpdesk/overview - helpdesk/timesheet_and_invoice helpdesk/advanced diff --git a/content/applications/services/helpdesk/advanced.rst b/content/applications/services/helpdesk/advanced.rst index 5c7623379..19ba50385 100644 --- a/content/applications/services/helpdesk/advanced.rst +++ b/content/applications/services/helpdesk/advanced.rst @@ -9,3 +9,4 @@ Advanced advanced/after_sales advanced/close_tickets + advanced/track_and_bill diff --git a/content/applications/services/helpdesk/advanced/track_and_bill.rst b/content/applications/services/helpdesk/advanced/track_and_bill.rst new file mode 100644 index 000000000..839122a31 --- /dev/null +++ b/content/applications/services/helpdesk/advanced/track_and_bill.rst @@ -0,0 +1,266 @@ +=================== +Track and bill time +=================== + +*Helpdesk* provides teams with the ability to track the amount of hours spent working on a ticket, +and to bill a customer for that time. Through integrations with the *Sales*, *Timesheets*, +*Project*, and *Accounting* applications, customers can be charged once the work is completed, or +before it has even begun. + +.. warning:: + Since the *Track & Bill Time* features require integration with other applications, enabling them + may result in the installation of additional modules or applications. + + Installing a new application on a *One-App-Free* database triggers a 15-day trial. At the end of + the trial, if a paid subscription has not been added to the database, it will no longer be active + or accessible. + +Track and bill time features configuration +========================================== + +Before a customer can be invoiced for support services, the *Track & Bill Time* features **must** be +enabled on each *Helpdesk* team individually. + +Enable track and bill time on a team +------------------------------------ + +To view and enable the *Track & Bill Time* features on a *Helpdesk* team, first navigate to +:menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`. Then, select a team from the +list, or create a :doc:`new Helpdesk team <../overview/getting_started>`. This reveals a team's +settings page. + +On the team's settings page, click :guilabel:`Edit`, then scroll to the :guilabel:`Track & Bill +Time` section. Tick the boxes labeled :guilabel:`Timesheets` and :guilabel:`Time Billing`. + +Once the :guilabel:`Timesheets` box is checked, a new field appears, labeled :guilabel:`Project`. + +.. note:: + If this is the first time this feature has been enabled on this database, the page may need to be + manually saved and refreshed before the :guilabel:`Project` field appears. + +The project selected in this field represents where all the timesheets for this team's tickets are +recorded. Click into the :guilabel:`Project` drop-down menu to select a project. + +To create a new project where the timesheets are recorded, click into the :guilabel:`Project` +drop-down menu, type a name for the project, and then click :guilabel:`Create` from the drop-down +menu beneath. + +Click :guilabel:`Save` at the top-left of the page to save any changes. + +.. image:: track_and_bill/track-bill-enable-settings.png + :align: center + :alt: The settings page of a Helpdesk team with the track and bill time settings enabled. + +.. _helpdesk/configure-service-products: + +Configure service products +~~~~~~~~~~~~~~~~~~~~~~~~~~ + +When the :guilabel:`Time Billing` feature is enabled, a new product is created in the *Sales* app +called, *Service on Timesheet*. This product can be found under :menuselection:`Sales app--> +Products --> Products`. Then, search for `Service on Timesheet` in the :guilabel:`Search...` bar. +This is the product that is used when invoicing for *post-paid support services* **after** they have +been completed. + +Select :guilabel:`Service on Timesheet` from the :guilabel:`Products` page. This reveals the product +detail form. The product is configured with the :guilabel:`Product Type` set to :guilabel:`Service`, +and the :guilabel:`Invoicing Policy` set to :guilabel:`Based on Timesheets`. Click :guilabel:`Edit` +to make any necessary changes to the product record, such as the :guilabel:`Cost` or +:guilabel:`Sales Price`, then click :guilabel:`Save`. + +.. image:: track_and_bill/track-bill-product-based-on-timesheets.png + :align: center + :alt: The Service on Timesheet product with emphasis on the invoicing policy field. + +In order to invoice for support services *before* the work has been completed, also known as +*prepaid support services*, a separate product with a different invoicing policy must be created. + +To create a new service product, go to :menuselection:`Sales app --> Products --> Products`, and +click :guilabel:`Create`. This reveals a blank product detail form. + +On the new product form, add a :guilabel:`Product Name`. + +.. tip:: + Try to use a name that identifies the purpose of the product, for example, `Prepaid Services`. + This makes it easier when adding it to a sales order later. + +Set the :guilabel:`Product Type` to :guilabel:`Service`. Then, set the :guilabel:`Invoicing Policy` +to :guilabel:`Prepaid/Fixed Price`. This means an invoice can be generated and payment can be +received for this product, before any timesheet entries have been recorded for these services. + +.. image:: track_and_bill/track-bill-product-prepaid-fixed.png + :align: center + :alt: The Service on Timesheet product with emphasis on the invoicing policy field. + +Finally, set the :guilabel:`Sales Price`, and confirm that the :guilabel:`Unit of Measure` is set to +:guilabel:`Hours`. Then, click :guilabel:`Save` to save those configurations. + +Invoice prepaid support services +================================ + +When support services are billed on a fixed price, an invoice can be created before any work is +completed on the issue. In this case, a service product with the *Invoicing Policy* set to +*Prepaid/Fixed Price* would be used, just like the one created in the :ref:`Configure service +products ` section. + +Create prepaid product sales order +---------------------------------- + +To invoice a customer for prepaid support services, first create a sales order (SO) with the support +services product. To do this, go to :menuselection:`Sales app --> Orders --> Quotations`. Then, +click :guilabel:`Create` to reveal a blank quotation form. + +Then, fill out the quotation form with the customer information. + +Go to the :guilabel:`Order Lines` tab of the quotation, and click :guilabel:`Add a Product`. Then, +select the *prepaid services product* configured in the steps :ref:`above +`. Update the :guilabel:`Quantity` field with the number of +hours. + +After updating any other necessary information, :guilabel:`Confirm` the quotation. This converts the +quotation into a :abbr:`SO (sales order)`. + +Create/send invoice for prepaid services +---------------------------------------- + +Once the :abbr:`SO (sales order)` has been confirmed, click the :guilabel:`Create Invoice` button on +the sales order form. This opens a :guilabel:`Create invoices` pop-up window. + +If no down payment is collected, the :guilabel:`Create Invoice` type can remain as +:guilabel:`Regular invoice`. If a :doc:`down payment <../../../sales/sales/invoicing/down_payment>` +is collected, choose between either :guilabel:`Down payment (percentage)` or :guilabel:`Down payment +(fixed amount)`. + +When the necessary information has been entered, click :guilabel:`Create and View Invoice` or +:guilabel:`Create Invoice`. + +.. tip:: + Invoices are created in draft mode, so they can be reviewed and edited, if necessary. + +The invoice can then be :doc:`sent to the customer <../../../finance/accounting/customer_invoices>` +for payment. + +Create helpdesk ticket for prepaid services +------------------------------------------- + +To create a *Helpdesk* ticket for prepaid services, navigate to :menuselection:`Helpdesk app`, and +click the :guilabel:`Tickets` button on the desired team's card, to reveal that specific team's +pipeline. Click :guilabel:`Create` to create a new ticket. + +On the blank ticket form, enter a ticket :guilabel:`Title` and the :guilabel:`Customer` +information. + +When the customer name is added, the :guilabel:`Sales Order Item` field automatically populates with +the most recent prepaid sales order item that has time remaining. + +If a customer has more than one sales order item with remaining time, click the :guilabel:`Sales +Order Item` field, and select the correct item from the drop-down list. + +After entering all of the necessary information, click :guilabel:`Save`. + +Track hours on helpdesk ticket +------------------------------ + +Time spent working on a *Helpdesk* ticket is tracked on the *Timesheets* tab on the specific ticket. + +On the ticket detail form, click on the :guilabel:`Timesheets` tab, and click :guilabel:`Add a +line`. Choose an :guilabel:`Employee`, add a :guilabel:`Description` of the task, and enter the +number of :guilabel:`Hours Spent` working on the task. + +As new lines are added to :guilabel:`Timesheets` tab, the :guilabel:`Remaining Hours on SO` field, +at the bottom-right of the tab, is automatically updated. + +.. image:: track_and_bill/track-bill-remaining-hours-total.png + :align: center + :alt: The timesheets tab of a Helpdesk ticket keeping track of the number of hours remaining on a + sales order. + +.. note:: + If the number of hours on the :guilabel:`Timesheets` tab exceeds the number of hours sold, the + :guilabel:`Remaining Hours of SO` turns red. + +As hours are added to the :guilabel:`Timesheets` tab, they are automatically updated in the +:guilabel:`Delivered` field on the :abbr:`SO (sales order)`, as well. + +Invoice post-paid support services +================================== + +When support services are billed based on the amount of time spent on an issue, an invoice +**cannot** be created before the total number of hours required to solve the problem have been +entered on a timesheet. In this case, a service product with the *Invoicing Policy* set to *Based on +Timesheets* would be used, like the one created :ref:`above `. + +Create time-tracked product sales order +--------------------------------------- + +To invoice a customer for post-paid support services, first create a sales order (SO) with the +:guilabel:`Service on Timesheet` product. To do this, go to :menuselection:`Sales app --> Orders +--> Quotations`. Then, click :guilabel:`Create` to reveal a blank quotation form. + +Fill out the quotation with the customer information. + +On the :guilabel:`Order Lines` tab, click :guilabel:`Add a Product`. Select the :guilabel:`Service +on Timesheet` product configured :ref:`above `. After updating +any other necessary information, :guilabel:`Confirm` the quotation. + +.. important:: + Unlike with the prepaid service quotations, Odoo does **not** allow an invoice to be created at + this time. That is because no services have been performed; in other words, nothing has been + delivered, therefore, there is nothing to invoice. + +Create a helpdesk ticket for time-tracked services +-------------------------------------------------- + +To record a *Timesheet* entry for time-tracked services, go to the :menuselection:`Helpdesk app`, +and select the appropriate team for which these services apply. + +If there is already an existing ticket for this issue, select it from the Kanban view to open it. If +there is no existing ticket for this customer issue, click :guilabel:`Create` to create a new +ticket, and enter the necessary customer information on the blank ticket detail form. + +After selecting or creating a ticket, go to the :guilabel:`Sales Order Item` drop-down menu. Select +the :abbr:`SO (sales order)` created in the previous step. + +Track support hours on a ticket +------------------------------- + +In order to create an invoice for a product based on timesheets, hours need to be tracked and +recorded. At this point, the service is considered *delivered*. To record hours for this support +service, click on the :guilabel:`Timesheets` tab of the ticket. + +Click :guilabel:`Add a Line` to record a new entry. Select an :guilabel:`Employee` from the +drop-down menu, and record the time spent in the :guilabel:`Hours Spent` column. + +Repeat these steps, as needed, until all time spent on the issues has been recorded. Then, click +:guilabel:`Save`. + +Create invoice for hours tracked on a ticket +-------------------------------------------- + +After the customer's issue has been solved, and it is determined no new timesheet entries need to be +made, an invoice can be created, and the customer can be billed. + +To do this, return to the :abbr:`SO (sales order)` by clicking on the :guilabel:`Sales Order` smart +button at the top of the ticket. + +Before creating the invoice, confirm that the number in the :guilabel:`Delivered` column matches the +total number of :guilabel:`Hours Spent` listed in the :guilabel:`Timesheets` tab on the ticket. + +Then, click :guilabel:`Create Invoice`. This opens a :guilabel:`Create invoices` pop-up window. + +If no down payment is collected, the :guilabel:`Create Invoice` type can remain as +:guilabel:`Regular invoice`. If a down payment is collected, choose between either :guilabel:`Down +payment (percentage)` or :guilabel:`Down payment (fixed amount)`. + +.. important:: + Use the :guilabel:`Timesheets Period` field if this invoice should **only** include timesheets + from a certain time period. If this field is left blank, **all** applicable timesheets that have + not yet been invoiced will be included. + +When the necessary information has been entered, click :guilabel:`Create and View Invoice` or +:guilabel:`Create Invoice`. The invoice can then be :doc:`sent to the customer +<../../../finance/accounting/customer_invoices>` for payment. + +.. seealso:: + - :doc:`../../../inventory_and_mrp/inventory/management/products/uom` + - :doc:`../../../sales/sales/invoicing/down_payment` diff --git a/content/applications/services/helpdesk/advanced/track_and_bill/track-bill-enable-settings.png b/content/applications/services/helpdesk/advanced/track_and_bill/track-bill-enable-settings.png new file mode 100644 index 000000000..f7dd251e0 Binary files /dev/null and b/content/applications/services/helpdesk/advanced/track_and_bill/track-bill-enable-settings.png differ diff --git a/content/applications/services/helpdesk/advanced/track_and_bill/track-bill-product-based-on-timesheets.png b/content/applications/services/helpdesk/advanced/track_and_bill/track-bill-product-based-on-timesheets.png new file mode 100644 index 000000000..5e0bc6e6b Binary files /dev/null and b/content/applications/services/helpdesk/advanced/track_and_bill/track-bill-product-based-on-timesheets.png differ diff --git a/content/applications/services/helpdesk/advanced/track_and_bill/track-bill-product-prepaid-fixed.png b/content/applications/services/helpdesk/advanced/track_and_bill/track-bill-product-prepaid-fixed.png new file mode 100644 index 000000000..c715625aa Binary files /dev/null and b/content/applications/services/helpdesk/advanced/track_and_bill/track-bill-product-prepaid-fixed.png differ diff --git a/content/applications/services/helpdesk/advanced/track_and_bill/track-bill-remaining-hours-total.png b/content/applications/services/helpdesk/advanced/track_and_bill/track-bill-remaining-hours-total.png new file mode 100644 index 000000000..8fac870ad Binary files /dev/null and b/content/applications/services/helpdesk/advanced/track_and_bill/track-bill-remaining-hours-total.png differ diff --git a/content/applications/services/helpdesk/timesheet_and_invoice.rst b/content/applications/services/helpdesk/timesheet_and_invoice.rst deleted file mode 100644 index b68dc283f..000000000 --- a/content/applications/services/helpdesk/timesheet_and_invoice.rst +++ /dev/null @@ -1,11 +0,0 @@ -:nosearch: - -===================== -Timesheet and Invoice -===================== - -.. toctree:: - :titlesonly: - - timesheet_and_invoice/invoice_time - timesheet_and_invoice/reinvoice_from_project diff --git a/content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst b/content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst deleted file mode 100644 index 6747ff2aa..000000000 --- a/content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst +++ /dev/null @@ -1,112 +0,0 @@ -======================================================== -Invoice Time Spent on Tickets (Prepaid Support Services) -======================================================== - -Have the option to work with prepaid support services, meaning that a sales order and a -corresponding invoice are issued and, once the service is done, you can deduct the time spent. Odoo -allows it to happen because the applications are fully integrated, resulting in faster responses -to your customer needs. - -Set up -====== - -Step 1: Set up a helpdesk team ------------------------------- - -| 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. - -.. image:: invoice_time/sell_track_hours.png - :align: center - :alt: View of a helpdesk team settings page emphasizing the timesheet on ticket and time - reinvoicing features in Odoo Helpdesk - -Step 2: Set up a service ------------------------- - -| 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*. - -.. image:: invoice_time/product_type_unit.png - :align: center - :alt: View of a product's form emphasizing the product type and unit of measure fields in Odoo - Sales - -Now, select the invoicing management you would like to have under the *Sales* tab. We recommend the -following configuration: - -.. image:: invoice_time/product_invoicing.png - :align: center - :alt: View of a product form and the invoicing options under the tab sales in Odoo Sales - -This configuration ensures that the customer is invoiced by the number of hours predicted in the -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, -automating the process. - -.. tip:: - We recommend setting up a specific project, as it was done for this flow example. The important - 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. - -Prevision an invoice and record time -==================================== - -Step 1: Place an order ----------------------- - -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:: invoice_time/sales_order_new.png - :align: center - :alt: View of a sales order emphasizing the order lines in Odoo Sales - -Step 2: Invoice the customer ----------------------------- - -In *Sales*, select the respective sales order to *Create Invoice*. - -.. image:: invoice_time/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:: invoice_time/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:: invoice_time/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:: invoice_time/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:`/applications/inventory_and_mrp/inventory/management/products/uom` diff --git a/content/applications/services/helpdesk/timesheet_and_invoice/invoice_time/create_invoice.png b/content/applications/services/helpdesk/timesheet_and_invoice/invoice_time/create_invoice.png deleted file mode 100644 index f9a6728c7..000000000 Binary files a/content/applications/services/helpdesk/timesheet_and_invoice/invoice_time/create_invoice.png and /dev/null differ diff --git a/content/applications/services/helpdesk/timesheet_and_invoice/invoice_time/helpdesk_task.png b/content/applications/services/helpdesk/timesheet_and_invoice/invoice_time/helpdesk_task.png deleted file mode 100644 index 9a65f54fa..000000000 Binary files a/content/applications/services/helpdesk/timesheet_and_invoice/invoice_time/helpdesk_task.png and /dev/null differ diff --git a/content/applications/services/helpdesk/timesheet_and_invoice/invoice_time/helpdesk_timesheet.png b/content/applications/services/helpdesk/timesheet_and_invoice/invoice_time/helpdesk_timesheet.png deleted file mode 100644 index 6a3442b58..000000000 Binary files a/content/applications/services/helpdesk/timesheet_and_invoice/invoice_time/helpdesk_timesheet.png and /dev/null differ diff --git a/content/applications/services/helpdesk/timesheet_and_invoice/invoice_time/product_invoicing.png b/content/applications/services/helpdesk/timesheet_and_invoice/invoice_time/product_invoicing.png deleted file mode 100644 index 9e7380716..000000000 Binary files a/content/applications/services/helpdesk/timesheet_and_invoice/invoice_time/product_invoicing.png and /dev/null differ diff --git a/content/applications/services/helpdesk/timesheet_and_invoice/invoice_time/product_type_unit.png b/content/applications/services/helpdesk/timesheet_and_invoice/invoice_time/product_type_unit.png deleted file mode 100644 index e7c605985..000000000 Binary files a/content/applications/services/helpdesk/timesheet_and_invoice/invoice_time/product_type_unit.png and /dev/null differ diff --git a/content/applications/services/helpdesk/timesheet_and_invoice/invoice_time/quotation_delivered.png b/content/applications/services/helpdesk/timesheet_and_invoice/invoice_time/quotation_delivered.png deleted file mode 100644 index c547e037e..000000000 Binary files a/content/applications/services/helpdesk/timesheet_and_invoice/invoice_time/quotation_delivered.png and /dev/null differ diff --git a/content/applications/services/helpdesk/timesheet_and_invoice/invoice_time/sales_order_new.png b/content/applications/services/helpdesk/timesheet_and_invoice/invoice_time/sales_order_new.png deleted file mode 100644 index bb5008665..000000000 Binary files a/content/applications/services/helpdesk/timesheet_and_invoice/invoice_time/sales_order_new.png and /dev/null differ diff --git a/content/applications/services/helpdesk/timesheet_and_invoice/invoice_time/sell_track_hours.png b/content/applications/services/helpdesk/timesheet_and_invoice/invoice_time/sell_track_hours.png deleted file mode 100644 index 24cca0bad..000000000 Binary files a/content/applications/services/helpdesk/timesheet_and_invoice/invoice_time/sell_track_hours.png and /dev/null differ 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 deleted file mode 100644 index 8ca7cdec6..000000000 --- a/content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst +++ /dev/null @@ -1,104 +0,0 @@ -========================================================= -Invoice Time Spent on Tickets (Postpaid Support Services) -========================================================= - -The :guilabel:`Timesheets` integration provides more control and transparency over how clients are -charged, and what they're specifically billed for. - -In Odoo, the Helpdesk agent can use the ticket to record timesheets. Once a ticket is solved, the -client can be billed for the time spent on the ticket. Odoo will pull from the ticket's timesheet -to accurately bill the client. - -Configuration -============= - -To turn on the :guilabel:`Timesheets` feature, go to :menuselection:`Helpdesk --> Configuration ---> Helpdesk Teams`, select a Helpdesk team, and then, click :guilabel:`Edit`. Next, enable the -options :guilabel:`Timesheets` and :guilabel:`Time Billing`. Then, click :guilabel:`Save` to apply -these changes to the Helpdesk team settings. - -Once the :guilabel:`Timesheets` feature is enabled, a :guilabel:`Project` drop-down option will -appear below :guilabel:`Timesheets`. The :guilabel:`Project` drop-down option will automatically -be set to a project that Odoo created for the Helpdesk team. The tickets' timesheets -will be stored in the selected project. - -Create a sales order -==================== - -After a ticket comes into the pipeline, go to :menuselection:`Sales --> Create`. Then, add the -customer from the ticket to the :guilabel:`Customer` field in the new quotation. In the -:guilabel:`Order Lines` tab, create or select a product to charge the customer for the time spent -on their Helpdesk ticket. - -If creating a new product from the sales order form, first give the product a name by typing it in -the :guilabel:`Product` column. Then, click :guilabel:`Create and edit`. - -First, in the :guilabel:`General Information` tab, set the :guilabel:`Product Type` to -:guilabel:`Service` and the :guilabel:`Sales Price` to the Helpdesk agent's service rate. Then, set -the :guilabel:`Invoicing Policy` to :guilabel:`Based on Timesheets`. Finally, click -:guilabel:`Save` to create the new product and add it to the quotation. - -Once the product is added, click :guilabel:`Confirm` to turn the quotation into a sales order. - -.. image:: reinvoice_from_project/create-sales-order.png - :align: center - :alt: Create a sales order and add a product. - -Record a timesheet -================== - -To record a timesheet, jump back to the Helpdesk ticket by going to the :guilabel:`Helpdesk` -dashboard, clicking :guilabel:`Tickets` on the team's card, and locating the correct ticket. 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 - :alt: Record time spent on a ticket. - -.. tip:: - The ticket's timesheets can be recorded before or after the sales order is made, the order - doesn't matter. - -Link the Helpdesk ticket to the SO -================================== - -To link the :guilabel:`Sales Order` to the ticket, start on the ticket form and click -:guilabel:`Edit`. Next, select the :guilabel:`Sales Order` that was created earlier from the -:guilabel:`Sales Order Item` drop-down menu. Odoo will automatically filter the options to only -show sales orders that are connected to the ticket's customer. Lastly, click :guilabel:`Save` to -connect the ticket and the :guilabel:`Sales Order Item`. - -.. image:: reinvoice_from_project/link-soi-to-ticket.png - :align: center - :alt: Link the SO item to the ticket. - -.. tip:: - The :guilabel:`Sales Order Item` can be connected to the ticket before or after any timesheets - are recorded, the order doesn't matter. - -Modify billing rates -==================== - -If a timesheet entry is recorded, but the agent does not want to bill the client for that time, go -to the :guilabel:`Timesheets` tab and toggle on the visibility of the :guilabel:`Sales Order Item` -column. When filling out the information for the timesheet entry, make sure to leave the -non-billable timesheet entry's :guilabel:`Sales Order Item` field blank. - -If the agent wants to charge a different rate for a timesheet entry, first, add a new product to -the connected :abbr:`SO (Sales Order)` priced at the new rate. Then, select the new product in the -timesheet entry's :guilabel:`Sales Order Item` field. - -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 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/create-sales-order.png b/content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project/create-sales-order.png deleted file mode 100644 index b95a69641..000000000 Binary files a/content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project/create-sales-order.png and /dev/null differ diff --git a/content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project/link-soi-to-ticket.png b/content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project/link-soi-to-ticket.png deleted file mode 100644 index 234f3a4f2..000000000 Binary files a/content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project/link-soi-to-ticket.png and /dev/null 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 deleted file mode 100644 index 143c38eaa..000000000 Binary files a/content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project/record-timesheet-ticket.png and /dev/null differ diff --git a/redirects/15.0.txt b/redirects/15.0.txt index aecbab122..ddda5bf52 100644 --- a/redirects/15.0.txt +++ b/redirects/15.0.txt @@ -180,6 +180,8 @@ applications/sales/point_of_sale/payment/worldline.rst applications/sales/point_ # applications/services applications/services/fsm/default_warehouse.rst applications/services/field_service/default_warehouse.rst # fsm/* -> field_service/* +applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst applications/services/helpdesk/advanced/track_and_bill.rst +applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst applications/services/helpdesk/advanced/track_and_bill.rst # applications/websites