[IMP] helpdesk: update flow and images for reinvoicing time

closes odoo/documentation#2097

X-original-commit: 00ec789d96
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
This commit is contained in:
Michelle Vu (mivu) 2022-04-29 00:53:38 +00:00
parent 3da237343f
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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`

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