[ADD] helpdesk: document ticket closing and time reinvoicing (#489)
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helpdesk/getting_started
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helpdesk/invoice_time
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helpdesk/after_sales
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helpdesk/close_tickets
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helpdesk/reinvoice_from_project
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44
helpdesk/close_tickets.rst
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=======================================
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Allow customers to close their tickets
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=======================================
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Allowing customers to close their tickets gives them autonomy and minimize misunderstandings about when an issue is considered solved, or not. It makes communication and actions more efficient.
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Configure the feature
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======================
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To configure the feauture go to *Helpdesk > Settings > Helpdesk Teams > Edit* and enable *Ticket closing*.
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.. image:: media/closetickets1.png
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:align: center
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:alt: Ticket closing in Odoo Helpdesk
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In order to designate to which stage the ticket will migrate to once it is closed, go to *Overview > Tickets*.
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.. image:: media/closetickets2.png
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:align: center
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:alt: Ticket closing in Odoo Helpdesk
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You can either create a new kanban stage or work with an existing one. For both scenarios, go to *Settings > Edit Stage* and enable *Closing Stage*.
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.. image:: media/closetickets3.png
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:align: center
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:alt: Ticket closing in Odoo Helpdesk
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If a closing stage is not specified, by default, the ticket will be transferred to the last stage; contrarily, if you have more than one stage set as closing, the ticket will be put in the first one.
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The Costumer Portal
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====================
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Now, once the user logs in to his Portal, the option *Close this ticket* is available.
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.. image:: media/closetickets4.png
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:align: center
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:alt: Ticket closing in Odoo Helpdesk
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Get reports on tickets closed by costumers
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===========================================
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To do an analysis of the tickets that have been closed by costumers go to *Reporting > Tickets > Filters > Add Custom filter > Closed by partner > Applied*.
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.. image:: media/closetickets5.png
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:align: center
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:alt: Reports on Ticket closing in Odoo Helpdesk
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helpdesk/media/closetickets1.png
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helpdesk/media/closetickets2.png
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helpdesk/media/closetickets3.png
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helpdesk/media/closetickets4.png
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helpdesk/media/closetickets5.png
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helpdesk/media/reinvoice_time1.png
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helpdesk/media/reinvoice_time2.png
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helpdesk/media/reinvoice_time3.png
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29
helpdesk/reinvoice_from_project.rst
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================================================================
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Turn helpdesk hours into invoices directly from a project task
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================================================================
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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.
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Configuration
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==============
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Go to *Helpdesk > Configuration > Helpdesk team > Edit* and enable the options *Timesheet on Ticket* and *Time Reinvoicing*.
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Under *Timesheet on Ticket*, choose the *Project* to which the tickets (and timesheets) will be linked by default. Open its *External link* to enable the feature *Bill from tasks*.
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.. image:: media/reinvoice_time1.png
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:align: center
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:alt: Bill from Tasks in Odoo Helpdesk
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Create a sales order and an invoice
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====================================
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Now, once you added the time you spent on the helpdesk ticket, under the *Timesheets* tab, access the task clicking on its name.
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.. image:: media/reinvoice_time2.png
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:align: center
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:alt: Sales Order from a task in Odoo Helpdesk
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*Create Sales Order* and proceed to create the invoice.
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.. image:: media/reinvoice_time3.png
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:align: center
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:alt: Sales Order from a task in Odoo Helpdesk
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