1d5e549b36
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========================================================
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Invoice Time Spent on Tickets (Prepaid Support Services)
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========================================================
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Have the option to work with prepaid support services, meaning that a sales order and a
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corresponding invoice are issued and, once the service is done, you can deduct the time spent. Odoo
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allows it to happen because the applications are fully integrated, resulting in faster responses
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to your customer needs.
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Set up
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======
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Step 1: Set up a helpdesk team
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------------------------------
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| Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams`, create or edit an existing
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team, and enable *Timesheet on Ticket* and *Time Reinvoicing*.
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| Select or create a project under *Timesheet on Ticket*. The selected/created is
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the one at which employees timesheet on by default. However, it can be ultimately modified on
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each ticket.
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.. image:: invoice_time/sell_track_hours.png
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:align: center
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:alt: View of a helpdesk team settings page emphasizing the timesheet on ticket and time
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reinvoicing features in Odoo Helpdesk
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Step 2: Set up a service
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------------------------
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| Go to :menuselection:`Sales --> Configuration --> Settings` and enable *Units of Measure* to
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optionally be able to choose *hours* (for example) as the unit of measure of your service.
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| Then, go to :menuselection:`Sales --> Products --> Products`, create or edit an existing one, and
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set its *Product Type* as *Service*.
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.. image:: invoice_time/product_type_unit.png
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:align: center
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:alt: View of a product's form emphasizing the product type and unit of measure fields in Odoo
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Sales
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Now, select the invoicing management you would like to have under the *Sales* tab. We recommend the
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following configuration:
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.. image:: invoice_time/product_invoicing.png
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:align: center
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:alt: View of a product form and the invoicing options under the tab sales in Odoo Sales
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This configuration ensures that the customer is invoiced by the number of hours predicted in the
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sales order, meaning that less or extra hours recorded are not taken into account. It also ensures
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that every time a sales order is confirmed, a new task is created under the right project,
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automating the process.
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.. tip::
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We recommend setting up a specific project, as it was done for this flow example. The important
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thing to remember is that the sales order item needs to be set on the corresponding project or
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task, in order to reinvoice the time spent on a ticket.
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Prevision an invoice and record time
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====================================
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Step 1: Place an order
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----------------------
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Go to :menuselection:`Sales --> Orders --> Orders` and create one for the helpdesk service product
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you have previously set up, with the customer who needs the ticket to be opened. Set the number of
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hours needed to assist the customer and *Confirm* the order.
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.. image:: invoice_time/sales_order_new.png
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:align: center
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:alt: View of a sales order emphasizing the order lines in Odoo Sales
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Step 2: Invoice the customer
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----------------------------
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In *Sales*, select the respective sales order to *Create Invoice*.
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.. image:: invoice_time/create_invoice.png
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:align: center
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:height: 330
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:alt: View of a sales order emphasizing the create invoice button in Odoo Sales
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Step 3: Link the task to the ticket
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-----------------------------------
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Now, in *Helpdesk*, create or edit the respective ticket and link it to the task created by the
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confirmation of the sales order.
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.. image:: invoice_time/helpdesk_task.png
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:align: center
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:alt: View of a helpdesk ticket emphasizing the field task in Odoo Helpdesk
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Step 4: Record the time spent
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-----------------------------
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Still on the respective helpdesk ticket, record the hours performed under the *Timesheets* tab.
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.. image:: invoice_time/helpdesk_timesheet.png
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:align: center
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:alt: View of a helpdesk ticket emphasizing the timesheets tab in Odoo Helpdesk
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Note that the hours recorded on the ticket form are shown on the *Delivered* column in the sales
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order.
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.. image:: invoice_time/quotation_delivered.png
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:align: center
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:alt: View of a sales order emphasizing the delivered column in Odoo Sales
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.. tip::
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Hours recorded on the ticket are automatically shown in *Timesheets* and on the dedicated task.
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.. seealso::
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- :doc:`reinvoice_from_project`
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- :doc:`/applications/inventory_and_mrp/inventory/management/products/uom`
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