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Ticket with github request saying not having Project/Tasks in Helpdesk tickets is now expected behavior as of v14: https://www.odoo.com/web#action=333&active_id=49&cids=3&id=2454453&menu_id=4720&model=project.task&view_type=form Therefore, we should change the picture I took off, as it shows the task field and project field in it and is misleading customers.
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1.2 KiB
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33 lines
1.2 KiB
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=========================================================
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Invoice Time Spent on Tickets (Postpaid Support Services)
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=========================================================
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Directly pull the billable time you have tracked on your helpdesk tickets into sales orders and
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invoices through a project task. It gives you more control over what you charge your client, and it
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is more efficient.
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Configuration
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=============
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| Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk team --> Edit` and enable the options
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*Timesheet on Ticket* and *Time Reinvoicing*.
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| Under *Timesheet on Ticket*, choose the *Project* to which tickets (and timesheets) will be
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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 have recorded the time you spent on the helpdesk ticket, under the *Timesheets* tab,
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access the task clicking on its name.
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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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:height: 300
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:alt: Sales Order from a task in Odoo Helpdesk
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