Tijd bijhouden en factureren¶
Odoo 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.
Gevaar
Since the Track & Bill Time features require integration with other applications, enabling them may result in the installation of additional modules or applications.
Het installeren van een nieuwe applicatie op een Een App Gratis database start een proefperiode van 15 dagen. Aan het einde van de proefperiode is de database niet meer actief of toegankelijk als er geen betaald abonnement is toegevoegd.
De functie Tijd bijhouden & factureren instellen¶
Before a customer can be invoiced for support services, the Track & Bill Time features must be enabled on each Helpdesk team individually.
De functie Tijd bijhouden & factureren inschakelen op een helpdeskteam¶
To view and enable the Track & Bill Time features on a Helpdesk team, first navigate to . Then, select a team from the list, or create a new one. This reveals a team’s settings page.
Scroll op de instellingenpagina van het team naar de sectie Tijd bijhouden & factureren. Vink de selectievakjes naast Urenstaten en Urenfacturatie.
After the Timesheets box is checked, a new field appears, labeled Project.
Notitie
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 Project field appears.
The project selected in this field represents where all the timesheets for this team’s tickets are recorded. Click into the Project drop-down menu to select a project.
To create a new project where the timesheets are recorded, click into the Project drop-down menu, type a name for the project, and then click Create from the drop-down menu beneath.
Dienstenproducten configureren¶
When the Time Billing feature is enabled, a new product is created in the Sales app
called Service on Timesheets. This product can be found under . Then, search for Service on Timesheets in the search bar. This is the
product that is used when invoicing for post-paid support services after they have been
completed.
Select Service on Timesheets from the product page. This reveals the product detail form. The product is configured with the Product Type set to Service and the Invoicing Policy set to Based on Timesheets. Make any necessary changes to the product record, such as the Cost or Sales Price.
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 , and click New. This reveals a blank product detail form.
Voeg op het nieuwe productformulier een Productnaam toe en stel de Productsoort in op Dienst. Stel daarna het Facturatiebeleid in op Prepaid/Vaste prijs. Dit betekent dat er een factuur kan worden gegenereerd en dat de betaling voor dit product kan worden ontvangen voordat er urenstaten worden geboekt voor deze diensten.
Finally, set the Sales Price, and confirm that the unit of measure is set to Hours.
Prepaid ondersteuningsdiensten factureren¶
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 is used, like the section above.
Een verkooporder maken met een prepaid product¶
To invoice a customer for prepaid support services, first create a sales order (SO) with the support services product. To do this, go to . Then, click New to reveal a blank quotation form.
Vul vervolgens het offerteformulier in met de klantgegevens.
Go to the Order Lines tab of the quotation and click Add a product. Then, select the prepaid services product when configuring the service product. Update the Quantity field with the number of hours.
After updating any other necessary information, Confirm the quotation. This converts the quotation into an SO.
Een factuur maken en verzenden voor prepaid diensten¶
After the SO has been confirmed, click the Create Invoice button. This opens a Create invoice(s) pop-up window.
If no down payment is collected, the Create Invoice type can remain as Regular Invoice. If a down payment is collected, choose between either Down payment (percentage) or Down payment (fixed amount).
When the necessary information has been entered, click Create Draft.
De factuur kan daarna naar de klant worden verzonden voor betaling.
Helpdeskticket maken voor prepaid diensten¶
To create a Helpdesk ticket for prepaid services, navigate to and click the Tickets button to reveal a specific team’s pipeline. Click New to create a new ticket.
Geef op het lege ticketformulier een Titel aan het ticket en vul de Klantgegevens in.
When the customer name is added, the Sales Order Item field automatically populates with the most recent prepaid sales order item that has time remaining.
Uren bijhouden op een helpdeskticket¶
Time spent working on a Helpdesk ticket is tracked on the Timesheets tab on the specific ticket.
Klik op het detailformulier van het ticket op het tabblad Urenstaten en klik op Regel toevoegen. Kies een Werknemer, voeg een Omschrijving van de taak toe en vul het aantal Bestede uren toe.
As new lines are added to Timesheets tab, the Remaining Hours on SO field, at the bottom-right of the tab, is automatically updated.
Notitie
If the number of hours on the Timesheets tab exceeds the number of hours sold, the Remaining Hours of SO turns red.
As hours are added to the Timesheets tab, they are automatically updated in the Delivered field on the SO, as well.
Post-paid ondersteuningsdiensten factureren¶
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 is used, like the one that is automatically created after the Time Billing feature is enabled.
Een verkooporder maken met een product waarvoor de tijd wordt bijgehouden¶
To invoice a customer for post-paid support services, first create a SO with the Service on Timesheets product. To do this, go to . Then, click New to reveal a blank quotation form.
Vul de offerte in met de klantgegevens.
On the Order Lines tab, click Add a product. Select the Service on Timesheets product. After updating any other necessary information, Confirm the quotation.
Belangrijk
Unlike with the prepaid services quotation, Odoo does not allow an invoice to be created at this time. Since services were not performed, nothing was delivered, so there is nothing to invoice.
Een helpdeskticket maken voor diensten waarvoor de tijd wordt bijgehouden¶
To record a timesheet entry for time-tracked services, go to the 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. This opens the ticket details form. If there is no existing ticket for this customer issue, click New to create a new ticket and enter the necessary customer information on the blank ticket details form.
After selecting or creating a ticket, go to the Sales Order Item drop-down menu. Select the SO created in the previous step.
Ondersteuningsuren bijhouden op een ticket¶
Om een factuur te maken voor een product op basis van urenstaten, moeten de uren worden bijgehouden en geregistreerd. Op dit moment wordt de dienst als geleverd beschouwd. Om de uren voor deze ondersteuningsdienst te registreren, klik op het tabblad Urenstaten van het ticket.
Klik op Regel toevoegen om een nieuwe invoer te registreren. Selecteer een Werknemer in de vervolgkeuzelijst en registreer de bestede tijd in de kolom Bestede uren.
Repeat these steps until all timesheet entries have been recorded.
Een factuur maken voor uren die zijn besteed aan een ticket¶
If no new timesheets are needed, then create an invoice and send it to the customer.
To do this, return to the SO by clicking on the Sales Order smart button at the top of the ticket.
Voordat je de factuur maakt, controleer of het aantal uren in de kolom Geleverd overeenkomt met het totale aantal Bestede uren in het tabblad Urenstaten van het ticket.
Then, click Create Invoice. This opens a Create invoice(s) pop-up window.
If no down payment is collected, the Create Invoice type can remain as Regular Invoice. If a down payment is collected, choose between either Down payment (percentage) or Down payment (fixed amount).
Belangrijk
Use the 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 are included.
When the necessary information has been entered, click Create Draft. The invoice can then be reviewed, edited, and sent to the customer for payment.
Zie ook