Skip to Content
This question has been flagged
2 Replies
513 Views
Avatar
George Geitonas

Hi everyone,

I have a situation where I sell prepaid service packs to my clients. For example, I sell a 40-hour service pack, which is already invoiced, and the client can use these hours gradually over time. I want to properly manage these prepaid packs in Odoo to track the remaining hours and deduct them when services are provided.

I know that Odoo also offers a similar approach for prepaid support hours, so I’m looking for the best way to handle this.

Some key points:

  • The service pack is already invoiced.
  • I want to track the remaining hours for each client.
  • Ideally, I need a way to automatically deduct hours when services are used.

I've seen different approaches, such as using Sales Orders, Timesheets, or Helpdesk Prepaid Hours, but I’m not sure which is the most efficient for my case.

What’s the best way to set this up in Odoo? Any advice or best practices would be appreciated!

Thanks in advance!

Avatar
Discard
George Geitonas
Author

Thank you for your answer. Although this explanation seems like it might have been generated by an AI platform, as some of the fields you mentioned does not exist in the Helpdesk module. 

Avatar
Ray Carnes (ray)
Best Answer

Configure your Service Product accordingly and log time via Timesheets on the Project Task (or just Task if that's how you configure it).

 

Everything just works after that, as long as people log their Time to the correct Task



If you create Tickets for each request to use time use the Helpdesk integration (same configuration)

https://www.odoo.com/documentation/18.0/applications/services/helpdesk/advanced/track_and_bill.html


Avatar
Discard
Avatar
Abhay Singh
Best Answer

If you're using Odoo 18 Enterprise, the Helpdesk Prepaid Hours feature is likely the best solution for managing your prepaid service packs. Here's why and how to use it:

Why Helpdesk Prepaid Hours is the best option:

  • Designed for Prepaid Services: This feature is specifically built to handle scenarios like yours, where you sell blocks of service hours upfront.
  • Automated Deductions: It allows you to automatically deduct hours from the prepaid balance as your team provides services through the Helpdesk app.
  • Client-Specific Tracking: You can easily track the remaining hours for each client.
  • Integration with Helpdesk: It seamlessly integrates with the Helpdesk app, making it easy to link service hours to specific tickets and deduct them from the client's balance.

How to use Helpdesk Prepaid Hours:

  1. Install the Helpdesk App: If you haven't already, install the Helpdesk app in your Odoo database.
  2. Configure Prepaid Hours:
    • Go to Helpdesk > Configuration > Settings.
    • Enable the "Prepaid Hours" feature.
  3. Create a Prepaid Product:
    • Create a product in Odoo (e.g., "40-Hour Service Pack").
    • Set the product type to "Service."
    • In the Sales tab, enable "Prepaid" and specify the number of hours included in the pack (e.g., 40).
  4. Sell the Prepaid Pack:
    • Create a sales order for the prepaid product and confirm it.
    • Once the sales order is confirmed, Odoo will automatically create a prepaid hours balance for the customer.
  5. Track and Deduct Hours:
    • When a customer submits a helpdesk ticket and your team provides services, log the time spent on the ticket.
    • Odoo will automatically deduct the time from the customer's prepaid hours balance.
  6. Monitor Balances:
    • You can view the remaining prepaid hours for each customer in the Helpdesk app.

Avatar
Discard