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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!

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Ray Carnes (ray)
Najlepsza odpowiedź

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


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Xavier Boes

@Ray: How would you deal with following use case?

You sell a fixed prepaid service pack (as above).
However, depending on the employee that delivers the service, the 'consumption' of the budget is different (imagine: senior employee has double the rate of a junior employee).

So I might sell a pack of € 1.000 to my customer, which could be consumed by 10 hours of my junior (at € 100/hr) OR by 5 hours of my senior (at € 200/hr).

You do have the 'Invoicing' tab on a Project that shows the 'Unit Price' -> but I can't seem to understand what this does (if anything).

Ray Carnes (ray)

Does the help on the Invoicing Tab give you a clue? "To bill the same service at a different rate, create separate sales order items."

So you create Junior Hours @ 100 per hour and Senior Hours @ 200 per hour, both based on hours actually delivered, then your quantities would be the "most common" distribution that adds up to 1,000 - so maybe 2 senior hours and 6 junior hours but the Invoice would be based on what was actually billed.