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Community Enterprise Odoo.sh

Manage Invoice With Helpdesk

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If your company provides prepaid support services, meaning that the authorized user accepts responsibility for payment of the charges for use of the company's service. You can do that with this module. This module allows your helpdesk team to generate an invoice directly from the helpdesk ticket vice versa they can generate a helpdesk ticket from the invoice. It helps to provide resulting in faster responses to your customer needs. You can easily manage products in tickets and display products in the ticket PDF report.

Hot Features

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Helpdesk Ticket With Invoice
Manage Multiple Tickets At a Time
Default Description In Ticket

Features

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  • Easy to create invoice from the helpdesk ticket.
  • Easy to create helpdesk ticket from the invoice.
  • We provide a separate security group to manage helpdesk ticket to invoice & invoice to helpdesk ticket operations.
  • You can filter tickets invoice wise & invoice ticket wise.
  • You can manage products in tickets as well you can display products in the ticket PDF report.

Tick security group 'Invoice Helpdesk Ticket' to generate invoice directly from the helpdesk ticket as well generate a helpdesk ticket from the invoice.


Go to the helpdesk settings and tick 'Manage Products'.


'Helpdesk Ticket' form view, press the "Create Invoice" button to create invoice directly from the helpdesk ticket.


If you you try to create a invoice without selecting a product then this error will appears.


Select products and click on the 'Create Invoice' button.


After that one wizard opens, select customer, products, and fill other details then press the 'Save' button.


Now, from the ticket, you can see generated invoices of that ticket using the 'Invoices' smart button.


So, from that invoice, you can see tickets of that invoice using the 'Tickets' smart button.


You can create a helpdesk ticket from the invoice using the 'Create Ticket' button.


After that one wizard opens, fill the details and save it.


You can see tickets of that invoice using the 'Ticket' smart button.


It opens tickets Kanban view.


Created ticket form view looks like this.


Form view of the helpdesk ticket, Click on the print 'Helpdesk ticket' from the action buton.


Ticket PDF report with the products.


You can filter tickets purchase order wise.


You can filter invoice ticket wise.


Version 18.0.1 | Released on : 27th September 2024

Initial Initial Release.
  • Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & On-Premise) as well as Community.
  • No, this application is not compatible with odoo.com(odoo saas/Odoo Online).
  • Yes, you will get free update for lifetime.
  • For version 12 or upper, you will need to purchase the module for each version that you want to use.
  • Yes, we provide free support for 100 days.
Manage CRM With Helpdesk | Manage Helpdesk With CRM | Helpdesk Tickets With Leads | Leads With Helpdesk Tickets v18

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