工时跟踪与收款¶
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.
危险
由于 追踪并结算时间 功能需要与其他应用程序整合，启用这些功能可能需要安装额外的模块或应用程序。
在*One-App-Free*数据库上安装新应用程序会触发 15 天免费试用。试用期结束时，如果数据库中未添加付费订阅，则数据库将不再处于活动状态，也无法访问。
配置追踪并结算时间功能¶
Before a customer can be invoiced for support services, the Track & Bill Time features must be enabled on each Helpdesk team individually.
追踪并结算服务台团队的工作时间¶
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.
在团队设置页面，滚动到 追踪并结算时间 部分。选中标有 工时单 和 结算时间 的复选框。
After the Timesheets box is checked, a new field appears, labeled Project.
注解
如果这是此数据库首次启用此功能，则可能需要手动保存并刷新页面，然后 项目 字段才会出现。
在此字段中选择的项目代表记录此团队工作票的所有工时单的位置。点击 项目 下拉菜单选择项目。
要创建记录考勤表的新项目，请点击 项目 下拉菜单，键入项目名称，然后从下面的下拉菜单中点击 创建。
配置服务产品¶
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.
从产品页面选择 工时单上的服务。这将显示产品详细信息表单。该产品的 产品类型 已设置为 服务，开票策略 已设置为 基于时间表。对产品记录进行必要更改，如 成本 或 销售价格。
若要在工作完成**之前**为支持服务开具发票（也称为*预付支持服务*），必须创建一个具有不同开票策略的单独产品。
要创建新的服务产品，请进入 ，然后点击 新建。这将显示一个空白的产品详细信息表单。
在新产品表单中添加 产品名称，并将 :guilabel:` 产品类型` 设置为 服务。然后，将 开票政策 设置为 预付/固定价格。这意味着可以在记录这些服务的任何工时记录之前生成发票并收到该产品的付款。
Finally, set the Sales Price, and confirm that the unit of measure is set to Hours.
预付支持服务发票¶
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.
创建带有预付产品的销售订单¶
要为客户开具预付支持服务发票，首先要创建支持服务产品的销售订单 (SO)。要执行此操作，请转到 。然后点击 新建，显示空白报价表。
然后，在报价表中填写客户信息。
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.
为预付费服务创建和发送发票¶
After the SO has been confirmed, click the Create Invoice button. This opens a Create invoice(s) pop-up window.
如果没有收取首期付款 ， 创建发票 类型可以保持为 普通发票。如果收取 首期付款，请选择 :guilabel:` 首期付款（百分比）` 或 首期付款（固定金额）。
When the necessary information has been entered, click Create Draft.
然后就可以将发票发送给客户付款。
为预付费服务创建服务台工单¶
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.
在空白工单上，创建工单 标题，然后输入 客户 信息。
添加客户名称后，销售订单项目 字段会自动填充有剩余时间的最新预付销售订单项目。
追踪服务台工单上的小时数¶
Time spent working on a Helpdesk ticket is tracked on the Timesheets tab on the specific ticket.
在工单详细信息表单中，单击 工时单 选项卡并单击 添加行。选择一个 员工，添加任务的 描述，并输入花费的 小时数。
在 工时单 标签中添加新行时，标签右下方的 销售订单的剩余小时数 字段会自动更新。
注解
如果 工时单 标签上的小时数超过已售出的小时数，销售订单剩余小时数 将变为红色。
As hours are added to the Timesheets tab, they are automatically updated in the Delivered field on the SO, as well.
付费后支持服务发票¶
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.
创建带有时间追踪产品的销售订单¶
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.
在报价单上填写客户信息。
On the Order Lines tab, click Add a product. Select the Service on Timesheets product. After updating any other necessary information, Confirm the quotation.
重要
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.
为时间追踪服务创建服务台工单¶
To record a timesheet entry for time-tracked services, go to the app, and select the appropriate team for which these services apply.
如果该问题已有工单，请从看板视图中选择，打开工单详细信息表单。如果此客户问题无现有工单，请点击 新建 以创建新工单，并在空白工单详细信息表单中输入必要的客户信息。
After selecting or creating a ticket, go to the Sales Order Item drop-down menu. Select the SO created in the previous step.
追踪工单上的支持时数¶
为了根据工时单创建产品发票，需要对工时进行追踪和记录。此时，服务被视为*已交付*。要记录此支持服务的工时，请单击票单的 工时单 选项卡。
单击 添加行 以记录新条目。从下拉菜单中选择一个 员工，并在 已花费小时数 栏中记录所用时间。
Repeat these steps until all timesheet entries have been recorded.
为工单上追踪的工时创建发票¶
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.
创建发票前，请确认 已交付 列中的数字与票据上 工时单 选项卡中列出的 :guilabel:`所花费小时数`一致。
然后，点击 创建发票。这将打开一个 创建发票 弹出窗口。
如果没有收取首付款，创建发票`类型可保留为:guilabel:`普通发票。如果收取首付款，请选择 首付款（百分比） 或 首付款（固定金额）。
重要
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.
输入必要信息后，点击 创建草稿。然后就可以查看、编辑发票，并发送给客户付款。
