追踪并结算时间¶

Odoo 服务台 为团队提供了追踪工单工作时长并向客户收取费用的功能。通过与 销售、工时单、项目 和 会计 应用程序整合，可在工作完成后或开始前向客户收取费用。

配置追踪并结算时间功能¶

在向客户开具支持服务发票之前，必须在每个 服务台 团队中分别启用 追踪和结算时间 功能。

追踪并结算服务台团队的工作时间¶

要查看和启用 服务台 团队的 追踪并结算时间 功能，首先导航到 服务台应用程序 ‣ 配置 ‣ 服务台团队。然后，从列表中选择一个团队，或创建一个 新团队。这将显示一个团队的设置页面。

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。

选中 工时单 框后，就会出现一个标为 项目 的新字段。

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。

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.

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 Sales app‣ Products ‣ Products. 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 Sales app ‣ Products ‣ Products, and click New. This reveals a blank product detail form.

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。

最后，设置 销售价格，并确认 计量单位 已设置为 小时。

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 would be used, just like the section above.

创建带有预付产品的销售订单¶

To invoice a customer for prepaid support services, first create a sales order (SO) with the support services product. To do this, go to Sales app ‣ Orders ‣ Quotations. Then, click New to reveal a blank quotation form.

然后，在报价表中填写客户信息。

转到报价单的 订单行 选项卡，然后单击 添加产品。然后，选择上述步骤中配置的*预付服务产品*。用小时数为单位，更新 数量 字段。

更新任何其他必要信息后，确认 报价单。会将报价单转换为:abbr:SO（销售订单）。

为预付费服务创建和发送发票¶

Once the SO has been confirmed, click the Create Invoice button. This opens a Create invoices 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).

输入必要的信息后，单击:guilabel:创建草稿发票。

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¶

要为预付费服务创建 服务台 工单，请导航至 服务台 并单击 工单 按钮以显示特定团队的管道。单击 新建 以创建新工单。

在空白工单上，创建工单 标题，然后输入 客户 信息。

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.

追踪服务台工单上的小时数¶

在*服务台*工单上花费的工作时间，在特定工单的*工时单*选项卡上进行追踪。

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。

As new lines are added to Timesheets tab, the Remaining Hours on SO field, at the bottom-right of the tab, is automatically updated.

当工时添加到 工时单 标签时，它们也会自动更新 : abbr:SO （销售订单） 上的 已交付 字段。

Invoice post-paid support services¶

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 would be used, like the one created in the section above.

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 sales order (SO) with the support services product. To do this, go to Sales app ‣ Orders ‣ Quotations. Then, click New to reveal a blank quotation form.

在报价单上填写客户信息。

在 订单行 选项卡上，单击 添加产品。选择在上述步骤中配置的后付费服务产品。更新其他必要信息后，点击 确认 报价。

为时间追踪服务创建服务台工单¶

To record a Timesheet entry for time-tracker services, go to the Helpdesk 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.

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。

根据需要重复这些步骤，直到记录下所有用于解决问题的时间。

为工单上追踪的工时创建发票¶

After the customer’s issue has been solved, and it is determined no new timesheet entries need to be made, an invoice can be created, and the customer can be billed.

要执行此操作，请单击工单顶部的 销售订单 智能按钮，返回到:abbr:SO（销售订单）。

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。

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).

When the necessary information has been entered, click Create Draft. The invoice can then be reviewed, edited, and sent to the customer for payment.