[IMP] helpdesk: clarify postpaid support and delete mentions of tasks

If committed, this will delete mentions of project tasks in the "Invoice
Time Spent on Tickets (Postpaid Support Services)" v14.0 user doc. It
also deletes unnecessary steps and screenshots about creating and
configuring a new Project and updates the steps and screenshots for the
"Create a sales order" and "Link the Helpdesk ticket to the SO" sections.

Fixes PR odoo#1901
Closes Odoo Task 2870104

closes odoo#2473

X-original-commit: 521cee8
Signed-off-by: Antoine Vandevenne (anv) <[email protected]>

Author: mivu-odoo

content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst

@@ -5,44 +5,44 @@ Invoice Time Spent on Tickets (Postpaid Support Services)
 The :guilabel:`Timesheet on Ticket` integration provides more control and transparency over how
 clients are charged, and what they're specifically billed for.
 
-In Odoo, Project managers can connect Helpdesk tickets to Project tasks. As the Helpdesk agent
-works on the ticket, they can use the ticket itself or the Project task to record timesheets.
-
-Thanks to the :guilabel:`Timesheet on Ticket` integration, timesheets will always be consistent and
-up-to-date on both records. Once a ticket is solved, the client can be billed for the time spent on
-the ticket. Odoo will pull from either the task or the ticket timesheet to accurately bill the
-client.
+In Odoo, the Helpdesk agent can use the ticket to record timesheets. Once a ticket is solved, the
+client can be billed for the time spent on the ticket. Odoo will pull from the ticket's timesheet
+to accurately bill the client.
 
 Configuration
 =============
 
 To turn on the :guilabel:`Timesheet on Ticket` feature, go to :menuselection:`Helpdesk -->
 Configuration --> Helpdesk Teams`, select a Helpdesk team, and then, click :guilabel:`Edit`. Next,
-enable the options :guilabel:`Timesheet on Ticket` and :guilabel:`Time Reinvoicing`.
-
-In the :guilabel:`Timesheet on Ticket` drop-down option, choose the Project to which tickets (and
-timesheets) will be linked by default. Then, open the Project's external link to edit its settings
-and enable the :guilabel:`Billable` option. Finally, save both the Project and the Helpdesk team's
-settings to apply these features.
+enable the options :guilabel:`Timesheet on Ticket` and :guilabel:`Time Reinvoicing`. Then, click
+:guilabel:`Save` to apply these changes to the Helpdesk team settings.
 
-.. image:: reinvoice_from_project/project-billable.png
-   :align: center
-   :alt: Billable feature in Project settings.
+Once the :guilabel:`Timesheet on Ticket` feature is enabled, a :guilabel:`Project` drop-down option
+will appear below :guilabel:`Timesheet on Ticket`. The :guilabel:`Project` drop-down option will
+automatically be set to a Project that Odoo created for the Helpdesk team. The tickets' timesheets
+will be stored in the selected Project.
 
 Create a sales order
 ====================
 
 After a ticket comes into the pipeline, go to :menuselection:`Sales --> Create`. Then, add the
-customer from the ticket to the new quotation. In the :guilabel:`Order Lines` tab, add the
-:guilabel:`Service on Timesheet` product. Finally, click :guilabel:`Confirm` to turn the quotation
-into a sales order.
+customer from the ticket to the :guilabel:`Customer` field in the new quotation. In the
+:guilabel:`Order Lines` tab, create or select a product to charge the customer for the time spent
+on their Helpdesk ticket.
 
-.. tip::
-   Remember the sales order name for later to link the Helpdesk ticket to the correct sales order.
+If creating a new product from the sales order form, first give the product a name by typing it in
+the :guilabel:`Product` column. Then, click :guilabel:`Create and edit`.
+
+First, in the :guilabel:`General Information` tab, set the :guilabel:`Product Type` to
+:guilabel:`Service` and the :guilabel:`Sales Price` to the Helpdesk agent's service rate. Then, in
+the :guilabel:`Sales` tab, set the :guilabel:`Service Invoicing Policy` to :guilabel:`Timesheets on
+tasks`. Finally, click :guilabel:`Save` to create the new product and add it to the quotation.
+
+Once the product is added, click :guilabel:`Confirm` to turn the quotation into a sales order.
 
-.. image:: reinvoice_from_project/service-on-timesheet.png
+.. image:: reinvoice_from_project/create-sales-order.png
    :align: center
-   :alt: Add Service on Timesheet product to the SO.
+   :alt: Create a sales order and add a product.
 
 Record a timesheet
 ==================
@@ -56,27 +56,46 @@ clicking :guilabel:`Tickets` on the team's card (or by going to the Projects das
    :align: center
    :alt: Record time spent on a ticket.
 
+.. tip::
+   The ticket's timesheets can be recorded before or after the sales order is made, the order
+   doesn't matter.
+
 Link the Helpdesk ticket to the SO
 ==================================
 
-To link the :abbr:`SO (Sales Order)` to the ticket, start on the ticket form, click
-:guilabel:`Edit`, and then, click the :guilabel:`Sales Order Item` field. Next, select the
-:abbr:`SO (Sales Order)` that was created earlier from the drop-down menu. Lastly, click
-:guilabel:`Save` to connect the ticket and the :abbr:`SO (Sales Order)`.
+Once a timesheet is recorded, the :guilabel:`Sales Order Item` field will appear on the ticket
+form. To link the :abbr:`SO (Sales Order)` to the ticket, start on the ticket form and click
+:guilabel:`Edit`. Next, select the :abbr:`SO (Sales Order)` that was created earlier from the
+drop-down menu. Odoo will automatically filter the sales orders to only show sales orders that are
+connected to the ticket's customer. Lastly, click :guilabel:`Save` to connect the ticket and the
+:abbr:`SO (Sales Order)`.
 
-.. image:: reinvoice_from_project/link-so-ticket.png
+.. image:: reinvoice_from_project/link-soi-to-ticket.png
    :align: center
    :alt: Link the SO item to the ticket.
 
+Modify billing rates
+====================
+
+If a timesheet entry is recorded, but the agent does not want to bill the client for that time, go
+to the :guilabel:`Timesheets` tab and toggle on the visibility of the :guilabel:`Sales Order Item`
+column. When filling out the information for the timesheet entry, make sure to leave the
+non-billable timesheet entry's :guilabel:`Sales Order Item` field blank.
+
+If the agent wants to charge a different rate for a timesheet entry, first, add a new product to
+the connected :abbr:`SO (Sales Order)` priced at the new rate. Then, select the new product in the
+timesheet entry's :guilabel:`Sales Order Item` field.
+
 Create the invoice
 ==================
 
 When the Helpdesk ticket is completed and the client is ready to be billed for time, begin by
 clicking the :guilabel:`Sales Order` smart button on the ticket form to navigate to the :abbr:`SO
 (Sales Order)`. The :guilabel:`Delivered` column should match the number of hours recorded on the
-ticket's timesheet. After checking and filling out the relevant information, click :guilabel:`Create
-Invoice` to bill the client for the time spent on the ticket. Odoo will automatically generate an
-invoice to send to the client and the Helpdesk ticket can officially be closed.
+ticket's timesheet. After checking and filling out the relevant information, click
+:guilabel:`Create Invoice` to bill the client for the time spent on the ticket. Odoo will
+automatically generate an invoice to send to the client and the Helpdesk ticket can officially be
+closed.
 
 .. seealso::
    - :doc:`invoice_time`