Select tickets from within an invoice

felix

I bill only once per week. If I could create an invoice then choose the tickets I'm billing for it would streamline the billing process.

felix

felix I think I found a better explanation/process.

The tickets page should have an option to show closed and un-invoiced, then click "select all", click "invoice tickets", invoice ticket modal will pop for client 1 with one ticket per line item, quantity item and rate will be pre-populated with info from ticket and client rate, changes can be made if necessary, click "create invoice", invoice ticket modal will pop up for client 2… and so on.

johnny

@felix I like that process thats how we will implement this for sure

wrongecho

The current approach to invoicing tickets was kinda "bolted on". Initially it was just a button, then it actually worked, and now I think it adds an internal note with some details. This suggestion has been a long time coming!

Seems like we want an extra database field on the ticket table to indicate whether a ticket has been invoiced or not?

Something like ticket_invoiced as an int 0/1. This would make it easy to filter.

We could store any extra useful data (like the datetime, invoice number associated, agent, etc.) in a separate table like ticket_invoices if we wanted granular details to be recorded and easily manipulated - or just stick to having it as a ticket note?

felix

wrongecho Aticket_invoicedfield would be perfect. Ticket notes would suffice to record what invoice number it was billed on. Clicking the invoice number to get to the invoice would be nice (if a tech doesn't have accounting permission, an error can be displayed).