Description
Manage Invoice With Helpdesk
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
Helpdesk Ticket With Invoice
Features
- 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.
“Helpdesk Ticket” form view, press the “Create Invoice” button to create invoice directly from the helpdesk ticket.
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.
“Helpdesk Ticket” created.
You can see tickets of that invoice using the “Ticket” smart button.
It opens tickets Kanban view.
Created ticket form view looks like this.
You can filter tickets invoice wise.
You can filter invoice ticket wise.
Manage Products
Goto user config setting, Enable ‘Manage Products’.
You can select products for each ticket.
Ticket PDF report with the products.
Version 15.0.1 | Released on : 10 October 2021
Initial
Initial Release.
- Yes, this app works perfectly with CBMS Enterprise (CBMS.sh & Premise) as well as Community.
- Yes, This app is compatible with CBMS’s Multi-Company Feature.
- Please Contact Us at sales@mycbms.comto request customization.
- Yes, we provide free support for 100 days.
- Yes, you will get free update for lifetime.
- No, you don’t need to install addition libraries.
- Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
- No, We do not provide any kind of exchange.
Multi-Languages
We have added predefined some languages(English, German / Deutsch, Arabic, Spanish / Espanol, French / Francais, Chinese) in module, If you want to add other language you can contact us on support@mycbms.com. We use google translator tools for multi-languages so possible translations can be not accurate. we accept suggest to make more accurate translations also on support@mycbms.com.
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