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Add Items for Billing

Related products:Freshdesk
  • August 17, 2018
  • 0 replies
  • 4 views

It would be great to be able to add items in addition to time for billing. Often we need to bill hardware or software in addition to the labour.


So workflow at present is to 


  1. create a ticket
  2. Add the time
  3. Refresh the ticket screen
  4. Create the invoice
  5. Close the ticket
  6. Go over to Xero
  7. Open the draft invoice and add the item
  8. Save, approve and send the invoice.

Ideally, when we add time to the ticket at step 2 we should be able to add other items by either selecting from a product item list or just free typing.