I’m trying to figure out the best way to turn the ticket work into invoices for customers. We have a lot of clients where we do break/fix work and then bill them for all of it at the end of the month on one invoice. The rates vary between clients. Right now, I have to add up all my time on my timesheet and then manually input it into our accounting system, Xero. I see some options to have a workflow from ServiceDesk to Quote to QuickBooks. I could move to QuickBooks but I can’t figure out the entire process. How are others handling this? Is there a built-in method or anything new coming out?
@Jimmy, thank you for the info. I read that documentation but didn’t understand it completely. Just to be clear, do you know if the process I described is achievable? I am going to open a trial of QB online but I want to have some idea of what I’m doing before the trial countdown starts.
@Damon C , thank you for the info, that is good. Can quotes be merged? We don’t need a separate quote for every service desk ticket. We group them for each customer at the end of the month and send a single invoice.
As of now, merging tickets in SD is not yet possible. Plans for adding such a feature is set for Q2 2018.
@Rick_C , got it. Thanks!
This is great, just what we need; but for me having this integration to Kashflow instead of QuickBooks would be good.
The only thing I can see with the process suggested which is:-
- Request raised (SD)
- Ticket assigned to sales and blank quote in CQM made
- Quote updated with estimate for fix and sent to client
- Client accepts
- Ticket passed back to techs to do work
- Quote imported to accounts
that you have to be very careful on quotes as you could be losing money on bad quotes.
Also, this can be really slow to start helping a client in desperate need of help.
Your request for the integration to Kashflow is currently on the roadmap for implementation in Q3 2018.