Marking closed tickets when invoice is created

ComputerBlues

I enter a ticket for all the tasks I do

When I close the task, I don't always send an invoice right away since all my invoicing is done at the end of the month.

At the end of the month, I go through the closed calls and copy the subject and ticket number in to my invoice.

sometimes it can be hard to work out if i invoiced for a job.

Is there any easy way, where i can mark the ticket as having been invoiced or not in the closed view?

Thanks

James

scottro

I think the easiest way for you to do this would be to click on the closed ticket and hit "Edit Ticket", then you can change your subject line to something like

Non-invoiced

Subject Line

Invoiced

Subject Line

In order to edit the ticket though, you will have to be an Admin.

dohcjs

Add more ticket states

If your able to change some code you can add additional ticket states. We use a closed->Ready to Bill->Billed flow.

ComputerBlues

If your able to change some code you can add additional ticket states. We use a closed->Ready to Bill->Billed flow.

Thanks for the replies.

I've never coded in this language before, but that sounds exactly what I need ;-)

Thanks

James

scottro

If your able to change some code you can add additional ticket states. We use a closed->Ready to Bill->Billed flow.

hehe, yea I thought of this too...but s/he asked for easiest, hence my answer ;)

TheAudioPimp

Dide you get anywhere with this ? Looking at doing the Same, maybe with a little more detail you could add a box with the Invoice Number that it was invoiced under....

TheAudioPimp

Ive managed to add another status called Invoiced, so now there is Open, Closed, Invoiced. You can add "mark as Invoiced" to the Actions Drop Down also which is what ive done. Maybe this is the way to go. You can then add search by closed or invoiced too with a couple of changes....