We charge a client for each ticket they log with us. We have three plans available -
Pay As You Go - Client is charged per ticket
Package 1 - Client pays a monthly fee and gets 6 inclusive tickets, then is charged PAYG
Package 2 - Client pays a monthly fee and gets 10 inclusive tickets, then is charged pay as you go.
I would like the following (in order of priority) -
"Add Expense" option to be added to the ticket so that anyone working on the ticket can directly add the cost of the ticket to the Harvest Account.
Ability to link the client's Freshdesk company to the client in Harvest, then specify an expense category so that each time a new ticket is created, it adds 1 unit of this against the client in Harvest
Ability to specify a monthly number of tickets included in the Company in Freshdesk so that whoever is dealing with the ticket know how many tickets the company has used.
Use the monthly number of tickets for a Company in Freshdesk to create an invoice in Harvest every month.
Ability to invoice for additional tickets (this should update the number of tickets for that month)
At the end of the month, the ability to log the remaining tickets in Harvest as unused tickets are not carried over into the next month
about 4 years ago
Interesting requirements. The primary use case of the Freshdesk Harvest integration is aligned to Harvest's market positioning as a time tracking software.
The requirement for billing here seems to be on per ticket basis rather than hour spent? Is that so?
If that is the case then doesn't Harvest that is built as a time tracker, not an elegant solution for billing customer by units of ticket?
The point regarding mapping of tickets by company is quite pertinent. We have used this logic recently for our QuickBooks integration, do let us know if that is what you are looking for. We shall evaluate it for Harvest.
"Requester Info will be fetched only if the “Company” name in Freshdesk matches the “Display name” of a customer in QuickBooks.
In case “Display Name” does not match, data will be fetched based on the ticket requester’s email id in Freshdesk matching a customer email id in your QuickBooks account."