{"id":2733,"date":"2024-08-12T20:11:56","date_gmt":"2024-08-12T17:11:56","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/helpdesk\/closing-a-ticket-in-helpdesk\/"},"modified":"2024-08-16T12:16:02","modified_gmt":"2024-08-16T09:16:02","slug":"closing-a-ticket-in-helpdesk","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/helpdesk\/closing-a-ticket-in-helpdesk\/","title":{"rendered":"Closing A Ticket in Helpdesk"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">After resolving customer issues, the next step would be closing tickets.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Note: To use the Helpdesk features, you need to <a href=\"https:\/\/akaunting.com\/hc\/docs\/apps-and-integrations\/installing-an-app\/\" rel=\"noreferrer noopener\" target=\"_blank\">Install<\/a> or <a href=\"https:\/\/akaunting.com\/hc\/docs\/apps-and-integrations\/purchasing-an-app\/\" rel=\"noreferrer noopener\" target=\"_blank\">Purchase<\/a> the <a href=\"https:\/\/akaunting.com\/apps\/helpdesk\" rel=\"noreferrer noopener\" target=\"_blank\">Helpdesk App<\/a>.<\/em><\/p>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1600\" style=\"aspect-ratio: 2880 \/ 1600;\" width=\"2880\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2024\/08\/16121509\/closed-task.mp4\"><\/video><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Closing a ticket in Helpdesk<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>From your Akaunting Dashboard, <strong>Click<\/strong> <strong>Helpdesk<\/strong> on the Navigation Menu Panel<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"2465\" height=\"799\" src=\"https:\/\/assets.akaunting.com\/hc\/2024\/08\/12194459\/Creating-tickets-in-Helpdesk-e1723798206194.png\" alt=\"Creating tickets in Helpdesk\" class=\"wp-image-2706\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2024\/08\/12194459\/Creating-tickets-in-Helpdesk-e1723798206194.png 2465w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12194459\/Creating-tickets-in-Helpdesk-e1723798206194-300x97.png 300w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12194459\/Creating-tickets-in-Helpdesk-e1723798206194-1024x332.png 1024w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12194459\/Creating-tickets-in-Helpdesk-e1723798206194-768x249.png 768w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12194459\/Creating-tickets-in-Helpdesk-e1723798206194-1536x498.png 1536w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12194459\/Creating-tickets-in-Helpdesk-e1723798206194-2048x664.png 2048w\" sizes=\"auto, (max-width: 2465px) 100vw, 2465px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>View the list of <strong>Tickets.<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"390\" src=\"https:\/\/assets.akaunting.com\/hc\/2024\/08\/12201307\/View-the-list-of-Tickets-1024x390.png\" alt=\"View the list of Tickets\" class=\"wp-image-2736\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2024\/08\/12201307\/View-the-list-of-Tickets-1024x390.png 1024w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12201307\/View-the-list-of-Tickets-300x114.png 300w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12201307\/View-the-list-of-Tickets-768x292.png 768w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12201307\/View-the-list-of-Tickets-1536x585.png 1536w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12201307\/View-the-list-of-Tickets.png 2022w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Note: You can only close tickets when the status is in the <\/em><strong><em>Solved<\/em><\/strong><em> stage.<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click a Ticket to View the details page.<\/li>\n\n\n\n<li>Select Solved at the top Page.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Note: You can&#8217;t directly update a ticket&#8217;s status from <\/em><strong><em>Open<\/em><\/strong><em> to <\/em><strong><em>Solved<\/em><\/strong><em>. You first need to update it to <\/em><strong><em>Pending<\/em><\/strong><em>, then <\/em><strong><em>Solved<\/em><\/strong><em>.<\/em><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"422\" src=\"https:\/\/assets.akaunting.com\/hc\/2024\/08\/12211638\/Update-ticket-frok-pending-to-solved-1024x422.png\" alt=\"Update ticket from pending to solved\" class=\"wp-image-2737\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2024\/08\/12211638\/Update-ticket-frok-pending-to-solved-1024x422.png 1024w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12211638\/Update-ticket-frok-pending-to-solved-300x124.png 300w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12211638\/Update-ticket-frok-pending-to-solved-768x317.png 768w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12211638\/Update-ticket-frok-pending-to-solved-1536x633.png 1536w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12211638\/Update-ticket-frok-pending-to-solved.png 2038w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>When the Status is <strong>Solved<\/strong>, click it and select <strong>Closed<\/strong> from the dropdown menu options.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"589\" src=\"https:\/\/assets.akaunting.com\/hc\/2024\/08\/12211804\/Close-ticket-from-the-dropdown-menu-options-1024x589.png\" alt=\"Close ticket from the dropdown menu options\" class=\"wp-image-2738\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2024\/08\/12211804\/Close-ticket-from-the-dropdown-menu-options-1024x589.png 1024w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12211804\/Close-ticket-from-the-dropdown-menu-options-300x172.png 300w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12211804\/Close-ticket-from-the-dropdown-menu-options-768x441.png 768w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12211804\/Close-ticket-from-the-dropdown-menu-options-1536x883.png 1536w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12211804\/Close-ticket-from-the-dropdown-menu-options-2048x1177.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The ticket status is updated to Closed.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"459\" src=\"https:\/\/assets.akaunting.com\/hc\/2024\/08\/12211848\/Ticket-status-is-updated-to-Closed-1024x459.png\" alt=\"Ticket status is updated to Closed\" class=\"wp-image-2739\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2024\/08\/12211848\/Ticket-status-is-updated-to-Closed-1024x459.png 1024w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12211848\/Ticket-status-is-updated-to-Closed-300x134.png 300w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12211848\/Ticket-status-is-updated-to-Closed-768x344.png 768w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12211848\/Ticket-status-is-updated-to-Closed-1536x688.png 1536w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12211848\/Ticket-status-is-updated-to-Closed-2048x918.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The Client also sees an updated Ticket Status in the <a href=\"https:\/\/akaunting.com\/hc\/docs\/users-and-roles\/using-the-client-portal\/\" target=\"_blank\" rel=\"noreferrer noopener\">Client Portal<\/a>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"2276\" height=\"656\" src=\"https:\/\/assets.akaunting.com\/hc\/2024\/08\/12211937\/Client-sees-an-updated-Ticket-Status-in-the-Client-Portal-e1723799756938.png\" alt=\"Client sees an updated Ticket Status in the Client Portal.\" class=\"wp-image-2740\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2024\/08\/12211937\/Client-sees-an-updated-Ticket-Status-in-the-Client-Portal-e1723799756938.png 2276w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12211937\/Client-sees-an-updated-Ticket-Status-in-the-Client-Portal-e1723799756938-300x86.png 300w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12211937\/Client-sees-an-updated-Ticket-Status-in-the-Client-Portal-e1723799756938-1024x295.png 1024w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12211937\/Client-sees-an-updated-Ticket-Status-in-the-Client-Portal-e1723799756938-768x221.png 768w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12211937\/Client-sees-an-updated-Ticket-Status-in-the-Client-Portal-e1723799756938-1536x443.png 1536w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12211937\/Client-sees-an-updated-Ticket-Status-in-the-Client-Portal-e1723799756938-2048x590.png 2048w\" sizes=\"auto, (max-width: 2276px) 100vw, 2276px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>After resolving customer issues, the next step would be closing tickets. Note: To use the Helpdesk features, you need to Install or Purchase the Helpdesk App. Closing a ticket in Helpdesk Note: You can only close tickets when the status is in the Solved stage. Note: You can&#8217;t directly update a ticket&#8217;s status from Open [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":2701,"menu_order":5,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-2733","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/2733","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=2733"}],"version-history":[{"count":3,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/2733\/revisions"}],"predecessor-version":[{"id":2800,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/2733\/revisions\/2800"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/2701"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=2733"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=2733"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}