Invoice Creation
Configuration > Billing > Invoice Creation Related Guides: Creating Invoices Invoice Creation Variables Field Type Description Charge Type description Free Text When an invoice is generated for billable time, the contents of this field will be returned in the notes field for the invoice. Variables shown when selecting Tickets, Invoices or Pre-Pay in the drop-down […]
Labor and Travel
Configuration > Billing > Labor and Travel Related Guides: Tracking Travel Time and Time On-Site Charge Type Settings Field Type Description Enable Ticket review processing Checkbox When enabled, billable time added onto tickets move to a preliminary 'Awaiting Review' section of the invoices module. Time entries then need to be reviewed before moving into ready […]
Currency
Configuration > Billing > Currency Related Guides: Multi-Currency Field Type Description Use multiple currencies Checkbox Enabling this will allow the choice of currency at customer level. Default Currency Single Select If multiple currencies are being used, creating a customer will use this currency if their currency is not selected manually. Currency Conversion Rate is inherited […]
Tax
Configuration > Billing > Tax Related Guides: Tax Rates Tax Settings Field Type Description Tax Rates Button This will take you to the list of tax rates in the system. Default sales tax to use for new Customers Single Select (Xero must be enabled) The selection made here will determine a default Sales Tax for […]
Quotation Approvals
Configuration > Quotations > Approvals Configuration > Sales > Quotations > Approvals Related Guides: Approving Quotes Overview User Approval Settings Field Type Description Default Quote expiry days Text (Integer) Establishes the expiration date of a Quote. Defined as a number of days after the Quote has been created. Hide Quotes on the Self Service Portal […]
Accessing your On-Prem Logs
This guide details how you can find your On-Prem Halo instance logs to help with troubleshooting an issue. You may be asked to provide these if you host Halo yourself, On-Prem. The logs for your API and Auth server are stored by default in the root directory of your IIS site, under the corresponding folders. […]
Quote Statuses
Configuration > Quotations > General Settings > Quote Statuses Related Guides: Quotation Status Field Type Description Name Text Name of the quotation status. Disable Editing when this status is selected Checkbox When enabled, the quotation will not be able to be edited when this status is set. Hide Quotes from end user when this status […]
Providing your On-Prem Halo DB for Debugging
This guide details how you can provide a backup of your On-Prem Halo database (DB) to the Halo development team for debugging purposes. Please only do this if requested by our development team. To begin, you will need to follow the steps outlined in this guide: https://support.haloservicedesk.com/kb?id=1706 and then provide us with the public key […]
On-Prem – Pre-requisites
Prerequisites To use Halo in the most performant manner, we recommend deploying two separate servers. These should be scaled up accordingly based on agent needs. These servers will be utilised for IIS Halo Application Hosting and SQL Server Database Hosting. Each server should have at least the below minimum specifications: Platform: 32-bit (x86) or 64-bit […]
Charge Type Overrides Explained
In this guide we will cover: – Charge Type hierarchy – Setting Locations – Overriding the Rates used for Charge Types Charge types can be defaulted in various places to have the charge type change based on the ticket an action is being logged on, the action that is being logged and the agent that […]