Invoicing Explained

In this article we will cover: – Enabling Billing from Halo – Adding a Recurring Invoice – Contacts and Automation – Creating Invoices manually – Deleting and Editing invoices  – Third Party Accounts Systems This guide assumes you have configured the required billing entities already (e.g. for the case of labour billing, you have set […]

Asset General Settings

Configuration > Asset Management > General Settings Check out the Academy guides on our Support Portal, which can also be found on the HaloPSA Academy: Asset Management Introduction HaloPSA Academy – Asset Management Introduction General Settings Field Type Description Label for the Assets area Text Enter the label here that you would like to be used […]

Search All Actions on Search Bar

The following guide provides information on how you can now search action notes when searching tickets. Searching all action notes when searching tickets requires full-text searching to be enabled with the Contains Table method. Activate "Enable Full-Text Searching on Action notes" in Config > Advanced Settings. The search screen/side menu will then search action notes […]

Billing – Agreement Multiplier

In this guide we will cover: – What an agreement multiplier does – Setting them against a charge type – A worked example of the agreement consuming double the amount of time The agreement multiplier allows you to specify whether more hours get deducted from a customer's agreement hours depending on the charge type that […]

NHServer Deprecation User Guide

NHServer information The NHServer application runs in the background in both Halo’s hosted infrastructure (for hosted customers), and on customers own prem via a scheduled task (On-Prem instances). NHServer starts up, does a single NHServer Scan for a single customer and then shuts down. On a single scan, the main tasks NHServer fulfills are as […]

Internal Conversations

Overview an implementation of the internal conversations functionality Related guides Actions Altering Ticket Types Internal discussion on customer/user facing tickets can sometimes cause confusion and make a ticket difficult to track and follow (it usually leads to the ticket being reassigned back and forth between agents with notes added each time). Halo addresses this issue […]

Pre-Pay

This guide outlines how to apply pre-pay at the client level and globally within Halo. Related articles: Invoicing in Halo Halo provides the option to allocate Pre-Pay time against your end-users, with the option of time logged against them used from a bank of 'Pre-Pay' time.  Against each client you will find the 'Pre-Pay' tab: […]

SMS Set Up

A guide on implementing SMS functionality Halo is compatible with select third party email-to-SMS services which allows Halo to send emails to the SMS provider. To set this up, please see the below: 1) Go in to Configuration>Email and scroll down to SMS Settings2) Here you will need to fill in the domain of your […]

Sales Orders

This guide outlines the core features of the Sales Orders area. It is possible to create sales orders for your end-users to track purchases they have made. Sales orders can be created as stand-alone orders, or as part of an existing request. To enable the sales orders area please head to the configuration module and […]

Navigating the Software

Explaining the ticket screen. Related Articles: Filter Profiles Views and column profiles The below image is your global ticket view, for any screen you have that contains tickets (be it opportunities, sales, ticket, projects or otherwise) it will look similar to this. There are many elements that can be hidden by agent, team or role. […]