Contracts

How to create customer contracts in Halo. Related Articles: Importing your data Supplier Contracts Assets Client contracts are used to track a specific agreement you have with a customer in regards to the service you provide them. For example, how much you charge the customer per period and what service level agreement (SLA) you work […]

Bulk Applying Billing Rules

In this lesson we will cover: – How to bulk-apply billing rules to customers Bulk-applying billing rules to customers saves you from having to configure each customer's billing rules individually.  The Billing Templates will create an agreement if the customer does not have one, so it is recommended to create the agreements first. This can […]

Billing – Agreement Multiplier

This article will go through the functionality of the agreement multiplier, and how this ties into a customer's billing. In this lesson 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 […]

Automated Tickets

In this lesson we will cover: – What are Automated Tickets used for? – Configuring Automated Tickets Administrator Guides: Automated Tickets Related Guides: Automated Tickets – Next Call Date What are Automated Tickets used for? Automated Tickets are created with the purpose of prompting relevant Agents of events such as: Agreements commencing/expiring. Asset Warranty commencing/expiring. […]