Charge Type Overrides Explained

In this guide we will cover: – The charge type hierarchy – Overriding charge type rates – Worked example Charge Type Hierarchy  The default hierarchy used for Charge Types is as follows (with ticket type overriding all): Ticket Type Action Agent With the charge type applied on an action and the setting "Charge Type will […]

Credit Notes

In this guide we will cover: – What credit notes are used for – How to determine the ID of the credit note – How to raise a credit note – How to use a credit note – How to adjust credit lines – Syncing Credit Notes to accounting integrations – Voiding Credit Notes What […]

Automatic Percentage Increase on Recurring invoices

In this guide we will cover: – How to set an automatic increase for your invoice lines (RPI percentage) – How to set a Percentage increase per recurring invoice  Set automatic percentage increases for invoice lines An automatic percentage increase can be applied to each of your recurring invoice lines to allow the invoice to […]

Recurring Invoice Approvals

In this guide we will cover: – Enabling Recurring Invoice Approvals – Creating an Approval Process – Following the Approval Process Admin Guides: Approval Processes Recurring Invoices Related Guides: Approval Processes Overview Recurring Invoices Note: This is available from v2.176.1 onwards. Enabling Recurring Invoice Approvals In Configuration > Billing > Recurring Invoice Approvals, enable approvals […]

Meter Billing

In this guide we will cover: – What is Meter billing and when is it used – How to configure an invoice to bill using meter readings  – Logging and Viewing Meter readings – Importing invoice lines as meters  What is Meter Billing and when is it used? Meter Billing in Halo allows you to […]

Creation Periods in Recurring Invoices

In this guide we will cover: – What is a Recurring Invoice? – Creation Periods in Recurring Invoices – Example: Using Creation Period Variables on a Recurring Invoice – Advanced Example: Invoicing Licences in Arrears but Support in Advance Associated Administrator Guide: Recurring Invoices Creation Periods in HaloPSA allow you to create Recurring Invoices for […]

Managing a Recurring Invoice’s Lines Quantity, Price and Cost for Subscriptions

In this guide we will cover: – How to have the quantity of a recurring invoice calculate based on subscription count  – Update Price/cost of items on recurring invoices from within the product How to have the quantity of a recurring invoice calculate based on subscription count  In order to manage recurring invoice lines linked […]

Custom SQL Query for Licence/Subscription Count on Recurring Invoice Lines

In this guide we will cover: – How to use a custom SQL query to calculate the Licence/Subscription Count on Recurring Invoice Lines  Custom SQL queries can be used to calculate the quantity of invoice lines based on information from your database. This provides many more options and flexibility to how your invoice line quantities […]

Set which Agents can adjust the Billing Time and Recalculation of Billing on Tickets

In this guide we will cover: – How to give agents the permission to edit billable time and recalculate billing on an action Admin Guides: Agents There are two new permissions in Halo to dictate agents ticket and action level billing capabilities. The first option decides whether or not agents can recalculate billing on tickets […]

Billing Integrations

Below are a list of useful integrations: Microsoft CSP Xero Integration Quickbooks Online Integration Sage50 Integration Sage200 Integration These are also located under https://halopsa.com/guides/ or https://support.haloservicedesk.com/portal/kb which will be useful resources during your implementation.