Surcharges

In this guide we will cover: – Using Surcharges – Enabling & Creating Surcharges – Selecting the Surcharge to Apply for a Client – Surcharges in Action – Set Surcharge Limit Admin Guides: General Settings Using Surcharges Before we look into configuring Surcharges, lets make sure we understand how Surcharges work. There are two primary […]

Populating Invoice Lines from $-Variables

In this guide we will cover: – Populate Labour line description – Populate Items Issued line description – Populate Items on recurring invoice line description – Populate Invoice consignment line description – Populate Sales order and Pro-rata line descriptions Admin Guides: Billing General Settings Invoices can be created from a variety of places. As such, […]

Grouping Invoice Lines

In this guide we will cover: – How grouping for invoice lines is determined – Invoice Each Ticket Separately – Add Labour and Products from Tickets and Pre-Pay charges onto Recurring Invoices – Merge Sales Orders into One Invoice Per Client Admin Guides: General Settings There are several ways that you can group invoice lines […]

Introduction

This course will cover billing and the different ways to bill. Fig 1. Billing Module When we refer to billing, we refer to the various ways in which you can generate invoices for chargeable work or products. Once these invoices are created in Halo they can be synced over to a 3rd party accounts integration […]

Pro Rata/Pro Rating on Recurring Invoices

In this guide we will cover: – Adding a Pro-Rata line to an Invoice – Pro-Rata for Manually Updated Recurring Invoice Lines – Pro-Rata for Automatically Updated Recurring Invoice Lines – Merging Pro-Rata Lines Admin Guides:  Recurring Invoices Adding a Pro-Rata line to an Invoice Pro Rata lines can be added by editing the line […]

Creating an Agreement/Recurring Invoice for a customer

In this guide we will cover: – Creating the Agreement – Creating the Recurring Invoice – Creating Invoices – Editing the Agreement View – Expiry Reminders Note: Throughout this guide and Halo the terms 'agreement' and 'contract' are used interchangeably.  This guide covers contracts/agreement functionality for customers using HaloPSA. For customers using HaloITSM check out […]

Tracking Travel Time and Time On-Site

In this guide we will cover: – Enable Tracking Travel and Distance  – Billing for Travel Time/Mileage Halo allows for both Travel Time and Mileage to be tracked and billed for. In general, MSP's tend to track travel time or distance travelled, although it is possible in Halo, tracking both is uncommon. Enabling Tracking Travel […]

Embed XML Attachments to Invoice PDFs

In this guide we will cover: – eInvoicing – How to embed an XML Attachment to an invoice PDF eInvoicing Commencing January 1st 2025, the European Union will begin to implement eInvoicing. Compliance for this will be optional for 1 year. Commencing January 1st 2026, eInvoicing will be made mandatory for all customers in the […]

Example Pay As You Go Client

In this guide we will cover: – An Example agreement set up for a customer who has a pay as you go agreement  This is an example of the setup required for a Pay As You Go (or break-fix) customer. In this example the client will be charged per hour for labour on charge rates […]

Signing Contracts/Agreements

In this guide we will cover: – How to Use the Contract Signing Functionality – Secure Signing Admin Guides: Agreements (Contracts) Related Guides: Creating an Agreement/Recurring Invoice for a Customer Note: Within Halo the terms 'contract' and 'agreement' are used interchangeably.  How to Use the Contract Signing Functionality When a customer contract is proposed or […]