Group Invoice Lines by Product Group

In this guide we will cover: – How to have lines on an invoice grouped based on the product group they are in – Checking the group a product is in Within Halo, there is the option to categorise (group) lines on an invoice based on the product group set within Halo. To enable this […]

Surcharges

In this guide we will cover: – Using Surcharges in HaloPSA – Enabling & Creating Surcharges – Selecting the Surcharge to Apply for a Client – Surcharges in Action – Set Surcharge Limit Associated Admin Guide: General Settings HaloPSA provides the option to use Surcharges, such that you can invoice respective clients accurate amounts. In […]

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 Associated Admin Guide: Billing General Settings Invoices can be created from a variety of places in […]

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 Associated Administrator Guide: General Settings There are several ways that you can group invoice […]

Introduction

This course will cover billing and the different ways to bill in HaloPSA. 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 […]

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 (v2.188.1+) Associated Admin Guide:  Recurring Invoices Adding a Pro-Rata line to an invoice Pro Rata lines can be added by editing […]

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 (as of v2.180.1+) – Expiry Reminders Admin Guides: Agreements (Contracts) Related Guides Contract/Agreement Rules  Signing Contracts/Agreements In this example, we will be looking at the start-to-finish process involved in creating an Agreement […]

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 Note: This functionality is available as of v2.170+ 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 […]

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 […]