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 […]

Ready For Invoicing

In this guide we will cover: – What is the "Ready For Invoicing" area? – Filtering Invoices – Deleting and Editing Invoices The Ready for Invoicing page is an interactive dashboard that shows all entities that are waiting to be invoiced. This is where you will initiate the billing process, creating invoices that sync over […]

Automating Quantities in Recurring Invoices

In this guide we will cover: – How to enable Auto-Quantity Calculation Functionality – Calculating Quantities from Licence Count – Calculating Quantities from User Count – Calculating Quantities from Asset Count If your agreements include 'Per Device', 'Per User' or 'Per Licence' charges, you will want to make use of auto-quantity calculations of recurring invoice […]

Example Combination Client

In this guide we will cover: – An Example agreement set up for a customer who has a combination agreement This is an example of a client that is billed in a different way, where some things are covered, and others are not. Fig 1. Combination Billing Rules In The Above Example The Client Has […]

Example PrePay Client

In this guide we will cover: – An Example agreement set up for a customer who has a Pre-Pay agreement This is a setup for a client with a Pre-paid block of hours. For example, the client can purchase 10 hours that will expire on a given date but will last up until that date […]

Example All You Can Eat Agreement Client

In this guide we will cover: – An Example on how to set up an agreement for a customer who has an all you can eat agreement In this example we will run through the setup for a customer who has an all you can eat agreement. This means that they can use the service […]

Pre-Pay

In this guide we will cover: – Where and how to set up Pre-Pay for a customer – Use Pre Pay Amount instead of Pre Pay Hours – Recalculating Billing for Pre-Pay hours Associated Admin Guide: Pre-Pay Where and how to set up Pre-Pay for a Customer Halo provides the option to allocate Pre-Pay time […]

Creating Import Profiles for Importing Recurring Invoice Lines

In this guide we will cover: – How to create a billing profile  – Importing Recurring Invoice Lines – Worked Example How to create a billing profile  In this example, we will look at how Billing Profiles are configured in HaloPSA & how they allow you to update existing recurring invoices. The first step is […]

Charge Types

In this guide we will cover: – What is a Charge Type?   – How to Create and view Charge Types – Charge Type Overrides Associated Administrator Guide: Charge Types What is a charge type?  A charge type is a classification of work. Remote support and on-site support are both examples of different charge types. […]

Automating Prices in Recurring Invoices

In this guide we will cover: – Update recurring invoice lines when Products are updated – How to have prices/costs on recurring invoices update automatically when the price/cost of an item is changed – How to update item and recurring invoice prices using product bundles – Set automatic percentage increases for invoice lines Update recurring […]