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 […]

The Ready For Invoicing Area

In this guide we will cover: – What is the Ready For Invoicing area? – Subsections in the Ready for Invoicing Area – Filtering Invoices – Creating Invoices – Deleting and Editing Invoices What is the Ready for Invoicing area?  The Ready for Invoicing area is a subsection of the Invoices module. This area is used […]

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 Pre-Pay 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 – Manually adjusting the amount of Pre-pay hours an action uses Admin Guides: Pre-Pay Where and how to set up Pre-Pay for […]

Recurring Billing Profiles (Import Recurring Invoice Lines)

In this guide we will cover: – What are Recurring Billing Profiles? – How to create a billing profile  – Importing Recurring Invoice Lines – Worked Example What are Recurring Billing Profiles?  Recurring Billing Profiles are used when importing recurring invoices lines into Halo from a csv file (spreadsheet). When importing lines each row in the […]

Charge Types

In this guide we will cover: – What is a Charge Type?   – How to Create and view Charge Types – Charge Type Overrides Admin Guides: 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. You […]

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 […]