Billing Templates

In this guide we will cover: – What are Billing Templates? – Creating Billing Templates – Apply a Billing Template to a Customer – Updating Billing Templates Admin Guides: Billing Templates What are Billing Templates? Billing Templates are used to easily apply a set of billing rules to multiple customers. If you have multiple customers […]

Billing Rules (Formerly Billing Plan Combinations)

In this guide we will cover: – How to set up billing rules – Worked example – Checkboxes "User must be covered by the Agreement" and "Asset must be covered by the Agreement" – Checkbox "Allow other Customers Agreement's to be chosen" – Checking to see if the action was covered by the Agreements Hours […]

Awaiting Review/Ticket Review Processing

In this guide we will cover: – Enabling ticket review processing  – Filtering results in the Awaiting Review area – Approving/Rejecting time entries Enabling ticket review processing The Awaiting Review section of HaloPSA can be thought of as a 'holding area' where time entries can be reviewed and approved prior to them appearing in Ready […]

Bulk Applying Billing Templates

In this guide we will cover: – What are Billing Templates? – How to Bulk Apply Billing Templates to Customers Related Guides: Billing Templates What are Billing Templates? Billing Templates are used to easily apply a set of billing rules to multiple customers. If you have multiple customers that follow the same billing rules a […]

Automated Tickets

In this guide we will cover: – What are Automated Tickets used for? – Configuring Automated Tickets Admin Guides: Automated Tickets Related Guides: Automated Tickets – Next Call Date What are Automated Tickets used for? Automated Tickets are created with the purpose of prompting relevant Agents of events such as: Agreements commencing/expiring. Customers Next call […]

Sending Invoices

In this guide we will cover: – How to determine which mailbox is used to send out invoices (set an mailbox override) – Sending Invoice Reminders – Choosing an Email Template Mailbox Overrides When sending invoices a mailbox override can be set on multiple levels so the mailbox it is sent out from changes depending […]

Recurring Invoices

In this guide we will cover: – What is a Recurring Invoice?  – Creating Recurring Invoices – Cloning Recurring Invoices – Tracking Changes – Inactive Recurring Invoices – Recurring Invoices on a Customer – Automatic Quantities Admin Guides:  Billing General Settings  Recurring Invoices What is a Recurring Invoice? Recurring Invoices are a list of entities […]

Issuing Products

In this guide we will cover: – How to issue products from a ticket – How to bill for these issued products – Printing Tickets with Issued Items How to Issue Products from Tickets The 'Issuing Products' feature allows you to add a product or multiple products to a ticket in order to bill a […]

Pulling Report Data into a PDF template

In this guide we will cover: – Adding a Report to a PDF Template – Filtering reports for a specific entity PDF templates are used to apply set formatting to various entities in Halo. The following entities can also have reporting data added to their template: Tickets Quotations Sales Orders Purchase Orders Invoices  Agreements  Assets […]

Deferred Revenue for Pre-Pay

In this guide we will cover: – Setting up Deferred Revenue – Setting Up a Project to have it's Revenue Deferred  – Invoicing the Project – Creating the Project – Recognising Revenue as work is completed – Invoicing from the Sales Order (v2.220) – Deferred Revenue for Down payments Halo has the ability to configure […]