Automated Tickets – Next Call Date

In this guide we will cover: – How to create an automated ticket based on the Next Call Date field Within Halo, you can set up automated tickets to monitor the agreement next call date field. This is useful for setting up a date to be notified as to when you should contact clients regarding […]

Billing Templates

In this guide we will cover: – How to create a billing template  – How to apply a billing template to a customer Associated Administrator Guide: Billing Templates How to create a Billing Template Creating billing templates: 18 minutes into this video:                     If you have the same billing template for multiple clients, changing the […]

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 Rules

In this guide we will cover: – How to bulk-apply billing rules to customers Bulk-applying billing rules to customers saves you from having to configure each customer's billing rules individually.  The Billing Templates will create an agreement if the customer does not have one, so it is recommended to create the agreements first. This can […]

Automated Tickets

In this guide we will cover: – What are Automated Tickets used for? – Configuring Automated Tickets Administrator 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 (v2.186.1+) – Choosing an Email Template (v2.204.1+) Mailbox Overrides When sending invoices a mailbox override can be set on multiple levels so the mailbox it is sent out from […]

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 Associated Admin Guides:  Billing General Settings  Recurring Invoices What is a Recurring Invoice? Recurring Invoices are a list of […]

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 […]