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FAQ List: Billing

Invoice Creation

Configuration > Billing > General Settings Configuration > Billing > Invoice Creation (v2.198.1+) Check out the guides for more information on Invoices. Creating Invoices Invoice Creation Variables Field Type Description Charge Type description Free Text When an invoice is generated for billable time, the contents of this field will be returned in the notes field […]

Labor and Travel

Configuration > Billing > General Settings Configuration > Billing > Labor and Travel (v2.198.1+) Charge Type Settings Field Type Description Enable Ticket review processing Checkbox When enabled, billable time added onto tickets move to a preliminary 'Awaiting Review' section of the invoices module. Time entries then need to be reviewed before moving into ready for […]

Currency

Configuration > Billing > Currency (v2.198.1+) Previous to this version, these settings are within Configuration > Billing > General Settings. Currency Field Type Description Use multiple currencies Checkbox Enabling this will allow the choice of currency at customer level. Default Currency Single Select If multiple currencies are being used, creating a customer will use this currency […]

Tax

Configuration > Billing > Tax Settings (v2.198.1+) Previous to this version, these settings are within Configuration > Billing > General Settings. Tax Settings Field Type Description Tax Rates Button This will take you to the list of tax rates in the system. Default sales tax to use for new Customers Single Select (v2.198.1+) (Xero must […]

Billing Templates

Configuration > Billing > Billing Templates Check out the Academy Guides on our Support Portal for more information on billing, the same guides can be found on the HaloPSA Academy: Billing Templates HaloPSA Academy – Billing Templates Billing Integrations Billing Rules (Formerly Billing Plan Combinations) Bulk Applying Billing Rules Billing Template Creation Settings Field Type […]

Expenses

Configuration > Billing > Expenses Field Type Description View/Edit Expense Types Button This opens up the Lookup Codes menu for creating Expense Types. These are simply descriptive for now, and as such only have a name. When this module is enabled, there will be a new table to add expenses to within the billing tab […]

Accounts Codes

Configuration > Billing > Accounts Codes NB: If you are using QuickBooks Online, this Module is unavailable. Guide: Xero Integration Accounts Codes Field Type Description Name Free Text The name of the Accounts Code, returned throughout the UI Code Float The specific Accounts Code, used primarily for billing integrations. Xero Tenant Single Select This single select option […]

Charge Types

Configuration > Billing > Charge Types Check out the guides for more information on billing, the same guides can be found on the HaloPSA Academy: Charge Types Travel HaloPSA Academy – Charge Types Details Field Type Description Charge Rate Name Free Text The name of the Charge Rate returned throughout the UI. Use Single Select […]

Tax Rates

Configuration>Billing>Tax Rates If Tax Rates are imported from QuickBooks Online, there can be a QuickBooks Online Tax rate and Tax Code associated with the Halo Tax Rate, these are configurable on the imported tax rate within  Configuration > Billing > Tax Rate Field Type Description Name Free Text The name of the Tax Rate, returned […]

Tax Rules

In this guide we will cover: – How to configure tax rules. – What can be filtered with. You can now configure tax rules to update the tax on Products, Product Bundles, etc. This will be useful for our US customers, due to the complex nature of applying tax on different items and how location […]