Integrations
Start a Trial
Book Demo
Book Demo
Start Trial

Now that's some serious power.

Halo x Fabio Wardley in Las Vegas

Learn More >

Now that’s some serious power.

Halo x Fabio Wardley

Learn More >

FAQ List: Billing

Invoice Statuses

Configuration > Billing > General Settings > View Invoice Statuses (v2.228+) Related Guides: Creating Invoices Field Type Description Name Text This will be the name of the Invoice Status. Allow syncing to 3rd party integrations Checkbox ("Only sync Invoices to 3rd party integrations on certain statuses" in Configuration > Billing > General Settings) If enabled, […]

Invoice Creation

Configuration > Billing > Invoice Creation  Related Guides: 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 for the invoice. Variables shown when selecting Tickets, Invoices or Pre-Pay in the drop-down […]

Labor and Travel

Configuration > Billing > Labor and Travel Related Guides: Tracking Travel Time and Time On-Site 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 […]

Currency

Configuration > Billing > Currency  Related Guides: Multi-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 if their currency is not selected manually. Currency Conversion Rate is inherited […]

Tax

Configuration > Billing > Tax Related Guides: Tax Rates 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 (Xero must be enabled) The selection made here will determine a default Sales Tax for […]

Billing Templates

Configuration > Billing > Billing Templates Related Guides: Billing Templates Bulk Applying Billing Templates Billing Template Creation Settings Field Type Description Name Free Text The name of the billing template Billing Rules Table Decide which charge rates etc should be attached to certain ticket types. This feature also allows you to decide what assets and […]

Expenses

Configuration > Billing > Expenses Related Guides: 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 […]

Accounts Codes

Configuration > Billing > Accounts Codes Note: If you are using the QuickBooks Online Integration, the accounts code module will not be available. This is because you will not need to create accounts codes in Halo as these will be pulled directly from QuickBooks Online.   Field Type Description Name Free Text The name of the […]

Charge Types

Configuration > Billing > Charge Types Related Guides: Charge Types Details Field Type Description Charge Rate Name Free Text The name of the Charge Rate returned throughout the UI. Use Single Select Two possible options: Labour & Travel. 'Use Travel Charge Rates' must be enabled to return the 'travel' option. Labour rates should be used […]

Tax Rates

Configuration > Billing > Tax > Tax Rates Related Guides: Tax Rates Note: 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. Field Type Description Name Free Text The name of […]