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 Description […]

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 Academy Guides on our Support Portal 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 […]

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 lesson 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 […]

Surcharges

Configuration>Billing>Surcharges Check out the Academy Guides on our Support Portal for more information on billing, the same guides can be found on the HaloPSA Academy: Surcharges HaloPSA Academy – Surcharges Field Type Description Name Free Text The name of the Surcharge, returned throughout the UI. Rate Money The flat fee that is added to invoices, […]

Recurring Billing Profiles

Configuration > Billing > Recurring Billing Profiles Check out the Academy Guides on our Support Portal for more information on billing, the same guides can be found on the HaloPSA Academy: Recurring Billing Profiles HaloPSA Academy – Recurring Billing Profiles Field Type Description View/Edit XLS Profiles for Recurring Invoice Lines Button This opens up a […]

Contract (Agreement) Types

Configuration > Billing > Contract Types Field Type Description Name Free Text Determines the name of the Contract Type returned in the UI. This is used for reporting purposes, to see the services covered within a contract. Prefix Free Text When letting Halo generate Contract references (via clicking the 'Generate' button on the Contract details […]

Pre-Pay

Configuration > Billing > Pre-pay Check out the Academy Guides on our Support Portal for more information on billing, the same guides can be found on the HaloPSA Academy: Pre-Pay HaloPSA Academy – Pre-Pay Pre-pay Balance checks have been removed from this list as they are under review. Field Type Description Perform global pre-pay balance […]