Contract (Agreement) Types

Configuration > Billing > Contract Types Field Type Description Name Free Text Determines the name of the contract/agreement type. This is used for reporting purposes, to easily see how a contract/agreement is categorised. Typically agreement types will be named based on the services included in this agreement, actual services will not be linked, this is […]

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 […]

Recurring Invoices

Configuration > Billing > Recurring Invoices Check out the guides for more information on billing, the same guides can be found on the HaloPSA Academy: Recurring Invoices HaloPSA Academy – Recurring Invoices The Academy course covers automating quantities on recurring invoices, Pro-rata, and much more. General Settings Field Type Description Automatically create recurring invoices Checkbox […]

General Settings

Configuration > Billing > General Settings Check out the  guides, these can also be found on the HaloPSA Academy: Invoice Grouping Travel Awaiting Review/Ticket Review Processing 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 […]