Invoice Payments

In this lesson we will cover: – Viewing Paid vs Unpaid Invoices – Adding Payment Records to Invoices – Payment Notifications Viewing Paid vs Unpaid Invoices Once an Invoice has been generated in Halo the Payment Status of this Invoice can be tracked.  The 'Invoices' section of the Invoices module in Halo organises Invoices into […]

Contracts

How to create customer contracts in Halo. Related Articles: Importing your data Supplier Contracts Assets Client contracts are used to track a specific agreement you have with a customer in regards to the service you provide them. For example, how much you charge the customer per period and what service level agreement (SLA) you work […]

Invoicing Explained

In this article we will cover: – Enabling Billing from Halo – Adding a Recurring Invoice – Contacts and Automation – Creating Invoices manually – Deleting and Editing invoices  – Third Party Accounts Systems This guide assumes you have configured the required billing entities already (e.g. for the case of labour billing, you have set […]

Recurring Invoice Approvals

In this guide we will cover: – Enabling Recurring Invoice Approvals – Creating an Approval Process – Following the Approval Process Admin Guides: Approval Processes Recurring Invoices Related Guides: Approval Processes Overview Recurring Invoices Enabling Recurring Invoice Approvals In Configuration > Billing > Recurring Invoice Approvals, enable approvals with the "Enable Recurring Invoice Approvals" checkbox, […]

Contract/Agreement Rules

In this guide we will cover: – Creating Contract Rules Admin Guides: Agreements (Contracts) Related Guides: Creating an Agreement/Recurring Invoice for a customer Note: In Halo the terms 'contract' and 'agreement' are used interchangeably.  Contract rules are used to automatically assign a new user to an existing contract based on set criteria. Making new user […]

Bulk Applying Billing Templates

In this guide we will cover: – What are Billing Templates? – How to Bulk Apply Billing Templates to Customers Related Guides: Billing Templates What are Billing Templates? Billing Templates are used to easily apply a set of billing rules to multiple customers. If you have multiple customers that follow the same billing rules a […]

Billing – Agreement Multiplier

In this guide we will cover: – What an agreement multiplier does – Setting them against a charge type – A worked example of the agreement consuming double the amount of time The agreement multiplier allows you to specify whether more hours get deducted from a customer's agreement hours depending on the charge type that […]

Pre-Pay

This guide outlines how to apply pre-pay at the client level and globally within Halo. Related articles: Invoicing in Halo Halo provides the option to allocate Pre-Pay time against your end-users, with the option of time logged against them used from a bank of 'Pre-Pay' time.  Against each client you will find the 'Pre-Pay' tab: […]

Automated Tickets

In this guide we will cover: – What are Automated Tickets used for? – Configuring Automated Tickets Admin 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 […]