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 in Halo Explained

This article will explain how to prepare and generate invoices in the Halo web application. This guide assumes you have configured the required billing entities already (e.g. for the case of labour billing, you have set up charge rates, billing rules, actions, etc). This guide is therefore ideal for those moving over from billing in […]

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 Note: This is available from v2.176.1 onwards. Enabling Recurring Invoice Approvals In Configuration > Billing > Recurring Invoice Approvals, enable approvals […]

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 Rules

In this guide we will cover: – How to bulk-apply billing rules to customers Bulk-applying billing rules to customers saves you from having to configure each customer's billing rules individually.  The Billing Templates will create an agreement if the customer does not have one, so it is recommended to create the agreements first. This can […]

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 Administrator 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 […]