Contract Schedules

In this guide we will cover: – Pre-requisites – Schedule Overview – Schedule Hours – Email Settings – Schedule Plan Contract schedules allow you to schedule recurring meetings/work that is covered by, or occur as part of, a contract. The number of hours allocated to this work/meetings can be set, then meetings can be scheduled […]

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 […]

Creating an Agreement/Recurring Invoice for a customer

In this guide we will cover: – Creating the Agreement – Creating the Recurring Invoice – Creating Invoices – Editing the Agreement View – Expiry Reminders Note: Throughout this guide and Halo the terms 'agreement' and 'contract' are used interchangeably.  This guide covers contracts/agreement functionality for customers using HaloPSA. For customers using HaloITSM check out […]

Example Pay As You Go Client

In this guide we will cover: – An Example agreement set up for a customer who has a pay as you go agreement  This is an example of the setup required for a Pay As You Go (or break-fix) customer. In this example the client will be charged per hour for labour on charge rates […]

Signing Contracts/Agreements

In this guide we will cover: – How to Use the Contract Signing Functionality – Secure Signing Admin Guides: Agreements (Contracts) Related Guides: Creating an Agreement/Recurring Invoice for a Customer Note: Within Halo the terms 'contract' and 'agreement' are used interchangeably.  How to Use the Contract Signing Functionality When a customer contract is proposed or […]

Example Combination Client

In this guide we will cover: – An Example agreement set up for a customer who has a combination agreement This is an example of a client that is billed in a different way, where some things are covered, and others are not. Fig 1. Combination Billing Rules In The Above Example The Client Has […]

Example Pre-Pay Client

In this guide we will cover: – An Example agreement set up for a customer who has a Pre-Pay agreement This is a setup for a client with a Pre-paid block of hours. For example, the client can purchase 10 hours that will expire on a given date but will last up until that date […]

Example All You Can Eat Agreement Client

In this guide we will cover: – An Example on how to set up an agreement for a customer who has an all you can eat agreement In this example we will run through the setup for a customer who has an all you can eat agreement. This means that they can use the service […]

Automated Tickets – Next Call Date

In this guide we will cover: – How to create an automated ticket based on the Next Call Date field Within Halo, you can set up automated tickets to monitor the agreement next call date field. This is useful for setting up a date to be notified as to when you should contact clients regarding […]

Billing Templates

In this guide we will cover: – What are Billing Templates? – Creating Billing Templates – Apply a Billing Template to a Customer – Updating Billing Templates Admin 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 […]