Asset Meters

In this guide we will cover: – What are Asset Meters? – Setting up Asset Meters – Taking Meter Readings – How to bill for Asset Meters  What are Asset Meters? Meter billing in Halo allows you to bill customers for a product/service based on their usage of it, with the price changing dynamically based […]

Tax Code Types

In this guide we will cover: – Types of Tax Code – What Each Type Sets This guide will cover each Tax Code that can be set within the system, where it is set, and when it is used. Tax Codes Where is it set? Related to an Integration? When is it used? Item tax […]

Avalara Integration

In this guide we will cover: – Enabling the Avalara Module – Connecting to Avalara – Importing Customers – Syncing Entities – Voiding an Invoice – Excluding Customers (v2.202.1+) What is the Avalara Integration? The Avalara integration allows you to complete a two way sync of customers between your Halo and Avalara instance. You can […]

Down Payments

In this guide we will cover: – Setting a Down Payment Product – Creating a Down Payment Invoice – Improved Method of Creating a Down Payment Invoice (v2.208.1+) Down payments in Halo allow you to take down payments/deposits for work (projects) without having the revenue recognised yet, deferring the revenue. The payment can be taken […]

Invoice Approvals

In this guide we will cover: – What are Invoice Approvals? – Enabling Invoice Approvals – Allowing Agents to Approve – Requesting Approval What are Invoice Approvals? Invoice approvals allow an agent from a select list to accept or reject the contents of an invoice, and this could also delay the sync to an accounting […]

Manually adjusting billable time and re-calculating billing for labour

In this guide we will cover: – Manually adjusting billable time on actions – Set who can re-calculate billing – Recalculating Billing – Excluding actions from re-calculate billing As agents complete actions/time on tickets, this time spent (labour) will bill the customer automatically in line with their billing rules. The way in which an action […]

Bills

In this guide we will cover: – What are Bills? – Creating a Bill – Generating a Bill PDF Related Guides: Xero Integration What are Bills? Bills are essentially a purchase order invoice within Halo. They allow you to create an invoice in relation to a purchase order for any payments you are expecting to […]

Creating Invoices

In this guide we will cover: – Ad-Hoc Invoicing – Invoicing from an Opportunity/Ticket – Invoicing from a Recurring Invoice – Automated Quantity Billing – Labour Billing – Invoice to another Client There are multiple different methods to invoice customers within Halo, and this guide will walk-through how each works. Ad-Hoc Invoicing Note: This is […]

Licences/Subscriptions Overview

In this guide we will cover: – The Difference Between Licences and Subscriptions – Adding Licences/Subscriptions to Customers – Linking Licences/Subscriptions to Assets – Automatic Billing Quantities  – Viewing Change History – Adding Attachments Related Guides: Custom SQL Query for Licence/Subscription Count on Recurring Invoice Lines Managing a Recurring Invoice's Lines Quantity, Price and Cost […]

Charge Type Overrides Explained

In this guide we will cover: – The charge type hierarchy – Overriding charge type rates – Worked example Charge Type Hierarchy  The default hierarchy used for Charge Types is as follows (with ticket type overriding all): Ticket Type Action Agent With the charge type applied on an action and the setting "Charge Type will […]