Tax Rates

In this guide we will cover: – What are Tax Rates? – Configuring Tax Rates – Tax Rate hierarchy – Composite Tax Admin Guides Tax Rates Related Guide Tax Code Types Tax Rules Xero Integration QuickBooks Online Integration What are Tax Rates? A Tax Rate is a percentage charge applied per billable Item on an […]

Merging Invoices

In this guide we will cover: – What is Invoice Merging? – Configuring which Invoices Merge  – Merging/Grouping Invoice lines What is Invoice Merging? Invoice merging in Halo allows you to have invoices for different entities (Sales orders, labour, pre-pay etc.) but the same customer/site merged together automatically when they are created from the Ready […]

Peppol e-Invoicing via Tickstar

In this guide we will cover: – What is Peppol e-Invoicing via Tickstar? – Installing the Integration – Authentication Configuration – Integration Customisation – Enabling the Integration – Invoicing Syncing and Error Logs What is Peppol e-Invoicing via Tickstar? Peppol e-Invoicing via Tickstar allows you to configure the Peppol (Pan-European Public Procurement Online) e-Invoicing integration […]

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  Functionality outlined in this guide is available as of v2.210+ of Halo.   What are Asset Meters? Meter billing in Halo allows you to bill customers for a […]

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 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 also […]

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 […]