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 […]

Multi-Currency

In this guide we will cover: – What is Multi-Currency? – Setting up multi-currency  – Updating conversion rates automatically – Determine what currency will be used (currency overrides)  – Viewing currency conversions on quotes/orders/invoices – Syncing invoices to Xero when using multi-currency What is Multi-Currency? Multi-currency allows you to create quotes, sales orders, purchase orders […]

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 […]

Backing Up invoices with Data

In this guide we will cover: – How to add a Report to a PDF Template – Filtering reports for a specific entity – Example  When supplying various services to your customers such as security management, data backups, device management, remote support etc, the charge for these services may vary each month based on activity/usage […]

Azure Consumption Billing (via Halo CSP Integration)

In this guide we will cover: – What is Azure consumption billing? – Configuring Azure Consumption Billing – Setting up invoices to use Azure consumption data – Setting up Invoices to use Azure Reserved Instances Data Related Guides: The CSP Integration Products Pre-requisites:  You must be on v2.176 or above of Halo A Tier 1/Direct […]

Expenses

In this guide we will cover: – What are expenses in Halo? – Configuring Expenses – Logging Expenses – Invoicing Expenses – Expense reviews  –  Reimbursing Expenses – Tracking Expenses – Auditing Expenses  – Export Expenses to CSV What are Expenses in Halo? Expenses are used to track and/or invoice additional costs associated with a […]

Credit Notes

In this guide we will cover: – What credit notes are used for – How to determine the ID of the credit note – How to raise a credit note – How to use a credit note – How to adjust credit lines – Syncing Credit Notes to accounting integrations – Voiding Credit Notes – […]

Sage 50 UK Integration

In this guide we will cover: – What is the Sage 50 UK Integration? – Downloading the Application – Setting up the Integration What is the Sage 50 UK Integration? The Sage 50 integration allows UK-based Sage accounts to connect to Halo and sync Customers, Products and Invoices.  Downloading the Application The Sage 50 UK […]

Halo Accounts Integrator Setup

In this guide we will cover: – Setting up the API Application The Halo Accounts Integrator is required to integrate with the following Accounting Software/Tools: Sage 50 UK – The Account Integrator has been updated as of v2.210.1+ to be compatible with Sage UK v32 (2026). Sage 50 Canada QuickBooks Desktop (All regions) The Halo […]

Invoicing 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 […]