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 […]

The Ready For Invoicing Area

In this guide we will cover: – What is the Ready For Invoicing area? – Subsections in the Ready for Invoicing Area – Filtering Invoices – Creating Invoices – Deleting and Editing Invoices What is the Ready for Invoicing area?  The Ready for Invoicing area is a subsection of the Invoices module. This area is used […]

Automating Quantities in Recurring Invoices

In this guide we will cover: – How to enable Auto-Quantity Calculation Functionality – Calculating Quantities from Licence Count – Calculating Quantities from User Count – Calculating Quantities from Asset Count If your agreements include 'Per Device', 'Per User' or 'Per Licence' charges, you will want to make use of auto-quantity calculations of recurring invoice […]

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 […]

Tax Rules

In this guide we will cover: – How to configure tax rules. – What can be filtered with. You can now configure tax rules to update the tax on Products, Product Bundles, etc. This will be useful for our US customers, due to the complex nature of applying tax on different items and how location […]

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 […]

Pre-Pay

In this guide we will cover: – Where and how to set up Pre-Pay for a customer – Use Pre Pay Amount instead of Pre Pay Hours – Recalculating Billing for Pre-Pay hours – Manually adjusting the amount of Pre-pay hours an action uses Admin Guides: Pre-Pay Where and how to set up Pre-Pay for […]

Recurring Billing Profiles (Import Recurring Invoice Lines)

In this guide we will cover: – What are Recurring Billing Profiles? – How to create a billing profile  – Importing Recurring Invoice Lines – Worked Example What are Recurring Billing Profiles?  Recurring Billing Profiles are used when importing recurring invoices lines into Halo from a csv file (spreadsheet). When importing lines each row in the […]

Exact Online Integration

In this guide we will cover: – Connecting Exact Online – Importing and Syncing Entities from Exact Online – Connect Multiple Exact Companies – Set Invoice numbers to be the same across Halo and Exact Online – Common Errors The Exact Online integration uses a one way sync to push data from Exact online into […]