Charge Types

In this guide we will cover: – What is a Charge Type?   – How to Create and view Charge Types – Charge Type Overrides Admin Guides: Charge Types What is a Charge Type?  A charge type is a classification of work. Remote support and on-site support are both examples of different charge types. You […]

Automating Prices in Recurring Invoices

In this guide we will cover: – Update recurring invoice lines when Products are updated – How to have prices/costs on recurring invoices update automatically when the price/cost of an item is changed – How to update item and recurring invoice prices using product bundles – Set automatic percentage increases for invoice lines Update recurring […]

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 […]

Sage Intacct Integration

In this guide we will cover: – What is the Sage Intacct Integration? – Connecting to Sage – Tax Rates – Accounts – Importing Customers – Importing Products – Supplier Import – Currency  – Syncing Invoices, Credit Notes, Bills, Purchase Orders, and Sales Orders – Syncing Projects – Syncing with Sage Intacct  – Integrating when […]

Customising Invoice lines for a Project

In this guide we will cover: – How to customise how the labour lines for project work appear on the invoice, how they are grouped In Configuration > Billing > Invoice Creation, there is a setting for 'Grouping for Invoice lines (Project)'. Fig 1. Project grouping settings They will group the lines on the invoice […]

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 […]

Sage 50 Canada Integration

In this guide we will cover: – What is the Sage 50 Canada Integration? – Downloading the Application – Connecting the Application What is the Sage 50 Canada Integration? The Sage 50 (Canada) Integration allows Canadian-based Sage accounts to connect into Halo to sync invoices. Downloading the Application Download the latest Integrator Application from : […]

Sage 50 Canada Integration

In this guide we will cover: – Downloading the Application – Setting up the Integration Downloading the Application The Sage 50 Canada Desktop integration has recently moved to a new application that is run locally but connects to your Halo instance using the Halo API. It can be downloaded from https://s3.halopsa.com/HaloAccountsIntegrator.zip Setting up the Integration […]

Billing Rules (Formerly Billing Plan Combinations)

In this guide we will cover: – How to set up billing rules – Worked example – Checkboxes "User must be covered by the Agreement" and "Asset must be covered by the Agreement" – Checkbox "Allow other Customers Agreement's to be chosen" – Checking to see if the action was covered by the Agreements Hours […]

GoCardless Integration

In this guide we will cover: – What is the GoCardless Integration? – Enabling the Module – Customer Imports – Viewing Payments What is the GoCardless Integration? GoCardless can be integrated with Halo to import customers, assign custom fields to them, and sync payment statuses. The GoCardless integration with Halo does not currently support payment […]