Awaiting Review/Ticket Review Processing

In this guide we will cover: – Enabling ticket review processing  – Filtering results in the Awaiting Review area – Approving/Rejecting time entries Enabling ticket review processing The Awaiting Review section of HaloPSA can be thought of as a 'holding area' where time entries can be reviewed and approved prior to them appearing in Ready […]

Using QR Codes on PDF Templates

How to include QR codes within PDF Templates + a specific use case: The Swiss QR Bill When generating PDF templates, you can include some specific HTML in order to render a QR code, returning data of your choice. The PDF Template Online Repository has an example of how this is implemented. From your PDF […]

Adding Extra Webhook Endpoints in Stripe for more dynamic Payment Syncing

In this guide we will cover: – Creating a Stripe Webhook The Stripe integration within Halo can update Invoice Payments records for the following events: Payment Success Payment Failure Payment Processing Payment Cancelled Payment Requires Action By default, everyone should have webhook subscriptions for both payment success and payment failure, however 'Processing', 'Cancelled' and 'Requires […]

Stripe Integration

In this guide we will cover: – What is the Stripe Integration? – How to connect to Stripe – Syncing Customers – Configuring Invoices Payment – Automatic Payments – Manual Payments – Making Payments – Have Customers Update their Own Payment Methods – Email Notifications/Confirmations for Payments What is the Stripe Integration? The Stripe integration […]

Bulk Applying Billing Templates

In this guide we will cover: – What are Billing Templates? – How to Bulk Apply Billing Templates to Customers Related 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 that follow the same billing rules a […]

Sage 200 Integration

In this guide we will cover: – What is the Sage 200 Integration? – Requirements – NetHelpDesk.Sage200Invoicer – Connecting to Sage – Importing – Invoicing  What is the Sage 200 Integration? The Sage 200 integration allows connection into Halo to create invoices, and the integration is 2-way for easy import of data. You can retrieve […]

Billing – Agreement Multiplier

In this guide we will cover: – What an agreement multiplier does – Setting them against a charge type – A worked example of the agreement consuming double the amount of time The agreement multiplier allows you to specify whether more hours get deducted from a customer's agreement hours depending on the charge type that […]

Dynamics Business Central Integration

In this guide we will cover: –  What is the Dynamics Business Central Integration? – Enabling the Integration – Creating an Azure Application – Connecting to Dynamics Business Central Companies – Imports – Setting a Default Company – Syncing to Dynamics Business Central – Applying Templates from Dynamics Business Central What is the Dynamics Business […]

QuickBooks Online Integration

In this guide we will cover: – What is the QuickBooks Online Integration? – Enabling the Module – Connecting to QuickBooks Online – Tax Rates – Customer Imports – Product/Item Imports – Suppliers – Syncing to QuickBooks Online – Automatic Sales Tax – Avalara and QuickBooks Online What is the QuickBooks Online Integration? The QuickBooks Online Integration […]

Sending Invoices

In this guide we will cover: – How to determine which mailbox is used to send out invoices (set an mailbox override) – Sending Invoice Reminders – Choosing an Email Template Mailbox Overrides When sending invoices a mailbox override can be set on multiple levels so the mailbox it is sent out from changes depending […]