Recurring Invoices

In this guide we will cover: – What is a Recurring Invoice?  – Creating Recurring Invoices – Generating Invoices using a Recurring Invoice – Cloning Recurring Invoices – Tracking Changes – Inactive Recurring Invoices – Recurring Invoices on a Customer – Automatic Quantities Admin Guides:  Billing General Settings  Recurring Invoices What is a Recurring Invoice? […]

Issuing Products

In this guide we will cover: – How to issue products from a ticket – How to bill for these issued products – Printing Tickets with Issued Items How to Issue Products from Tickets The 'Issuing Products' feature allows you to add a product or multiple products to a ticket in order to bill a […]

Deferred Revenue for Pre-Pay

In this guide we will cover: – Setting up Deferred Revenue – Setting Up a Project to have it's Revenue Deferred  – Invoicing the Project – Creating the Project – Recognising Revenue as work is completed – Invoicing from the Sales Order – Deferred Revenue for Down payments Halo has the ability to configure deferred […]

Fortnox Integration

In this guide we will cover: – What is the Fortnox Integration? – Enabling the Module – Fortnox Tenants – Connecting to Fortnox – Tax Rates – Product Imports – Customer Imports  – Accounts Codes Imports – Syncing to Fortnox – Errors Please note that you need a Fortnox Licence with a subscription of appropriate […]

QuickBooks Desktop Integration

In this guide we will cover: – What is the QuickBooks Desktop Integration? – Things to Note Before Setting Up  – Setting up the Integration  Related Guides: Halo Accounts Integrator Setup What is the QuickBooks Desktop Integration? The QuickBooks Desktop integration allows you to sync your invoices from Halo over to QuickBooks Desktop. Allowing you […]