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 What […]
Billing Integrations
Below are a list of useful integrations: Microsoft CSP Xero Integration Quickbooks Online Integration Sage50 Integration Sage200 Integration These are also located under https://halopsa.com/guides/ or https://support.haloservicedesk.com/portal/kb which will be useful resources during your implementation.
Group Invoice Lines by Product Group
In this guide we will cover: – How to have lines on an invoice grouped based on the product group they are in – Checking the group a product is in Within Halo, there is the option to categorise (group) lines on an invoice based on the product group set within Halo. To enable this […]
Introduction
This course will cover billing and the different ways to bill in HaloPSA. Fig 1. Billing Module When we refer to billing, we refer to the various ways in which you can generate invoices for chargeable work or products. Once these invoices are created in Halo they can be synced over to a 3rd party […]
Embed XML Attachments to Invoice PDFs
In this guide we will cover: – eInvoicing – How to embed an XML Attachment to an invoice PDF Note: This functionality is available as of v2.170+ eInvoicing Commencing January 1st 2025, the European Union will begin to implement eInvoicing. Compliance for this will be optional for 1 year. Commencing January 1st 2026, eInvoicing will […]
Example Pay As You Go Client
In this guide we will cover: – An Example agreement set up for a customer who has a pay as you go agreement This is an example of the setup required for a Pay As You Go (or break-fix) customer. In this example the client will be charged per hour for labour on charge rates […]
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 […]
Ready For Invoicing
In this guide we will cover: – What is the "Ready For Invoicing" area? – Filtering Invoices – Deleting and Editing Invoices The Ready for Invoicing page is an interactive dashboard that shows all entities that are waiting to be invoiced. This is where you will initiate the billing process, creating invoices that sync over […]
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 […]
Example PrePay 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 […]
