Creating an Agreement/Recurring Invoice for a customer

In this guide we will cover: – Creating the Agreement – Creating the Recurring Invoice – Creating Invoices – Editing the Agreement View – Expiry Reminders Note: Throughout this guide and Halo the terms 'agreement' and 'contract' are used interchangeably.  This guide covers contracts/agreement functionality for customers using HaloPSA. For customers using HaloITSM check out […]

Updating On-Prem instance URL

To update your web app URL, make sure you have the HTTPS certificate for the URL you wish to move to installed on your web server and available in IIS. Configure a DNS record configured on your domain to direct traffic going to your new URL, to your web server. Configure a HTTPS binding on […]

ALSO Integration

In this guide we will cover: – What is the ALSO Integration? – Connecting to ALSO  – Importing Customers – Importing Subscriptions – Importing on a Schedule Related Guides: Licences/Subscriptions Overview What is the ALSO Integration? Halo can integrate with ALSO to import customers and their subscriptions from ALSO into Halo. Customers and subscriptions can […]

Embed XML Attachments to Invoice PDFs

In this guide we will cover: – eInvoicing – How to embed an XML Attachment to an invoice PDF 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 be made mandatory for all customers in the […]

Qualification Matching

Configuration > Teams & Agents > Qualification Matching Related Guides: Distributing Tickets in Halo (Intelligent Routing, Load Balancing, Round Robin, Qualification Matching) Details Field Type Description Qualification Name Free Text The name of the Qualification. Weighting Integer The weighting of the Qualification determines the position of the Agent in the assignable list, should a certain […]

Updating Workflow Step Based on the Stage that is Clicked

In this guide we will cover: – Setting up Chevron view – Editing the Workflow – Using on a Ticket Within the Details tab of the workflow, you can add in the step you would like to move to if the chevron view is enabled and a stage of the workflow progress visual is clicked […]

Supplier Agreements

Configuration > Supplier Contracts Related Guides: Supplier Agreements/Contracts Field Type Description Supplier Contracts Default Column Profile Single Select The column profle selected here will be used as a default for anyone viewing the Supplier Contracts page. This can then be overriden per Agent at their convenience. Configure Column Profiles Button This will take you to […]

Setting up the “Instances” area for On-Prem Halo Instances

The Instances area in Halo allows you to see config changes to each of your Halo instances and push config changes from UAT to Production. This is available automatically in Hosted Halo, but for On-Prem Halo this works a little different and requires some manual set up. To use this feature with On-Prem Halo, each […]

PagerDuty Integration

In this guide we will cover: – What is the PagerDuty Integration? – How to set up the PagerDuty integration  What is the PagerDuty Integration? PagerDuty can be integrated with your Halo instance to have incidents sync between PagerDuty and Halo. This integration syncs two-way so updates in Halo will sync over to PagerDuty and […]

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 […]