Use AI to Analyse Business Performance

In this guide we will cover: – How can AI be used to Analyse Business Performance – Overview of the Process – Customise this process This functionality is only available out-of-the-box to customers using HaloPSA, if you are using another Halo product and would like to use this functionality please contact our support team.  How […]

PDF Templates

In this guide we will cover: – What are PDF Templates in Halo? – How to Customise your PDF templates – Who can configure PDF Templates? – XML Ticket Templates What are PDF Templates in Halo? PDF templates are used when printing or generating PDFs for various entities within Halo. This allows those entities to […]

Consignment PDFs

In this guide we will cover: – How to create PDF templates for Consignments – How to set the PDF template as default Create and edit consignment PDF Templates In Configuration > Reporting > PDF Templates, select type "Consignments" on the dropdown at the top. Fig 1. Consignments type on PDF Templates The full list […]

HTML for ‘Today’s Date’

HTML for 'Today's Date' for use in PDF template.  <p><b>Date:</b> <span id="p1"></span>         <script> var date = new Date();                 var current_date = date.getDate()+"/"+(date.getMonth()+1)+"/"+date.getFullYear();                 document.getElementById("p1").innerHTML = current_date; </script> </p>

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 […]

Composite Reports

In this guide we will cover: – Creating and Selecting Reports – Customising SQL with $-Variables – Building the Composite Report – Appending/Prepending a PDF – Appearance Tab – Reports Table – Formatting the Composite Report – End-User Access – Scheduled Emails Composite reports in Halo allow you to present multiple reports to your clients […]

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 […]

Pulling Report Data into a PDF template

In this guide we will cover: – Adding a Report to a PDF Template – Filtering reports for a specific entity PDF templates are used to apply set formatting to various entities in Halo. The following entities can also have reporting data added to their template: Tickets Quotations Sales Orders Purchase Orders Invoices  Agreements  Assets […]

Adding a page break (page-break) in the HTML for PDF documents (IronPDF)

https://ironpdf.com/docs/questions/html-to-pdf-page-breaks/ You can force a page break with this <div style='page-break-after: always;'> </div>   avoid breaks with this <div style='page-break-inside: avoid'>. <img src='no-break-me.png'></div> OR <style type="text/css">     table { page-break-inside:auto }     tr    { page-break-inside:avoid; page-break-after:auto }     thead { display:table-header-group }     tfoot { display:table-footer-group } </style>