Closure Procedures (End-User Closure Confirmation)

In this guide we will cover: – Default Closure Procedures – Enabling End-User Closure Confirmation Procedures – Closure Settings on Ticket Type – Email Templates – Configuring the Worked Example – Additional Features per Ticket Type -Closure Confirmation Procedures for Project tickets Default Closure Procedures Within Halo, the standard practice for closing tickets, is that the […]

Grouping Invoice Lines

In this guide we will cover: – How grouping for invoice lines is determined – Invoice Each Ticket Separately – Add Labour and Products from Tickets and Pre-Pay charges onto Recurring Invoices – Merge Sales Orders into One Invoice Per Client Admin Guides: General Settings There are several ways that you can group invoice lines […]

Connecting AI to Halo

In this guide we will cover: – How to connect AI to your Halo instance – AI Functionalities Before AI can be leveraged in your Halo instance you will first need to set up an AI connection. In this guide we will run through how to connect your Halo to various AI models.  For the […]

Quotation PDFs

In this guide we will cover: – Customising with HTML – Customising without HTML – Adding Columns to the Quote Table – Setting a Default PDF Template for Quotes – Formal Proposal Template – Adding Approval Signatures Admin Guides: Quotations PDF Templates  Related Guides: Creating Quotations Custom Fields  You can customise and change PDF Templates […]

Navigating the Quotes and Orders module

In this guide we will cover: – Different sections of the 'Quotes and Orders' module  – How to filter and sort results The Quotes and Orders module can be used for: Raising quotes/orders. Viewing open quotes/orders. Different sections of the 'Quotes and Orders' module  The quotes and orders module is split into four sections and […]

Ticket Views

In this guide we will cover: – Default Views (Agent Preference, Global Setting, Ticket Areas) – Tickets Viewing Options (By Team, By Ticket Type, All Tickets) – Custom Ticket Lists (My Lists) – Configure Tickets By Team View – How To get The "Add More Teams" Button To Display – Column Profiles – Mentioning Agents […]

Providing Access to your Knowledge Base

In this guide we will cover: – Setting Article access in the portal – Setting Article Owners Admin Guides: Knowledge Base Self Service Portal Setting Article Access in the Portal To allow access to the portal to log tickets, service requests, view service statuses, view knowledge base articles and approve/reject requests without requiring authentication, then […]

Introduction

This course will cover billing and the different ways to bill. 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 accounts integration […]

Pro Rata/Pro Rating on Recurring Invoices

In this guide we will cover: – Adding a Pro-Rata line to an Invoice – Pro-Rata for Manually Updated Recurring Invoice Lines – Pro-Rata for Automatically Updated Recurring Invoice Lines – Merging Pro-Rata Lines Admin Guides:  Recurring Invoices Adding a Pro-Rata line to an Invoice Pro Rata lines can be added by editing the line […]

Billing for Products

In this guide we will cover: – Adding Products to Quotations/Sales Orders – Invoicing for Products – Issuing Products on Tickets Admin Guides: Actions  Items & Stock Control Related Guides: Products Adding Products to Quotations/Sales Orders Products can be added to quotations and subsequently sales orders with the "Add Product" button. Fig 1. Add Product […]