Automated Tickets – Next Call Date

In this guide we will cover: – How to create an automated ticket based on the Next Call Date field Within Halo, you can set up automated tickets to monitor the agreement next call date field. This is useful for setting up a date to be notified as to when you should contact clients regarding […]

Customising Invoice lines for a Project

In this guide we will cover: – How to customise how the labour lines for project work appear on the invoice, how they are grouped In Configuration > Billing > Invoice Creation, there is a setting for 'Grouping for Invoice lines (Project)'. Fig 1. Project grouping settings They will group the lines on the invoice […]

Billing Templates

In this guide we will cover: – What are Billing Templates? – Creating Billing Templates – Apply a Billing Template to a Customer – Updating Billing Templates Admin Guides: Billing Templates What are Billing Templates? Billing Templates are used to easily apply a set of billing rules to multiple customers. If you have multiple customers […]

Integrating Tech Data Reseller (Hardware data) with the Etilize Catalogue

In this guide we will cover: – What is the Tech Data Reseller Integration? – Setting up the Tech Data Reseller Module – Connecting Tech Data with Etilize – Adding Etilize Items to Quotations What is the Tech Data Reseller Integration? Tech Data Reseller can be integrated with Halo to browse up-to-date catalogue prices. Setting […]

Iframe Custom Tabs on Assets

In this guide we will cover: – Configuring the Custom Tab – Adding the Custom Tab to an Asset Type Configuring the Custom Tab Using Iframes within custom tabs will allow you to view a specified URL from within your asset. To add custom tabs to your assets you must navigate to Configuration > Custom […]

Asset Types/Groups

In this guide we will cover: – How to create an asset group – Assets vs Items – How to create a new asset Type Configuration settings Guides: Asset Types Asset Groups  Configuring asset types and groups will allow you to more readily view an organised list of your devices and will also allow you […]

Project Billing – Budget Types vs Charge Types

In this guide we will cover: – Billing a project using Charge Types – Billing a project using Budget Types  – Billing a project using a combination of Budget and Charge Types Billing a project using Charge Types Billing using charge types will bill labour on project and project task tickets using the rates you have […]

Project Billing – Time and Materials

In this guide we will cover: – Categorisation – Adding to Billing Rules – Restricting Category Values on Ticket Types – Issue Products on Tickets – Invoicing a Percentage of a Sales Order Admin Guides: Ticket Categorisation Advanced Settings Project Management General Settings Related Articles: Project Billing – Milestone Billing Project Billing- Budget types vs […]

Surveys

In this guide we will cover: –  What are Surveys? – Survey Custom Fields  – Configuring the Survey text variable – Adding the Survey link to the Ticket Closed email template – Configuring when Surveys are sent – End-User Confirmation Admin Guides:  Surveys Note: Any variable written in this guide is written with a hyphen between the […]

Database Lookup Example – Attaching the User’s Role to a Ticket.

In this guide we will cover:  – How to attach a user's role to a ticket using a database lookup One of the great features within Halo is the ability to populate fields on i.e. a ticket with information found in the database. This data is found using SQL queries which will return the information […]