Creation Periods in Recurring Invoices

In this guide we will cover: – What is a Recurring Invoice? – Creation Periods in Recurring Invoices – Example: Using Creation Period Variables on a Recurring Invoice – Advanced Example: Invoicing Licences in Arrears but Support in Advance Admin Guides: Recurring Invoices Creation Periods allow you to create Recurring Invoices for different type of […]

Managing a Recurring Invoice’s Lines Quantity, Price and Cost for Subscriptions

In this guide we will cover: – How to have the quantity of a recurring invoice calculate based on subscription count  – Update Price/cost of items on recurring invoices from within the product How to have the quantity of a recurring invoice calculate based on subscription count  In order to manage recurring invoice lines linked […]

SLA Workdays

In this guide we will cover: – What are workdays/work hours used for? – Creating Workdays – Assigning Workdays to SLAs – Time Zones for SLA Workdays Admin Guides: Workdays Service Level Agreements What are workdays/work hours used for? Workdays/work hours are used for service level agreement tracking and agent time tracking. Workdays and working […]

Custom SQL Query for Licence/Subscription Count on Recurring Invoice Lines

In this guide we will cover: – How to use a custom SQL query to calculate the Licence/Subscription Count on Recurring Invoice Lines  Custom SQL queries can be used to calculate the quantity of invoice lines based on information from your database. This provides many more options and flexibility to how your invoice line quantities […]

Google Analytics in the Self-Service Portal

In this guide we will cover: – Setting up Google Analytics Setting up Google Analytics Google Analytics can be connected to your Halo Self Service portal, allowing you to track the traffic and user behaviour on the portal.  To set this up you will first need to obtain the measurement ID of your Google Analytics […]

Set which Agents can adjust the Billing Time and Recalculation of Billing on Tickets

In this guide we will cover: – How to give agents the permission to edit billable time and recalculate billing on an action Admin Guides: Agents There are two new permissions in Halo to dictate agents ticket and action level billing capabilities. The first option decides whether or not agents can recalculate billing on tickets […]

Internal Quote Approvals

In this guide we will cover: – Enabling Agent Quote Approvals – Approval Configuration – Determining which Agents can Approve Quotes – Simple Quote Approvals – Using Opportunity/Ticket Approvals  Admin Guides: Approval Processes Quotations Enabling Agent Quote Approvals In Configuration > Quotations, enable "Allow Quotations to be approved before being sent or Sales Orders created". […]

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.

Webhook To Trigger a Runbook

In this guide we will cover: – How to setup a webhook to trigger a runbook Within the Runbooks module of Halo you can generate a link to the runbook from which you can send payloads to. To begin configuring this, create a new runbook by navigating to Configuration > Integrations > Custom Integrations and […]

CRM Configuration

In this guide we will cover: – Overview on CRM Configuration – Opportunities – Quotations – Customising Quotes Admin Guides: General Settings Quotations While the CRM component of HaloPSA is important, it is not essential to an initial implementation. If you were tracking your opportunities outside of your PSA beforehand and were happy doing so, […]