How to add Images to Quotations

In this guide we will cover: – Changing the Product Icon – Adding an Image against a Product – Setting up the Quote Template to Show Product Images Changing the Product Icon To change the image that appears next to the item's name, select the icon next to the name. Now you will be prompted to […]

Tiered Pricing

In this guide we will cover: – What is Tiered Pricing? – Setting Tiered Pricing on an Item – Quotation/Sales Order/Invoice Process – Tiered Pricing on Recurring Invoices Admin Guides: General Settings (Billing)  Items & Stock Control Related Guides: Creating Quotations  Sales Orders What is Tiered Pricing? Tiered pricing allows the price of the item […]

Reporting Variables

List of the dynamic variables that can be used in the reporting suite  $USERID $SITEID $CLIENTID $FAULTID $INVOICEID $QUOTEID $CONSIGNMENTID $CONTRACTID $AGENTID

Filtering responses via the ‘datesearch’ query parameter

In this guide we will cover: – Using the 'datesearch' Query Parameter – Relevant Endpoints – Example Using the 'datesearch' Query Parameter When querying the API, the response can return a filtered list of entities based on a date range. This can be done via the application of 3 query parameters: datesearch, start_date and end_date. […]

Meter Billing

In this guide we will cover: – What is Meter billing and when is it used – How to configure an invoice to bill using meter readings  – Logging and Viewing Meter readings – Importing invoice lines as meters  What is Meter Billing and when is it used? Meter Billing in Halo allows you to […]

Link a User to an Action

In this guide we will cover: – Variables on Actions – Using Variables in Links Variables on Actions Within Halo you can use a dollar variable to link users to an action. There are default attachment options at the action level, so the use case may be you need the customer to sign for something, […]

Contract/Agreement Rules

In this guide we will cover: – Creating Contract Rules Admin Guides: Agreements (Contracts) Related Guides: Creating an Agreement/Recurring Invoice for a customer Note: In Halo the terms 'contract' and 'agreement' are used interchangeably.  Contract rules are used to automatically assign a new user to an existing contract based on set criteria. Making new user […]

Importing Opportunity Tickets

In this guide we will cover: – Importing Opportunities Created for Existing Customers – Importing Opportunities Created for New Customers (For customers not created in Halo yet) One of the ticket imports that can be done within Halo is for opportunity tickets that are regarding new clients. The opportunity import will change depending on whether […]

Starting a Workflow from an Action

In this guide we will cover: – Setting a Workflow on an Action – Use on a Ticket Admin Guides: Actions Workflows Setting a Workflow on an Action In Configuration > Tickets > Actions, you can select the action you wish to apply this to. Under the Details tab of the action, there is a […]

Quote Approved Workflow Automation

In this guide we will cover: – Setting the Quotation Automations on a Workflow – Use on a Ticket Admin Guides: Quotations Workflows Related Guides: Modifying and Adding Workflows Setting the Quotation Automations on a Workflow  In Configuration > Tickets > Workflows, choose the workflow you wish to add the automations to. Fig 1 shows […]