Adding Extra Webhook Endpoints in Stripe for more dynamic Payment Syncing

In this guide we will cover: – Creating a Stripe Webhook The Stripe integration within Halo can update Invoice Payments records for the following events: Payment Success Payment Failure Payment Processing Payment Cancelled Payment Requires Action By default, everyone should have webhook subscriptions for both payment success and payment failure, however 'Processing', 'Cancelled' and 'Requires […]

Receiving Stock for Serialised Products & Delivering to the Customer

In this guide we will cover: – An Example of How to Update Stock Quantity – Marking a Site as a Stock Location – Asset Matching Field – Asset Serialisation Field – Example – Adding Assets at the point of Receiving Stock – Only receive stock once SKU has been validated – Delivering Your Stock – […]

Stripe Integration

In this guide we will cover: – What is the Stripe Integration? – How to connect to Stripe – Syncing Customers – Configuring Invoices Payment – Automatic Payments – Manual Payments – Making Payments – Have Customers Update their Own Payment Methods – Email Notifications/Confirmations for Payments What is the Stripe Integration? The Stripe integration […]

Ticket Rules

In this guide we will cover: – Ticket Rules – Creating a Ticket Rule    – Criteria – Outcomes – Notifications – Adding OLAs – Manual Ticket Rules – Monitoring Rules Applied to Tickets – Useful Ticket Rule Example Admin Guides:  Tickets General Settings Ticket Types Ticket Rules Ticket Rules Ticket rules are a way […]

Bulk Applying Billing Templates

In this guide we will cover: – What are Billing Templates? – How to Bulk Apply Billing Templates to Customers Related 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 that follow the same billing rules a […]

Addigy Integration

In this guide we will cover: – What is the Addigy Integration? – Connecting Halo to Addigy – Import Assets Automatically on a schedule – Alerting What is the Addigy Integration? Addigy can be integrated with Halo to sync assets and generate alert tickets. Assets can be imported on a recurring schedule using the Halo […]

Agent Resource Booking

In this guide we will cover: – Agent Resource Booking Configuration – Ticket Type Configuration – Resource Booking via the Self-Service Portal – Linking to the Resource Booking screen via an Email Agent resource booking allows your technicians to send links to Customers directly & allows Customers to find a suitable time to book an […]

Ticket/Client Areas

In this guide we will cover: – What are Ticket Areas? – Configuring Ticket Areas – Navigation Menu Layout – Creating Navigation Profiles for Other Entities – Override the Screen Layouts Per Agent – Override the Screen Layout Profile Per Customer – Split Customer Level Tickets Tab Per Ticket Area – Option to Pin the Details Tab to the […]

Sage 200 Integration

In this guide we will cover: – What is the Sage 200 Integration? – Requirements – NetHelpDesk.Sage200Invoicer – Connecting to Sage – Importing – Invoicing  What is the Sage 200 Integration? The Sage 200 integration allows connection into Halo to create invoices, and the integration is 2-way for easy import of data. You can retrieve […]

Using “Drag and Drop”

How to use the "Drag and Drop" functionality throughout the Halo web-app. Drag and Drop The drag and drop functionality makes re-assigning tickets quick and easy. When viewing a ticket screen such as the one below, click and hold the left mouse whilst moving to drag and drop the ticket over an agent's name or […]