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 […]
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 – Customise the Description of Pro-Rata Lines – Pro-Rata Configuration Options – Merging Pro-Rata Lines Admin Guides: Recurring Invoices Adding a Pro-Rata line to an […]
Custom Tabs
In this guide we will cover: – What are Custom Tabs? – Creating a Custom Tab – Adding a Custom Tab to a Ticket Type – Adding a Custom Tab to an Asset Type – Adding a Custom Tab to an Action – Adding Custom Tabs to the Navigation Menu – Other Uses tab Admin […]
Email to SMS
In this guide we will cover: – Compatible Email to SMS Providers – SMS Settings – Setting up an Action to send SMS – Sending SMS to Service Users Admin Guides: SMS Settings Compatible Email to SMS Providers HaloPSA will work with most Email to SMS providers as they follow a similar method for converting […]
Stock Control
In this guide we will cover: – Configuring Stock Control – Making a stock location – Stock control for Products – Stock Levels and Consignment Admin Guides: Items & Stock Control Related Guides: Stock Locations and Bins Purchase Orders Configuring Stock Control To enable stock tracking you will need to go to Configuration > Items […]