Invoice Payments

In this lesson we will cover: – Viewing Paid vs Unpaid Invoices – Adding Payment Records to Invoices – Payment Notifications Viewing Paid vs Unpaid Invoices Once an Invoice has been generated in Halo the Payment Status of this Invoice can be tracked.  The 'Invoices' section of the Invoices module in Halo organises Invoices into […]

Invoicing in Halo Explained

This article will explain how to prepare and generate invoices in the Halo web application. This guide assumes you have configured the required billing entities already (e.g. for the case of labour billing, you have set up charge rates, billing rules, actions, etc). This guide is therefore ideal for those moving over from billing in […]