Tax Rates

In this guide we will cover: – What are Tax Rates? – Configuring Tax Rates – Tax Rate hierarchy – Composite Tax Admin Guides Tax Rates Related Guide Tax Code Types Tax Rules Xero Integration QuickBooks Online Integration What are Tax Rates? A Tax Rate is a percentage charge applied per billable Item on an […]

Merging Invoices

In this guide we will cover: – What is Invoice Merging? – Configuring which Invoices Merge  – Merging/Grouping Invoice lines What is Invoice Merging? Invoice merging in Halo allows you to have invoices for different entities (Sales orders, labour, pre-pay etc.) but the same customer/site merged together automatically when they are created from the Ready […]

Peppol e-Invoicing via Tickstar

In this guide we will cover: – What is Peppol e-Invoicing via Tickstar? – Installing the Integration – Authentication Configuration – Integration Customisation – Enabling the Integration – Invoicing Syncing and Error Logs What is Peppol e-Invoicing via Tickstar? Peppol e-Invoicing via Tickstar allows you to configure the Peppol (Pan-European Public Procurement Online) e-Invoicing integration […]

Tax Code Types

In this guide we will cover: – Types of Tax Code – What Each Type Sets This guide will cover each Tax Code that can be set within the system, where it is set, and when it is used. Tax Codes Where is it set? Related to an Integration? When is it used? Item tax […]

Down Payments

In this guide we will cover: – Setting a Down Payment Product – Creating a Down Payment Invoice – Improved Method of Creating a Down Payment Invoice Down payments in Halo allow you to take down payments/deposits for work (projects) without having the revenue recognised yet, deferring the revenue. The payment can be taken for […]

Invoice Approvals

In this guide we will cover: – What are Invoice Approvals? – Enabling Invoice Approvals – Allowing Agents to Approve – Requesting Approval What are Invoice Approvals? Invoice approvals allow an agent from a select list to accept or reject the contents of an invoice, and this could also delay the sync to an accounting […]

Bills

In this guide we will cover: – What are Bills? – Creating a Bill – Generating a Bill PDF Related Guides: Xero Integration What are Bills? Bills are essentially a purchase order invoice within Halo. They allow you to create an invoice in relation to a purchase order for any payments you are expecting to […]

Creating Invoices

In this guide we will cover: – Ad-Hoc Invoicing – Invoicing from an Opportunity/Ticket – Invoicing from a Recurring Invoice – Automated Quantity Billing – Labour Billing – Invoice to another Client – Invoice Statuses (v2.228.1+)   There are multiple different methods to invoice customers within Halo, and this guide will walk-through how each works. […]

Multi-Currency

In this guide we will cover: – What is Multi-Currency? – Setting up multi-currency  – Updating conversion rates automatically – Have Invoices Inherit the Conversion rate from the Sales Order or Recurring Invoice – Determine what currency will be used (currency overrides)  – Viewing currency conversions on quotes/orders/invoices – Syncing invoices to Xero when using […]

Credit Notes

In this guide we will cover: – What credit notes are used for – How to determine the ID of the credit note – How to raise a credit note – How to use a credit note – How to adjust credit lines – Syncing Credit Notes to accounting integrations – Voiding Credit Notes – […]