Multi-Currency

In this guide we will cover: – What is Multi-Currency in Halo? – Setting up multi-currency  – Updating conversion rates automatically – Determine what currency will be used (currency overrides)  – Viewing currency conversions on quotes/orders/invoices – Syncing invoices to Xero when using multi-currency What is Multi-Currency in Halo? Multi-currency in Halo allows you to […]

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 […]

Set which Agents can adjust the Billing Time and Recalculation of Billing on Tickets

In this guide we will cover: – How to give agents the permission to edit billable time and recalculate billing on an action Admin Guides: Agents There are two new permissions in Halo to dictate agents ticket and action level billing capabilities. The first option decides whether or not agents can recalculate billing on tickets […]

Group Invoice Lines by Product Group

In this guide we will cover: – How to have lines on an invoice grouped based on the product group they are in – Checking the group a product is in Within Halo, there is the option to categorise (group) lines on an invoice based on the product group set within Halo. To enable this […]

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 Associated Administrator Guide: General Settings There are several ways that you can group invoice […]

Embed XML Attachments to Invoice PDFs

In this guide we will cover: – eInvoicing – How to embed an XML Attachment to an invoice PDF Note: This functionality is available as of v2.170+ eInvoicing Commencing January 1st 2025, the European Union will begin to implement eInvoicing. Compliance for this will be optional for 1 year. Commencing January 1st 2026, eInvoicing will […]

Ready For Invoicing

In this guide we will cover: – What is the ready for invoicing area – Filtering results in ready for invoicing – Deleting and Editing Invoices The Ready for Invoicing page is an interactive dashboard that shows all entities that are waiting to be invoiced. This is where you will initiate the billing process, creating […]

Tax Rules

In this guide we will cover: – How to configure tax rules. – What can be filtered with. You can now configure tax rules to update the tax on Products, Product Bundles, etc. This will be useful for our US customers, due to the complex nature of applying tax on different items and how location […]

Customising Invoice lines for a Project

In this guide we will cover: – How to customise how the labour lines for project work appear on the invoice, how they are grouped In Configuration > Billing > General Settings > Invoice Creation Settings, there is a setting for 'Grouping for Invoice lines (Project)'. Fig 1. Project grouping settings They will group the […]

Using QR Codes on PDF Templates

How to include QR codes within Halo PDF Templates + a specific use case: The Swiss QR Bill When generating PDF templates in Halo, you can include some specific HTML in order to render a QR code, returning data of your choice. The PDF Template Online Repository has an example of how this is implemented. […]