Charge Type Overrides Explained

In this guide we will cover: – The charge type hierarchy – Overriding charge type rates – Worked example Charge Type Hierarchy  The default hierarchy used for Charge Types is as follows (with ticket type overriding all): Ticket Type Action Agent With the charge type applied on an action and the setting "Charge Type will […]

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 […]

Surcharges

In this guide we will cover: – Using Surcharges in HaloPSA – Enabling & Creating Surcharges – Selecting the Surcharge to Apply for a Client – Surcharges in Action – Set Surcharge Limit Associated Admin Guide: General Settings HaloPSA provides the option to use Surcharges, such that you can invoice respective clients accurate amounts. In […]

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 […]

Tracking Travel Time and Time On-Site

In this guide we will cover: – Enable Tracking Travel and Distance  – Billing for Travel Time/Mileage Halo allows for both Travel Time and Mileage to be tracked and billed for. In general, MSP's tend to track travel time or distance travelled, although it is possible in Halo, tracking both is uncommon. Enabling Tracking Travel […]

Pre-Pay

In this guide we will cover: – Where and how to set up Pre-Pay for a customer – Use Pre Pay Amount instead of Pre Pay Hours – Recalculating Billing for Pre-Pay hours Associated Admin Guide: Pre-Pay Where and how to set up Pre-Pay for a Customer Halo provides the option to allocate Pre-Pay time […]

Charge Types

In this guide we will cover: – What is a Charge Type?   – How to Create and view Charge Types – Charge Type Overrides Associated Administrator Guide: Charge Types What is a charge type?  A charge type is a classification of work. Remote support and on-site support are both examples of different charge types. […]

Awaiting Review/Ticket Review Processing

In this guide we will cover: – Enabling ticket review processing  – Filtering results in the Awaiting Review area – Approving/Rejecting time entries Enabling ticket review processing The Awaiting Review section of HaloPSA can be thought of as a 'holding area' where time entries can be reviewed and approved prior to them appearing in Ready […]

Issuing Products

In this guide we will cover: – How to issue products from a ticket – How to bill for these issued products – Printing Tickets with Issued Items How to Issue Products from Tickets The 'Issuing Products' feature allows you to add a product or multiple products to a ticket in order to bill a […]

Deferred Revenue for Pre-Pay

In this guide we will cover: – How to set up Deferred Revenue – Invoicing for Deferred Revenue Halo has the ability to configure deferred revenue for Pre-Pay, with expansions beyond this in the near future. This is designed to handle the scenario in which you have taken payment for a service and the revenue […]