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 HaloPSA allows for both Travel Time & Mileage to be tracked & billed for. In general, MSP's tend to track travel time or distance travelled, although it is possible in Halo, tracking both is uncommon. The very first […]

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 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 against your end-users. Pre-pay time can […]

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 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 customer for them. This is typically […]

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 […]