Backing Up invoices with Data

In this guide we will cover: – How to add a Report to a PDF Template – Filtering reports for a specific entity – Example  When supplying various services to your customers such as security management, data backups, device management, remote support etc, the charge for these services may vary each month based on activity/usage […]

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 […]

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 […]