Asset Meters

In this guide we will cover: – What are Asset Meters? – Setting up Asset Meters – Taking Meter Readings – How to bill for Asset Meters  What are Asset Meters? Meter billing in Halo allows you to bill customers for a product/service based on their usage of it, with the price changing dynamically based […]

Licences/Subscriptions Overview

In this guide we will cover: – The Difference Between Licences and Subscriptions – Adding Licences/Subscriptions to Customers – Linking Licences/Subscriptions to Assets – Automatic Billing Quantities  – Viewing Change History – Adding Attachments Related Guides: Custom SQL Query for Licence/Subscription Count on Recurring Invoice Lines Managing a Recurring Invoice's Lines Quantity, Price and Cost […]

Automatic Percentage Increase on Recurring invoices

In this guide we will cover: – Set default automatic percentage increases for invoice lines (RPI percentage) – How to set a Percentage increase per Recurring Invoice  – Override Increase Per Line – Hierarchy of increase period/percentage Set default automatic percentage increases for invoice lines (RPI percentage) An automatic percentage increase can be applied to […]

Calculating Asset Quantities from SQL Query

Example below select count(did) as [Quantity] from device left join  xtype on ttypenum = dtype where dsite in (select ssitenum from site where sarea= (select ihaarea from invoiceheader where ihid=$INVOICEID))and (tdesc like '%Workstation%' OR tdesc like '%IPSec Tunnel%') and tdesc NOT like '%Switch%'

Managing Recurring Invoices/Recurring Invoice Lines

Within Halo a recurring invoice can be thought of as a template for invoices to be generated from. They are used to bill your customers on a recurring period for their subscribed packages such as Backup, security, threat detection, or VoIP. Halo's recurring invoices can also be used for telecommunications billing, updating the list of […]

Meter Billing

In this guide we will cover: – What is Meter billing and when is it used – How to configure an invoice to bill using meter readings  – Logging and Viewing Meter readings – Importing invoice lines as meters  What is Meter Billing and when is it used? Meter Billing in Halo allows you to […]

Creation Periods in Recurring Invoices

In this guide we will cover: – What is a Recurring Invoice? – Creation Periods in Recurring Invoices – Example: Using Creation Period Variables on a Recurring Invoice – Advanced Example: Invoicing Licences in Arrears but Support in Advance Admin Guides: Recurring Invoices Creation Periods allow you to create Recurring Invoices for different type of […]

Managing a Recurring Invoice’s Lines Quantity, Price and Cost for Subscriptions

In this guide we will cover: – How to have the quantity of a recurring invoice calculate based on subscription count  – Update Price/cost of items on recurring invoices from within the product How to have the quantity of a recurring invoice calculate based on subscription count  In order to manage recurring invoice lines linked […]

Custom SQL Query for Licence/Subscription Count on Recurring Invoice Lines

In this guide we will cover: – How to use a custom SQL query to calculate the Licence/Subscription Count on Recurring Invoice Lines  Custom SQL queries can be used to calculate the quantity of invoice lines based on information from your database. This provides many more options and flexibility to how your invoice line quantities […]

Populating Invoice Lines from $-Variables

In this guide we will cover: – Populate Labour line description – Populate Items Issued line description – Populate Items on recurring invoice line description – Populate Invoice consignment line description – Populate Sales order and Pro-rata line descriptions Admin Guides: Billing General Settings Invoices can be created from a variety of places. As such, […]