Automatic Percentage Increase on Recurring invoices
In this guide we will cover: – How to set an automatic increase for your invoice lines (RPI percentage) – How to set a Percentage increase per recurring invoice Set automatic percentage increases for invoice lines An automatic percentage increase can be applied to each of your recurring invoice lines to allow the invoice to […]
Recurring Invoice Approvals
In this guide we will cover: – Enabling Recurring Invoice Approvals – Creating an Approval Process – Following the Approval Process Admin Guides: Approval Processes Recurring Invoices Related Guides: Approval Processes Overview Recurring Invoices Note: This is available from v2.176.1 onwards. Enabling Recurring Invoice Approvals In Configuration > Billing > Recurring Invoice Approvals, enable approvals […]
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 Associated Administrator Guide: Recurring Invoices Creation Periods in HaloPSA allow you to create Recurring Invoices for […]
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 Associated Admin Guide: Billing General Settings Invoices can be created from a variety of places in […]
Pro Rata/Pro Rating on Recurring Invoices
In this guide we will cover: – Adding a Pro-Rata line to an invoice – Pro-Rata for Manually Updated Recurring Invoice Lines – Pro-Rata for Automatically Updated Recurring Invoice Lines – Merging Pro-Rata Lines (v2.188.1+) Associated Admin Guide: Recurring Invoices Adding a Pro-Rata line to an invoice Pro Rata lines can be added by editing […]
Creating an Agreement/Recurring Invoice for a customer
In this guide we will cover: – Creating the Agreement – Creating the Recurring Invoice – Creating Invoices – Editing the Agreement View (as of v2.180.1+) – Expiry Reminders Throughout this guide and Halo the terms 'agreement' and 'contract' are used interchangeably. This guide covers contracts/agreement functionality for customers using HaloPSA. For customers using HaloITSM […]
Automating Quantities in Recurring Invoices
In this guide we will cover: – How to enable Auto-Quantity Calculation Functionality – Calculating Quantities from Licence Count – Calculating Quantities from User Count – Calculating Quantities from Asset Count If your agreements include 'Per Device', 'Per User' or 'Per Licence' charges, you will want to make use of auto-quantity calculations of recurring invoice […]
