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 […]
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 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 […]
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 […]
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 Associated Admin Guide: Recurring Invoices Adding a Pro-Rata line to an invoice Pro Rata lines can be added by editing the line items on recurring […]
