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 […]
Contract/Agreement Rules
In this guide we will cover: – How to create contract rules Here is a related guide: Creating an Agreement/Recurring Invoice for a customer Note: In Halo the terms 'contract' and 'agreement' are used interchangeably. Contract rules are used to automatically assign a new user to an existing contract based on set criteria. Making new […]
