In this lesson 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 lines.
This feature can be enabled via heading to Configuration>Billing>Recurring Invoices & enabling the below option:
Fig 1. Enabling Auto-Quantity Calculation Functionality (Configuration>Billing>Recurring Invoices)
Note: Enabling this feature will remove the option to delete Users/Assets from the database. You will still be able remove Users/Assets from the lists in Halo by marking the respective User/ Asset as inactive.
Once this feature has been enabled, you will find that you can select the quantity calculation when editing lines on your Recurring Invoice (Fig 2).
Fig 2. Quantity calculation selection when editing a line in a recurring invoice
Calculating Quantities from Licence Count
Software Licences can be added to client/site records, or allocated to individual users. You can enable Software Licencing functionality via heading to Configuration>Asset Management & enabling the below (once enabled, there will be a cross displayed when hovering over the module):
Fig 3. Enabling Software Licencing
Once this has been enabled, you will find a 'Software Licences' tab available within a client record. You can create software licenses and then give them to the user:
Fig 4. Client-Level Software Licences tab
And a 'Software' tab available within a user record:
Fig 5. User-Level Software tab
Note: HaloPSA's Microsoft CSP Integration allows for software licences to be automatically imported and allocated to users.
Once all of your licences have been added/imported, you can have recurring invoice line quantities calculated based on Software Licences within Halo(Fig 2.)
Upon selecting your quantity to be determined by Licence count, you will be presented with a table that will allow you to add additional criteria for quantity calculations (This below image is found on an invoice line where the quantity dropdown is Licence count on creation):
Fig 6. Additional criteria table
Adding to this table will allow you to (Fig 7):
- Specify a licence type.
- Exclude licences that are not assigned to users.
- Set a 'Quantity free of charge'.
- Determine how these lines are prorated.
Fig 7. Options available when adding to additional criteria table
If you have selected the licence quantity to only include licences that are assigned to users this will include service users by default. If you would like service users to be excluded from this count head to configuration > billing > recurring invoices, enable 'When calculating Assigned Licenses don't include Service Users'.
Calculating Quantities from User Count
Recurring invoice lines can also be determined by user counts, select the quantity option "Calculate quantity from User count on creation". Setting this follows the same logic as that presented in Fig 2 – however, the respective additional criteria table provides some slightly different options:
Fig 8. Additional criteria table when setting quantity calculations based on user counts
Figure 8 shows that, when user count determines recurring invoice line quantities, one has the option to specify users at a given site (Note that 'Quantity Free' & Pro-Rata behaviour are still configurable) There is also a minimum quantity field, and a table for criteria that needs to be met for Assets to be added.
Calculating Quantities from Asset Count
As with Software Licences & user counts, recurring invoice line quantities can be determined from Asset counts in HaloPSA. The additional criteria that can be applied here includes:
- Selection of an Asset type.
- Specification of Assets at a given site.
- Set a 'Quantity free of charge'.
- Determine how these lines are prorated.
Fig 9. Additional criteria table when setting quantity calculations based on asset counts
Tip: Integrate your RMM with HaloPSA to have your asset counts based on devices within your monitoring tool.
Please note that the additional criteria tables allow you to add multiple rows in order to have quantities based on composite criteria:
Fig 10. Composite criteria for Auto Quantity Calculation
Figure 10 reads "have the quantity of this recurring invoice line determined by the number of Laptops that are located at the 'New York' site for Mario & Luigi's Pizza Place" and the number of workstations across all sites for the client "Mario & Luigi's Pizza Place".
