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 records onto your recurring invoice each month via the recurring billing profile's feature of Halo. This can also be achieved for meter readings or sim card usage.
The bulk of recurring invoice settings can be configured from within Configuration > Billing > Recurring Invoices this is the main area to create changes to your scheduled invoice creation and set default behaviour of recurring invoices and recurring invoice lines.
The behaviour of recurring invoices can be se to automatic generation:
With the above setting enabled, once the schedule is met for the creation of Invoices from a Recurring Invoice, the Invoices will be automatically generated. When unchecked, one must manually create Invoices from Recurring Invoices via the 'Ready For Invoicing' dashboard:
In order to manage recurring invoice lines linked to subscriptions being synced from distribution integrations, the following setting can be enabled in Halo (Found in Configuration > Billing > Recurring Invoices):
With this setting enabled, any subscriptions cancelled in i.e. Pax8 (or any other distribution integration that pulls through subscription status) will be synced over to be made inactive in Halo. The syncing will occur daily, based on the sync time of the Halo Integrator.
Quantity changes in distribution integrations will also sync through via the Halo Integrator into Halo, meaning that the quantity updates will happen daily, without a requirement for any setting changes. The only required setting for this functionality is:
The above setting will perform a lookup on the subscriptions, licences, user and asset counts stored under each customer in Halo, allowing you to accurately bill the correct quantity (Including Pro Rata) each month.
To add this functionality onto an invoice line, check out this guide on Automating Quantities in Recurring Invoices
The pricing and cost data of subscriptions and licenses can be updated based on the price/ cost set on the subscription or licence lines found within the customer, only if the distribution integration is syncing price and cost data. The pricing/ cost updates can be set globally or per recurring invoice line. To set this option globally, navigate to Configuration > Billing > Recurring Invoices:
Alternatively the pricing/ cost update functionality can be set per recurring invoice line, by editing a recurring invoice line and setting the following to options:
NB: If the above global settings have been enabled, the checkboxes within each recurring invoice line will be defaulted to on as well.
