Recurring Invoices
2 guides
Contract/Agreement Rules
This article provides guidance on setting up contract rules in the Halo system. It explains the process for automating user assignments to contracts based on specific criteria, simplifying onboarding. Users must enable contract/agreement settings and choose between two match types to apply rules. Setting rule criteria involves user fields and conditions. Once set, rule outcomes determine contract type and coverage details. The article emphasizes creating rules for each contract, ensuring new users are automatically assigned according to specified rules.
Recurring Invoice Approvals
This article provides a comprehensive guide on setting up and managing recurring invoice approvals. It includes steps to enable recurring invoice approvals, create and follow an approval process. The process allows users to define criteria for approvals based on invoice characteristics such as creator or pricing margins. Once set up, the system creates a ticket for each invoice needing approval, facilitating seamless processing and tracking. Upon approval, the invoice status updates to 'Ready for Invoicing,' allowing it to be generated and sent to customers.