Creating Invoices

Automated Tickets

The article explores the concept and configuration of Automated Tickets, which are designed to notify agents of significant events like agreements or warranties expiring, recurring invoices, and unpaid invoices. It outlines how to set criteria for automatic ticket generation and the steps for configuration including choosing specific entities and setting date rules. It also explains features such as to-do lists for ensuring ticket completion and adding invoice variables for clarity. Automated Tickets can include features like PDF attachments when certain criteria for events like unpaid invoices are met.

Automated Tickets - Next Call Date

Billing Rules (Formerly Billing Plan Combinations)

This article outlines how to set up billing rules for managing different ticket types, charge rates, and agreements in a billing system. It covers step-by-step instructions on creating billing rules, using filters, setting criteria, and managing billing for incidents and service requests. It explains how to link tickets to agreements, how to handle unmatched criteria, and the importance of sequence in rule checks. It also discusses options for overriding default settings and manually linking agreements to tickets when billing rules are not in use.

Billing Templates

The article provides a guide on creating and applying billing templates for customers. It explains the advantages of using billing templates, such as making bulk changes easier and maintaining legacy data without deletion by marking templates active or inactive. It includes instructions on applying a billing template to a customer profile and setting a default billing template for new customers. This is especially useful for managing consistent billing rules across multiple clients.

Bulk Applying Billing Templates

Credit Notes

This article discusses the use and management of credit notes, which are issued to customers when products invoiced are no longer needed. It covers how to create, identify, and utilize credit notes, including adjusting credit lines and allocating credits to invoices. The article explains configuring system IDs, sending credit notes, voiding them, and the process for adding credit as payment records. Instructions are also given for syncing credit notes with accounting integrations and viewing them in the self-service portal, as well as customizing their appearance on invoices.

Embed XML Attachments to Invoice PDFs

This article provides guidance on embedding XML attachments into invoice PDFs to comply with upcoming EU eInvoicing regulations, which become mandatory by January 1st, 2026. It details the steps for customizing XML templates based on the EN16931 specification, assigning these templates to PDF invoices, and ensuring data consistency between PDF and XML formats. Users can configure the system to display warnings for discrepancies in tax or revenue data. Additionally, it highlights that only certain PDF readers, like Adobe, can display embedded XML attachments.

Example All You Can Eat Agreement Client

Example Combination Client

Example Pay As You Go Client

Example Pre-Pay Client

Group Invoice Lines by Product Group

This article provides a guide on categorizing invoice lines by product groups in Halo. It involves configuring the settings in Halo's billing options to enable grouping, which affects how invoice lines are displayed and synchronized with Xero accounting software. Instructions include navigating to advanced settings and checking or editing product group assignments. Before applying the changes, invoice lines are individually displayed; after applying, lines are grouped by product category. The process for checking and setting product groups is also covered.

Pulling Report Data into a PDF template

Sending Invoices

The article provides a comprehensive guide on sending invoices, focusing on mailbox overrides, sending invoice reminders, and choosing email templates. Mailbox overrides can be set at various levels like contract, customer, top level, or global, to determine which email address invoices are sent from. The guide also explains how to send invoice reminders to customers using a specific email template and manage email templates effectively for invoice communications.

Signing Contracts/Agreements

The Ready For Invoicing Area

The article provides a detailed guide on using the Ready for Invoicing area within the Invoices module of Halo. It explains how to create, edit, and delete invoices for various billable entities, such as projects, recurring invoices, and travel expenses. The guide describes the subsections available in the area, including filtering capabilities to streamline the invoicing process. Users can also learn about custom filters and how to align invoices with third-party accounts for seamless integration.