Recurring Invoices
8 guides
Automating Prices in Recurring Invoices
Creation Periods in Recurring Invoices
This article provides a detailed guide on setting up and managing creation periods in recurring invoices using HaloPSA. It explains the concept of recurring invoices as templates for regular invoice generation and discusses how to configure their schedules. The guide details how to use variables, such as $_PeriodStartDate and $_PeriodEndDate, to display invoice periods. It also provides examples, including advanced scenarios where different billing periods are used for licenses and support services. Key features like setting global defaults and customizing invoice descriptions are also covered.
Custom SQL Query for Licence/Subscription Count on Recurring Invoice Lines
This guide explains how to use custom SQL queries to calculate quantities for recurring invoice lines, such as license or subscription counts, by leveraging data from your database. Instead of using standard entity counts, you can create a SQL query that returns a 'QUANTITY' column. Custom queries, once configured, allow flexibility in how invoice line quantities are computed, and can be selected using the 'Quantity' dropdown in recurring invoices. The article also discusses matching invoice lines to custom table data and provides examples such as billing clients for software installed on their devices.
Managing a Recurring Invoice's Lines Quantity, Price and Cost for Subscriptions
Populating Invoice Lines from $-Variables
This guide explains how to populate invoice line descriptions using $-variables in different scenarios, such as labor, items issued on tickets, recurring invoices, invoice consignments, sales orders, and pro-rata lines. It details where to configure these descriptions in the billing settings, demonstrating how $-variables are replaced with ticket-specific information in the invoice lines. The article provides instructions for various invoice types, such as labor charges, ticket-issued items, and serialized products in sales orders.
Pro Rata/Pro Rating on Recurring Invoices
This article provides guidance on using pro-rata lines in recurring invoices to account for changes during a billing period. It covers adding and managing pro-rata lines for both manually and automatically updated invoice lines, with settings to invoice immediately if required. It explains how pro-rata affects the line quantities depending on the update method and how to use variables for descriptions. It also touches on merging pro-rata lines and various configuration options to automate pro-rata processes in recurring invoices.
Recurring Billing Profiles (Import Recurring Invoice Lines)
This article explains how to manage Recurring Billing Profiles for importing invoice data into Halo. It details creating billing profiles, mapping spreadsheet columns to corresponding invoice fields, and importing recurring invoice lines. A step-by-step guide outlines configuration of billing profiles in HaloPSA to update invoices, allowing for the addition of new lines if necessary. The article also covers troubleshooting import issues and provides a worked example, illustrating how to use these profiles to efficiently update invoice quantities.
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.