Labour Billing

Awaiting Review/Ticket Review Processing

This article explains how to enable and manage ticket review processing in HaloPSA, allowing time entries to be reviewed and approved before invoicing. It details steps to configure the system, create filters, and approve or reject time entries. It also covers how to set permissions for agents to access and manage tickets within the review process. This helps ensure only appropriate entries are billed and invoiced, allowing for efficient oversight and management of billing operations.

Charge Type Overrides Explained

Charge Types

This article provides a comprehensive guide on charge types, explaining their purpose as classifications of work for tracking time and money spent on support actions. It details how to create and manage charge types, adjust charge type settings such as hourly rates, minimum minutes, increments, and multipliers for various conditions. It also covers overrides for specific clients and how these can affect billing. Additionally, the article touches on linking charge types with inventory items and integrating with Xero for billing purposes.

Deferred Revenue for Pre-Pay

This article provides a comprehensive guide on how to set up and manage deferred revenue for pre-paid projects using Halo's billing system. It details the process of enabling deferred revenue, setting up projects and contracts, invoicing for these projects, and recognizing revenue as work is completed. Deferred revenue allows businesses to take payment upfront while deferring revenue recognition until the work is performed, maintaining accurate financial records. The article also highlights how to manage deferred revenue for down payments.

Issuing Products

This article provides a detailed guide on how to issue products from a ticket, bill for these issued products, and print tickets with issued items. It explains multiple ways products can be added to a ticket, including using an 'issue product' button and configuring actions within a system. The guide also covers billing considerations such as invoicing settings for issued items and how to customize item descriptions on invoices. Additionally, it describes the process for printing tickets, including template configuration for issued items to be included in a PDF format.

Journeys

Merging and Grouping Invoice Lines

This article provides guidance on grouping invoice lines, with options to invoice each ticket separately or merge sales orders and other charges into a single invoice. Depending on the configuration settings in the billing section, labor and project lines can be grouped by ticket and rate, with billable time handled on recurring invoices. Users can enable settings to merge invoices per client, ensuring all relevant charges are consolidated. Separate invoices can be created per ticket or customer when needed, using specific options for labor, tickets, and sales orders.

Pre-Pay

This guide provides instructions for setting up and managing Pre-Pay options for customers. It covers how to allocate Pre-Pay hours or amounts, manage recurring payments, top-ups, and billing recalculations. Users can manually adjust Pre-Pay hours and handle billing discrepancies. The guide also explains how to use Pre-Pay as a monetary amount instead of hours, and details the adjustment of Pre-Pay hours for actions combining billable and non-billable time. Expiry management and how to adjust pre-pay records are also included.

Set which Agents can adjust the Billing Time and Recalculation of Billing on Tickets

Tracking Travel Time and Time On-Site

This guide explains how to track travel time and distance in Halo. Users can enable tracking and billing for travel time and mileage through configuration settings. Two billing methods are available: using predefined rates or travel charge rates. Travel charge rates allow flexibility in billing travel separately from labor, with options for travel time, distance, or both. The article also covers integrating travel rates into billing plans and restrictions on when travel can be billed, ensuring proper invoicing management in Halo.