Billing Rules & Agreements

Automated Tickets - Next Call Date

Billing - Agreement Multiplier

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

Contract Schedules

This article provides a guide on setting up and managing contract schedules, which are used to organize recurring meetings or work associated with a contract. It covers necessary prerequisites, a schedule overview detailing allocated and used hours, and how to adjust the schedule hours. Email settings are discussed for sending notifications, and the schedule plan allows for appointment creation and management. The guide includes configuring settings for notification timings and deleting schedules, ensuring efficient tracking and planning of contract-related tasks.

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.

Creating Agreements and Contracts

This guide provides instructions for creating customer agreements and recurring invoices in Halo. It covers the setup of agreements, invoice creation, editing views, and setting expiry reminders. The guide differentiates between agreement types (fixed or pre-pay) and emphasizes preset configurations for recurring invoices to ensure timely payments. It offers steps for adding products to invoices and using license counts for billing. Instructions on managing invoices and customizing screen layouts for agreements are included, with reminders set for contract expirations.

Example All You Can Eat Agreement Client

Example Combination Client

Example Pay As You Go Client

Example Pre-Pay Client

Generating Agreement References

Signing Contracts/Agreements