Billing

Accounts Codes

Billing General Settings

The article provides a comprehensive overview of the billing general settings within a system, outlining various functionalities and configuration options. Key features include the ability to export invoices to CSV, allocate credits, manage deferred revenue, edit invoice numbers, and utilize advanced settings for invoicing processes. The document also covers integration settings with third-party software, manual posting of invoices, and advanced customization options for invoice display and grouping. The settings provide tools for enhanced billing accuracy and efficiency in managing financial transactions.

Billing Templates

Charge Types

Contract (Agreement) Types

Currency

This article outlines the settings for configuring currency options in a billing system (v2.198.1+), including enabling multiple currencies, setting default currency, and showing currency on documents. It covers options to edit currencies, update currency conversion rates automatically, and manage purchase currency settings. Currency rounding behavior and the impact of exchange rate changes on cost and price are also discussed. A button allows users to switch currency displays on documents, optimizing billing processes by using updated conversion rates and personal currency alternatives.

Expenses Settings

The article covers managing expenses within a billing system. Users can configure expense types via a Lookup Codes menu, which allows them to create descriptive names for different expenses. The system provides an option to enable reviews of expenses similar to labor reviews, ensuring expenses are checked before invoicing. A review status is reflected in the system, indicating when expenses are approved and ready for billing.

Invoice Creation

The article guides on configuring invoice creation settings in a billing system. It details various fields impacting invoice descriptions, such as variable usage for item descriptions in both recurring and non-recurring invoices. The resolution discusses options for grouping invoice lines, sending invoices, and managing settings for recurring invoices. Additional options include automatically merging invoices per client, setting invoice due dates, consignment requirements for invoicing, and handling prepay amounts. Users can manage email templates and set default invoice dates, providing flexibility and customization in invoice processing.

Invoice Statuses

Labor and Travel

This article outlines various settings related to billing for labor and travel in a business system. Key configurations include enabling ticket review processes, setting statuses for invoicing conditions, and applying charge rates and rounding rules. Additionally, the article highlights the management of travel settings, such as tracking travel time and distance, and using charge rates for travel. Detailed options are provided for tailoring projects, assets, and customer billings. The article also explains how to handle specific invoicing situations, like surcharges and sales opportunities.

Pre-Pay

The article provides instructions on configuring the Pre-Pay feature in the billing section of HaloPSA. It includes settings for pre-pay balance checks, threshold notifications, invoice linking, and automatic deductions. Users can set thresholds for notifications when pre-pay limits are exceeded and configure recurring deductions. The guide also explains how to display pre-pay balances on tickets, manage customer-level configurations, and customize invoice descriptions for pre-pay lines. Additionally, it covers how pre-pay time from future periods can be utilized in the current period if needed.

Recurring Billing Profiles

Recurring Invoices

The article provides a comprehensive overview of setting up and managing recurring invoices in HaloPSA. It explains various configurations such as automatic invoice generation, email settings, billing defaults, and asset tracking. The guide emphasizes the flexibility in customizing invoice schedules, cost tracking, and pro-rata settings. Also covered are advanced features like meter tracking, tiered pricing, and approval processes, enabling tailored billing solutions. The article concludes with tips on importing recurring invoices and managing associated data.

Surcharges

Tax

Tax Rates

The article describes the configuration of tax rates within a billing system. Tax rates can be imported from QuickBooks Online and configured within the system. Users can define tax rate details like the name, whether it's a composite tax, linked tax rates, rate percentage, and category code, which helps categorize transactions and apply the correct tax rate for invoice lines. The configuration allows for flexibility in tax calculations and categorization, facilitating accurate billing and auditing.