Labour Billing
6 guides
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.
Backing Up invoices with Data
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.
Manually adjusting billable time and re-calculating billing for labour
This article provides guidance on manually adjusting billable time and recalculating billing for labor in a service management system. It covers editing billable properties on actions, setting permissions for who can adjust and recalculate billing, and the process of running billing recalculations at action, ticket, list, and customer levels. It also discusses how to exclude certain actions from recalculations and automate recalculations when agreements or contracts change. This ensures accurate billing when changes occur in actions or customer billing setups.
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.