Charge Types, Surcharges and Expenses
4 guides
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.
Expenses
The article provides a comprehensive guide on how to manage expenses in Halo. It explains the functionality of expenses, including tracking and invoicing additional costs related to a ticket. Users can configure and log different types of expenses, which can then be added to customer invoices. The guide also describes the process for reviewing, reimbursing, and tracking expenses. Additionally, it covers how to export expenses to CSV for further data management and auditing purposes. It emphasizes configuring permissions for agents involved in reviewing and handling expenses.
Surcharges
The article provides a comprehensive guide on managing surcharges in a billing system. It explains how to enable and configure surcharges both at the charge type level and at the client level. Surcharges can be customized based on geographical bands, and users can set surcharge limits to apply only one per ticket. The guide also covers applying surcharges at the customer agreement level and details using surcharges for travel charges. A step-by-step explanation includes selecting and applying the correct surcharge for various billing scenarios in a client management system.