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Billing

4.3
created at 3 years ago
students 1754
hours 03:00

Overview

This course will provide you with details on how to configure billing within HaloPSA. You'll learn about core billing functionality around one-off & recurring invoices, labour billing, Agreements & more. Worked examples on all of the most common billing procedures are also provided.

What you will learn

  • How to configure Charge Types for labour billing.
  • Pre-Pay configuration.
  • How to set up client Billing Plan Combinations.
  • Recurring Invoices.
  • How Invoices are created from the Ready for Invoicing section of HaloPSA.
  • Worked Examples on configuring Pre-Pay Customers.
  • Worked Examples on configuring PAYG Customers.
  • Worked Examples on configuring AYCE Customers.
  • Automating Recurring Invoice line quantities from Software Licences.
  • Recurring Invoice Creation Periods.
  • Start-To-End process of creating an Agreement & associated Recurring Invoice.

    • Requirements

  • Understanding Customers, Sites, Users configuration.
  • Service Desk Configuration (relevant for labour billing).
    • Go to Course

    Contents

    Introduction
    Issuing Items
    Pre-Pay
    Billing Rules
    Billing Templates
    Bulk Applying Billing Rules
    Ready For Invoicing
    Sending Invoices
    Billing Integrations
    Billing Settings
    Labour Billing
    Charge Types
    Awaiting Review/Ticket Review Processing
    Charge Type Overrides Explained
    Deferred Revenue for Pre-Pay
    Surcharges
    How to Configure which Agents can Adjust the biling time and recalculation of billling on tickets
    Travel
    Issuing Products
    Tracking Travel Time and Time On-Site
    Recurring Invoices
    Recurring Invoices
    Creation Periods in Recurring Invoices
    Pro Rata/Pro Rating on Recurring Invoices
    Automating Quantities in Recurring Invoices
    Custom SQL Query for Licence/ Subscription Count on Recurring Invoice Lines
    Import Profiles for Importing Recurring Invoice Lines
    Example Customer Plans
    Example PrePay Client
    Example Combination Client
    Example All You Can Eat Agreement Client
    Example Pay As You Go Client
    Advanced Settings
    Populating Invoice Lines from $-Variables
    Invoice Grouping
    Automated Tickets
    Automated Tickets - Next Call Date
    Group Invoice Lines by Product Group
    Pulling Report Data into a PDF template
    Worked Examples
    Creating an Agreement/Recurring Invoice for a Client
    Billing - End of Unit Quiz