Agreements and Contracts in HaloPSA

Summary

In this video, Connor explains how to manage agreements and billing in HaloPSA, covering set-up, invoicing, and charge types.

Highlights

• 📄 Agreements: Set up agreements (or contracts) for customer billing efficiently.

• 🧾 Invoicing: Learn how to create recurring invoices for monthly charges.

• 🔄 Charge Types: Use charge types to categorise services and manage billing.

• ⏳ Labour Period: Define labour periods for agreements to determine billing cycles.

• 🛠️ Remote Support: Include remote support as part of agreements for customer convenience.

• 📊 Reporting: Use agreement sub-types and statuses for better reporting and tracking.

• 🔍 Pay-As-You-Go: Create separate agreements for billable services outside of fixed agreements.

Key Insights

• 💡 Understanding Agreements: Agreements are essential for organising billing, allowing businesses to track what services are included and chargeable.

• 💼 Recurring Invoices Simplify Billing: Setting up recurring invoices for ongoing services streamlines the billing process, ensuring consistent revenue flow.

• 🧩 Charge Types Enhance Clarity: Utilising different charge types helps in accurately billing clients for varied services, making financial tracking easier.

• 📅 Labour Period Matters: Specifying labour periods in agreements ensures clear expectations regarding service availability and billing time-lines.

• 🌐 Remote Support Inclusion: Including services like remote support within agreements can enhance customer satisfaction and loyalty.

• 📈 Importance of Reporting: Proper reporting metrics help businesses analyse service costs and revenue generated from agreements, aiding in strategic decisions.

• 🛡️ Flexible Billing Options: Offering both fixed and pay-as-you-go agreements accommodates diverse client needs, enhancing business adaptability.