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</style><p><strong>In this guide we will cover:</strong></p><p id="isPasted"><strong>- What is a Charge Type? </strong></p><p><strong>- How to Create and view Charge Types</strong></p><p><strong>- Charge Type Overrides</strong></p><p><br></p><p><br></p><p><strong>Admin Guides:</strong></p><ul><li style="font-weight: bold;"><strong><a data-fr-linked="true" href="https://usehalo.com/halopsa/guides/1350/" id="isPasted" target="_blank" rel="noopener noreferrer">Charge Types</a></strong></li></ul><p><br></p><p><strong><span style="font-size: 14pt;">What is a Charge Type? </span></strong></p><p>A charge type is a classification of work. Remote support and on-site support are both examples of different charge types. You can set an hourly rate against each charge type, in order to track the amount of money and time spent on tickets/ actions. Halo's labour billing is set in a way that all billable time is tracked through actions by configuring the action field list to have the "Charge Type" field on it.</p><p><br></p><p><strong><span style="font-size: 14pt;">How to create and view charge types</span></strong></p><p>Charge types can be created and maintained within Configuration > Billing > Charge Types. You are able to create multiple charge types for different billable rates, for example if some tasks are billed at higher hourly rates than others. </p><p><br></p><p>When creating a new charge type give it a name, choose the use and complete the other details on the page. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImFmZWJmMDZlLWRlZGQtNGFlNC05YzU1LTJmNGYxZTU3NzZhZCJ9.je_rYdh9zsxpirj6q1wuMepHtOUC4isyQVCdc6rVTkU" class="fr-fic fr-fil fr-dib" width="1226" style="width: 1228px; height: 650.353px;" height="650"></p><p><strong><span style="font-size: 10pt;">Fig 1. New Charge Type </span></strong></p><p><br></p><p><strong>Use -</strong> Choose if the charge type will be used for labour or travel, this will control where labour logged using this type will appear in ready for invoicing. For information on travel charge rates see <a target="_blank" rel="noopener noreferrer" data-fr-linked="true" href="https://usehalo.com/halopsa/guides/1965" data-pasted="true">Tracking Travel Time and Time On-Site</a>.</p><p><br></p><p>Once you have configured the charge type settings head to the "Rates" tab to configure the rate associated with this charge type. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjY5NjBhN2YwLTA0M2MtNDY0My04MjQ5LWVjYzM2MTQyZmZjMSJ9.sqFMaksyw2K4tND4U1052uZ96W9oMKDNQSecrAIf69g" class="fr-fic fr-fil fr-dib" width="1311" style="width: 1313px; height: 383.669px;" height="384"></p><p><strong><span style="font-size: 10pt;">Fig 2. Charge Rate</span></strong></p><p><br></p><p><strong>When editing the charge rate, you can set the following:</strong></p><ul><li><strong>Start Date:</strong> Date that type was enacted. </li><li><strong>Rate:</strong> The amount you will charge clients per hour. This can be set to 3 decimal places. </li><li><strong>Minimum Minutes:</strong> Minimum minutes charged (based on action or ticket rounding).</li><li><strong>Increment Minutes:</strong> Rounding to the nearest value (based on action or ticket rounding).</li><li><strong>OOH Multiplier:</strong> The Type applied outside of normal working hours.</li><li><strong>Weekend Multiplier:</strong> This multiplier will be applied to the base charge rate if the action takes place on a Saturday or Sunday. </li><li><strong>Holiday Multiplier:</strong> Type applied during holiday periods.</li><li><strong>Contract Multiplier:</strong> If this Charge Type is being used on an action that is associated with a contract, the time spent on the action will be multiplied by this. Then this amount of hours will be deducted from the contract hours. If the contract has run out of hours, this multiplier still applies. The time spent will be multiplied by this value and this is the number of hours that the customer will be charged for. Allowing you to have more/less time taken from a contract based on the charge type that is used. </li></ul><p>Charge type multipliers will be applied BEFORE rounding to minimum/increment minutes. This means the actual time will be multiplied by any multipliers first, then this value will be rounded up/down in line with minimum/increment minutes. </p><p><br></p><p>Keep in mind the rates here can also be overridden in various other areas of Halo, such as at client or agreement level. See the section "Charge Type Overrides" for more information on this. </p><p><br></p><p>To set whether the rounding calculations are calculated at action level or ticket level, you can change the global option in Configuration > Billing > Labor and Travel:</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjY4NjVlMTUxLTA3MjYtNGZlOC1iMjg2LWZjYzBmNzZhNjQ3OSJ9.B0-gmr8su_vxzXFA30QlX3GDXq9xCZtWbdDYe3iKClE" class="fr-fic fr-fil fr-dib" width="1167" height="148"></p><p><strong><span style="font-size: 10pt;">Fig 3. Charge Rounding </span></strong></p><p><br></p><p>If the charge rounding is set at ticket level i.e. the above checkbox is on, then you can also calculate charge rounding for projects at project level, instead of task level:<img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjA2N2FhZmE5LTliZTMtNDhjOS1iNzU5LWMzM2EyM2QzN2JiOSJ9.x8J7Pv7bTEFuQi-jNfs8S4wo-EBOmHmFEUSvNIjflLU" class="fr-fic fr-fil fr-dib" width="397" height="119"></p><p><strong><span style="font-size: 10pt;">Fig 4. Charge Rounding at Project Level</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Invoice Line Description</span></strong></p><p>This is what shows on the invoice per line item when using this charge rate. In here you can include variables that can pull info from ticket, some of these include:</p><p><br></p><ul><li>$faultid – TicketID.</li><li>$symptom – Ticket Status.</li><li>$clearance – Closure Note.</li><li>$note – Note added on an action.</li><li>$actiondate – Date of action.</li><li>$assigned to - Agent assigned to ticket.</li><li>$username – Name of the user.</li><li>$who – Agent or user performing action.</li></ul><p>You will also find a 'Use' and 'Linked Item' field against a Charge Rate/Type:</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImI1YTFlNDhkLWU0MTItNDMzNi1hNDI3LWRkODI1M2IzYzE3ZCJ9.j6ddJlCkskaqywhT321P1isw8P5EkbI2WGo0Ay4xyXo" class="fr-fic fr-fil fr-dib" width="808" height="656"></p><p><strong><span style="font-size: 10pt;">Fig 5. Linking Items to a Charge Type</span></strong></p><p><br></p><ul><li>The 'use' establishes whether the Charge Type is for standard labour (where details in this guide are applicable), or 'Travel' (where the details outlined in the 'Travel' guide are applied).</li><li>The 'Linked Item' dropdown allows you to select an item/product from your existing inventory. The Nominal Codes associated to the Linked item will then be applied whenever this Charge Type is used.</li></ul><p><strong>Accounts ID (Xero Integration): </strong></p><p>If using the Xero integration, you will need to specify an item code relating to an item within Xero. This will be the item this charge type gets billed against. When the Xero Integration is enabled, the Item ID field will be renamed to Xero Product ID.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjNmNTIzMDI2LWQzZTAtNDIxMC05YjRmLTljN2I1ZGIwNjRmOSJ9.ZKalJkhWPMTccu7wcc6sdZ9xqwEJMMRuspY6PBakiaQ" class="fr-fic fr-fil fr-dib" width="468" height="418"></p><p><strong><span style="font-size: 10pt;">Fig 6. Xero Product ID Field</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Charge Rate Overrides</span></strong></p><p><span style="font-size: 11pt;">You can override the rate a charge type uses per client, used when some clients are charged at a different rate for that same type of work. The table to set the rate a charge type is charged at can be found in Clients > Billing Tab > Overriding Charge Types section. </span></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImE4YjUzMDRmLTk1YjEtNDljYi1iNmU2LTZmOGIyZTI5OTliZiJ9.LZrcVpT_IqTKu5qq0aVS_yBzcgjzMhWLTl8G2VAaWGk" class="fr-fic fr-fil fr-dib" width="1040" height="402"></span><strong><span style="font-size: 10pt;">Fig 7. Charge Type Restrictions and Overrides</span></strong></p><p><br></p><p>You can also set charge type restrictions at client level, this will restrict clients from using certain charge types, as you can select which charge types to use via this multi-select field:</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImM0NjQzZjRhLWU5NDgtNDNjNS1iODA0LWE1M2FkZmM5MWMxNSJ9.3Y5CCmIKKtx6I1j8SEL-gjYBcjzQd9UqQybCsiIJwdE" class="fr-fic fr-fil fr-dib" width="352" height="232"></p><p><strong><span style="font-size: 10pt;">Fig 8. Selecting Charge Types that can be used for this Client</span></strong></p><p><br></p><p>You can set charge type restrictions per ticket under the "Charge Type" tab. To enable this tab head to Configuration > Tickets > Ticket Types. In the "Forms" tab of the desired ticket type select "Show Charge Type restrictions tab".</p><p data-pasted="true"><br></p><p><strong><span style="font-size: 12pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImYwYjMyNzIxLTMzNTQtNGQyZC1hYWJhLThkYTA4MjMxMDZiMSJ9.iMSZInm5v0HD19_Z7IajIKPmuesm6dyISrDbzYsOfZ8" class="fr-fic fr-fil fr-dib" width="607" style="width: 609px; height: 483.555px;" height="484"></span></strong></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 9. Displaying the Charge Type restrictions tab</span></strong></p><p><br></p><p>This will display the tab on tickets of that type. In this tab you can add the charge types, using the "Add" button, which you would like to allow agents to use.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjI1Nzk5OTI4LTUyM2ItNGY3Yi04YTRjLTJhZDdhMjUyMThkZSJ9.dCTBCkdOxWcySIBQfIeQ2EpqEehCfhn0Q4qTN0bWoF8" class="fr-fic fr-fil fr-dib" width="607" style="width: 609px; height: 269.686px;" height="270"></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 10. Adding Charge Type restrictions on a ticket</span></strong></p><p><br></p><p><strong><span style="font-size: 11pt;"><em>Note: If using agreement specific charge types, when this list is blank the charge types will be available. Any charge types listed here will override the availability of agreement specific charge types. </em></span></strong></p>
