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</style><p><span style="font-size: 11pt;"><strong>In this guide we will cover:</strong></span></p><p><span style="font-size: 11pt;"><strong>- What is the Ready For Invoicing area?</strong></span></p><p><span style="font-size: 11pt;"><strong>- Subsections in the Ready for Invoicing Area</strong></span></p><p><span style="font-size: 11pt;"><strong>- Filtering Invoices</strong></span></p><p><span style="font-size: 11pt;"><strong>- </strong></span><strong>Creating Invoices</strong></p><p><span style="font-size: 11pt;"><strong>- Deleting and Editing Invoices</strong></span></p><p><br></p><p><br></p><p><strong><span style="font-size: 14pt;">What is the Ready for Invoicing area? </span></strong></p><p><span style="font-size: 11pt;">The Ready for Invoicing area is a subsection of the Invoices module. This area is used to create invoices for the various billable entities in Halo. This is where you will initiate the billing process, creating invoices that sync over to your third party accounts system.</span></p><p><br></p><p><span style="font-size: 11pt;">The area is divided into multiple subsections, categorised by the entities that need billing. </span></p><p><br></p><p><span style="font-size: 11pt;">The sections include:</span></p><ul><li style="font-size: 11pt;">Recurring Invoices</li><li style="font-size: 11pt;">Pro-Rata</li><li style="font-size: 11pt;">Labour</li><li style="font-size: 11pt;">Items Issued</li><li style="font-size: 11pt;">Project</li><li style="font-size: 11pt;">Projects</li><li style="font-size: 11pt;">Milestones</li><li style="font-size: 11pt;">Sales Orders</li><li style="font-size: 11pt;">Pre-pay</li><li style="font-size: 11pt;">Expenses</li><li style="font-size: 11pt;">Deferred Revenue (if enabled)</li><li style="font-size: 11pt;">Travel Hours (if enabled)</li><li style="font-size: 11pt;">Distance Travelled (if enabled)</li><li style="font-size: 11pt;">Tickets (if enabled)</li></ul><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjM0ODBkYWZjLTg5MzctNGIxOS1iZDIzLTE0NGI4NGRkMTVlMCJ9.Jdt10IlGWGfhCAY7hq0jfdnuURCRbsTRyrZt3LsQwg0" class="fr-fic fr-fil fr-dib" width="1203" style="width: 1205px; height: 594.005px;" height="594"></span></p><p><span style="font-size: 10pt;"><strong>Fig 1. Ready for Invoicing page.</strong></span></p><p><br></p><p><span style="font-size: 14pt;"><strong>Subsections in the Ready for Invoicing Area</strong></span></p><p><span style="font-size: 12pt;"><strong>Main Page</strong></span></p><p><span style="font-size: 11pt;">The main Ready for Invoicing area will show all the entities that require billing. Entities are organised into tables, containing entries for each instance of the entity that needs billing. This section can be used to see how many entries need to be billed at a glance. It is also useful when checking for a specific entry when you are usure which subsection this may appear in. </span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 12pt;"><strong>Recurring Invoices</strong></span></p><p><span style="font-size: 11pt;">This subsection shows all recurring invoices that need to be billed. </span></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjNkMzk2Mjg1LTMyOTUtNDgxYS04MGM3LTAxNjRkZmNlYjk3NyJ9.kiwcxKva-CfjpJ2HQy0Tcu3JSieQIqIo-gMGfY48zNk" class="fr-fic fr-fil fr-dib" width="1215" style="width: 1217px; height: 519.434px;" height="519"></span></p><p><strong><span style="font-size: 10pt;">Fig 2. Recurring invoices subsection.</span></strong></p><p><br></p><p><span style="font-size: 11pt;">By default the recurring invoice details are collapsed but can be expanded using the arrow on the left hand side of the entry. Expanding this will show the details of the recurring invoice that will be used to create an invoice. </span></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImZmMWI2MjhhLTMyY2MtNGU0Zi05ZDdmLTU3YmJjMDlhMjlmZiJ9.bO367WZPY2iOQ0X6MzdZeu2WuiJpnoL7JOcEL_sQYv0" class="fr-fic fr-fil fr-dib" width="1228" style="width: 1230px; height: 496.446px;" height="496"></p><p><strong><span style="font-size: 10pt;">Fig 3. Expanded recurring invoice entry.</span></strong></p><p><br></p><p><span style="font-size: 11pt;">You can add an additional column to show here containing the value that was last invoiced for this recurring invoice (value for the last period). To add this head to Configuration > Billing > Recurring Invoices > enable "Show last invoice value on recurring invoice list in 'Ready for invoicing'". </span></p><p><br></p><p><span style="font-size: 11pt;">Lines which fall outside of the date range can be<span style="font-size: 11pt;" data-pasted="true"> excluded </span>in the 'total'</span><span style="font-size: 11pt;"> calculation. This can be set by enabling the "</span>Exclude Recurring Invoice lines outside the Recurring Invoice date range from Ready for Invoicing totals" checkbox in Configuration > Billing > Recurring Invoices.</p><p><br></p><p><strong><span style="font-size: 12pt;">Pro-Rata</span></strong></p><p><span style="font-size: 11pt;">This subsection shows all pro-rata amounts that need to be invoiced. Pro-rata will only show here if it is<a data-fr-linked="true" href="https://usehalo.com/halopsa/guides/1971/" id="isPasted" target="_blank" rel="noopener noreferrer"> added to a recurring invoice manually and 'Show this Pro-rata in Ready for Invoicing so it can be Invoiced immediately'</a> is enabled against the pro-rata entry.</span></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImJlNThkZTdhLThlODMtNDc2Ni04Y2RmLTI2YWQxMWEzYTE1NCJ9.kx2O0Y9L1H4cQwfAdwACXOy3Nm83eRg7nn7pn-s-LXc" class="fr-fic fr-fil fr-dib" width="1234" style="width: 1236px; height: 433.778px;" height="434"></p><p><strong><span style="font-size: 10pt;">Fig 4. Pro-rata subsection.</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Labour</span></strong></p><p>This subsection shows all labour entries that need to be invoiced. An entry will show here for every ticket completed that contains chargeable time.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImZhYzY3YTUwLTlmODYtNDM2NC04ZjMyLTUzYWU2MDhkODU4NiJ9._WPU79mr7eXjVAemp0n615cRGeZQPEnbIcS3O1FP8XA" class="fr-fic fr-fil fr-dib" width="1226" style="width: 1228px; height: 509.638px;" height="510"></p><p><span style="font-size: 10pt;"><strong>Fig 5. Labour subsection.</strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 12pt;"><strong>Project </strong></span></p><p><span style="font-size: 11pt;">This subsection shows all project tickets with the project hierarchy 'Project' that need invoicing. When invoices are created for these tickets the invoice will include all the billable time accumulated under the project ticket, including time logged on the project tasks under this project ticket. However, items issued as part of the project will not be added to the invoice when it is created from here. This can be used when projects are billed on a time and materials basis and you would like to bill the entirety of the project labour at once. </span></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjExZGIxMDhhLTI1MGItNGNkZS1hNTM1LWE0ZjE1NDUzMGE3NiJ9.reHaK9s7XEcbDnrYSCPr6LlkzxC7u7B3UNddj0xor7E" class="fr-fic fr-fil fr-dib" width="1230" style="width: 1232px; height: 545.421px;" height="545"></p><p><strong><span style="font-size: 10pt;">Fig 6. Project subsection. </span></strong></p><p><br></p><p><span style="font-size: 12pt;"><strong>Projects</strong><strong> </strong></span></p><p><span style="font-size: 11pt;">This subsection shows all entries for each billable entity relating to projects. Essentially providing a breakdown of each element of projects that may need to be billed. This includes labour logged on project tickets/tasks, items issued as part of a project, project milestones and sales orders. </span></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjRmYzAxNmFkLTJiNzUtNDVlOS04ZmYxLWJlYzExZDgyZjEzYiJ9.A2tBjOBONLHW5CjMIhjDmToWQo4JedA6sCi9DeeMmpU" class="fr-fic fr-fil fr-dib" width="1220" style="width: 1222px; height: 611.385px;" height="611"></p><p><strong><span style="font-size: 10pt;">Fig 7. Projects subsection.</span></strong></p><p><br></p><p><span style="font-size: 11pt;">This area can be used to create invoices for specific elements of a project e.g. just bill a single task of a project, rather than billing the whole project. </span></p><p><br></p><p><span style="font-size: 11pt;">The Sales Orders table here will show all sales orders, regardless of whether the sales order is linked to a project. </span></p><p><br></p><p><span style="font-size: 11pt;">The Milestones table is only applicable when using <a data-fr-linked="true" href="https://usehalo.com/halopsa/guides/2098" id="isPasted" target="_blank" rel="noopener noreferrer">milestone billing</a> for projects. </span></p><p><br></p><p><span style="font-size: 12pt;"><strong>Milestones</strong></span></p><p><span style="font-size: 11pt;">This subsection will show all project milestones that are ready to be billed. Only used if you are using <a data-fr-linked="true" href="https://usehalo.com/halopsa/guides/2098" id="isPasted" target="_blank" rel="noopener noreferrer">milestone billing</a> to bill for projects. </span></p><p><br></p><p><span style="font-size: 12pt;"><strong>Sales Orders</strong></span></p><p><span style="font-size: 11pt;">This subsection will show all sales orders that are ready to be invoiced. Whether a sales order is deemed as ready to be invoiced will depend on its <a data-fr-linked="true" href="https://usehalo.com/halopsa/guides/2381" id="isPasted" target="_blank" rel="noopener noreferrer">status</a>. </span></p><p><br></p><p><span style="font-size: 12pt;"><strong>Pre-Pay</strong></span></p><p><span style="font-size: 11pt;">This subsection will show all <span style="font-size: 11pt;" id="isPasted"><a data-fr-linked="true" href="https://usehalo.com/halopsa/guides/1955" id="isPasted" target="_blank" rel="noopener noreferrer">pre-pay records</a></span> that require invoicing. This includes records that are added manually and automatically. </span></p><p><br></p><p><span style="font-size: 12pt;"><strong>Expenses</strong></span></p><p><span style="font-size: 11pt;">This subsection will show all <a data-fr-linked="true" href="https://usehalo.com/halopsa/guides/2395" id="isPasted" target="_blank" rel="noopener noreferrer">expense </a>records that require invoicing. </span></p><p><br></p><p><span style="font-size: 12pt;"><strong>Deferred Revenue</strong></span></p><p><span style="font-size: 11pt;">This subsection will only show if <a data-fr-linked="true" href="https://usehalo.com/halopsa/guides/2175" id="isPasted" target="_blank" rel="noopener noreferrer">deferred revenue</a> is enabled. </span></p><p><br></p><p><span style="font-size: 11pt;">This subsection will show all records relating to deferred revenue that require invoices to be created. This section is used to create invoices to recognise revenue that has been deferred, rather than create invoices to bill customers. Entries will only show here for records that have had their revenue deferred. This includes pre-pay records, project labour, project milestones and <a data-fr-linked="true" href="https://usehalo.com/halopsa/guides/2590" id="isPasted" target="_blank" rel="noopener noreferrer">down payments from sales orders</a>. For more information on records in this area checkout <a data-fr-linked="true" href="https://usehalo.com/halopsa/guides/2175" id="isPasted" target="_blank" rel="noopener noreferrer">Deferred Revenue for Pre-Pay</a>.</span></p><p><br></p><p><span style="font-size: 12pt;"><strong>Travel Hours</strong></span></p><p><span style="font-size: 11pt;">This subsection will only show if you are<a data-fr-linked="true" href="https://usehalo.com/halopsa/guides/1965" id="isPasted" target="_blank" rel="noopener noreferrer"> tracking travel time</a>. </span></p><p><br></p><p><span style="font-size: 11pt;">This subsection will show all travel time that needs to be invoiced. An entry will show for each ticket that has travel time logged against it. </span></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjhjYzBkMjhhLWM4MGMtNDUyZC04N2Q5LWYzNTY0ZTQzYTdjZCJ9.SeTgK19lSRXzZ28a_3WnUy111Sw0aZ5Iv5oq197YRK8" class="fr-fic fr-fil fr-dib" width="1231" style="width: 1233px; height: 471.738px;" height="472"></span></p><p><strong><span style="font-size: 10pt;">Fig 8. Travel Hours subsection.</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Distance Travelled</span></strong></p><p id="isPasted">This subsection will only show if you are <a data-fr-linked="true" href="https://usehalo.com/halopsa/guides/1965" id="isPasted" target="_blank" rel="noopener noreferrer">tracking distance travelled</a>. </p><p><br></p><p>This subsection will show all travel distance entries that need to be invoiced, mileage records for example. Used when creating invoices based on the distance the agent has travelled rather than the time spent travelling. </p><p><br></p><p><strong><span style="font-size: 12pt;">Tickets</span></strong></p><p>This subsection shows all entries for all billable entities that relate to tickets. Including, labour time, travel hours, distance travelled, and items issued. </p><p><br></p><p>This section can be used to bill all entities relating to a ticket at once, or review how many billable entities a ticket has used. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQzODViMDg1LTc2ZDAtNGJiYi1hOTI5LWE5YmU1NTQ3MzZhYiJ9.FivR0QWz_pnuQ0QpWBdJvt5b22QCtdtEXWmz2A_SUQ0" class="fr-fic fr-fil fr-dib" width="1230" style="width: 1232px; height: 607.93px;" height="608"></p><p><strong><span style="font-size: 10pt;">Fig 9. Tickets subsection. </span></strong></p><p><br></p><p>This section has an additional ticket filter, which allows you to filter the entries that show on the page based on the ticket they relate to. In the figure x example, the page has been filtered to only show entries for the ticket 3430, once filtered we can see this ticket has one hour of labour time to invoice and an issued item to invoice. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQwZDZjNmZmLWVkYzctNDg3MC1hNmIyLTdkMThmOGZmZjY4MyJ9.Feo4fwNsI6RsOet68ZNZXBipFsbMgx5wH0DutdateTA" class="fr-fic fr-fil fr-dib" width="1218" style="width: 1220px; height: 699.079px;" height="699"></p><p><strong><span style="font-size: 10pt;">Fig 10. Filter tickets subsection by a specific ticket.</span></strong></p><p><br></p><p><span style="font-size: 14pt;"><strong>Filtering Invoices<br></strong></span></p><p><span style="font-size: 11pt;">Each section in the Ready for Invoicing area can be filtered to restrict the entries that show in each table. Filters are available at the top of the page to do this. Each subsection will be able to be filtered by customer, account owner, account manager and billing cut-off date; however, some subsections may have additional filters available. </span></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImU3ODc5NWRlLWQzMDctNGM2NS1hNWQzLTRmOWY5ZjQ4MDMxYiJ9.10yp6MCub_qMTUKLCLKhoSYuM3YFzANhrww1Epy4AzY" class="fr-fic fr-fil fr-dib" width="1225" style="width: 1227px; height: 569.458px;" height="569"></p><p><strong><span style="font-size: 10pt;">Fig 11. Filters in Ready for Invoicing. </span></strong></p><p><br></p><p><strong>Billing cut off </strong>- Here you can filter which entries show on the page based on the date they need to be invoiced. Moving this date forward will allow you to see entries that are due to be invoiced in the future, especially useful for reviewing recurring charges to a customer. </p><ul><li>This cut-off date can be set to include invoices from the entirety of the month chosen, rather than only showing invoices before the exact date chosen. In Configuration > Billing > Recurring Invoices, enable "Show Recurring Invoices in Ready for Invoicing for the entire selected month".</li></ul><p><strong>Customer</strong> - Filters entries based on the customer entries relates to. Useful if you would like to see/create all the invoices for a single customer. </p><p><strong>Account Owner</strong> - Filters entries based on the account owner of the customer. When an agent is chosen, only entries for customers this agent is the account owner of will show. Useful when account owners would like to review entries for their customers. </p><p id="isPasted"><strong>Account Manager </strong>- Filters entries based on the account manager of the customer. When an agent is chosen, only entries for customers this agent is the account manager of will show. Useful when account managers would like to review entries for their customers. </p><p><br></p><p><strong>Show each action</strong> - When enabled, labour entries will split out, so that rather than one entry showing per ticket, an entry will show per action. The action ID of the action the chargeable time was logged on will also show. </p><p><br></p><p><strong><span style="font-size: 12pt;">Table filtering</span></strong></p><p>When viewing entries in subsections, you will also have the option to filter by columns in each of the tables. </p><p><br></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjRiNGQ1ODNjLTY2YjAtNGUwMS05M2ExLTNmYTYzNzNjMWU4OSJ9.A5xuvLEeO-qg3npR6guT06hIQX0Q-ENjHwt1V7ylFKc" class="fr-fic fr-fil fr-dib" width="1214" style="width: 1216px; height: 535.777px;" height="536"></span><span style="font-size: 10pt;"><strong>Fig 12. Ready for Invoice screen focussed on Recurring Invoices.</strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">To see if you can filter by a column in ready for invoicing, hover over the column header and if the funnel symbol appears you can filter by this column. Select the funnel to filter. Columns with text values can be filtered by entering the name of the entity you want to filter by. Ticket ID can be filtered by typing in the ticket ID number. </span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">The columns 'Hours to invoice' and 'Included hours' can be filtered using relational operators: ">,>=,<,<=,=,<> ". This means you can filter by invoices that have a certain number of hours to be invoiced or included hours. For example, if you would only like to create invoices that have more than 2 hours to be invoiced, enter >2 in the filter bar. </span></p><p><br></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImUzNjQzZTI5LTk3NDktNGY2Ny04OWY4LWI5YjEzYjU1ZmRlMyJ9.XyJr9GnPVuMCN3C4cWnE3aBAl2rCiR0Q4nj7FNi2beI" class="fr-fic fr-fil fr-dib" style="width: 728px;"></span></p><p><span style="font-size: 10pt;"><strong>Fig 13. Hours to invoice filter.</strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">Note that this filter works using hours, but the value displayed is shown in Hours: Minutes. This means that is you would like to filter by a certain number of minutes, you need to covert this to hours. For example, if I wanted to show tickets that only have 15 minutes or less time to be invoiced, I would need to enter the following in the filter: <=0.25.</span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">To view the invoice information in depth, click the arrow on a line item. This will display each charge relating to that invoice along with the customer information. </span></p><p><br></p><p><strong><span style="font-size: 12pt;">Custom Filters</span></strong></p><p id="isPasted"><span style="font-size: 11pt;">You can also create custom filters to filter all results shown on the Ready for Invoicing page. To do this, head to </span>Configuration > Billing > Labour and Travel<span style="font-size: 11pt;">, click the "Awaiting Review/Invoice Filters" button > set the "Use" to "</span><span style="font-size: 11pt;"><a href="https://usehalo.com/halopsa/guides/1960/" target="_blank" rel="noopener noreferrer">Awaiting Review</a></span><span style="font-size: 11pt;">". Any filters created with this use will be available to use one the Ready for Invoicing page and the Awaiting Review page. <span style="font-size: 11pt;" data-pasted="true">You can create filters based on a variety of system fields, including custom fields<span style="font-size: 11pt;">. Recurring Invoice custom fields will be available to use in filter criteria from v2.238+. </span></span>In this example, we are creating a filter that only returns invoices due to be created for customers with the Top Level "Areas".</span></p><p><br></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImIzYTk1MjA2LTgxYmItNGIyMi04MmMwLWYwYjlmMmY1Nzc2OSJ9.9JyCwJkE79tcCy3csFZS9qzmK_JWThJy7lFLBRcUMfo" width="964" height="400" class="fr-fic fr-dii"></span></p><p><br></p><p><br></p><p><strong><span style="font-size: 10pt;">Fig 14. Creating a filter profile.</span></strong></p><p><br></p><p><span style="font-size: 11pt;">You can then choose the filter within the "Ready for Invoicing" screen.</span></p><p><br></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImE1ZjczNzYxLWZmOTItNDlmZS04OGI2LWU0ZjZjOTUwZjYxYSJ9.dnY3anJqfcF59jkshpRnSjj1Wkf7a5-nDNl42eR8Q44" width="1205" style="width: 1207px; height: 438.096px;" class="fr-fic fr-dii" height="438"></span></p><p><span style="font-size: 10pt;"><strong>Fig 15. Adding a filter to the Ready for Invoicing screen.</strong></span></p><p><br></p><p><strong><span style="font-size: 14pt;">Creating Invoices</span></strong></p><p>In order to create invoices in the Ready for Invoicing area simply select the entries you would like to create invoices for then use the 'Create Invoices' button in the top right of the page. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImE5NTQzMDI0LThiMmQtNDYwNy05YjNmLWI2YjkxNzQ4NWJjZCJ9.NpXyX8zcbfBkh5Zhllzjso7hZ5FPNMUnVHRHOvH0EUA" class="fr-fic fr-fil fr-dib" width="1224" style="width: 1226px; height: 575.935px;" height="576"></p><p><strong><span style="font-size: 10pt;">Fig 16. Selecting invoices for creation. </span></strong></p><p><br></p><p>To select all the entries in a table, use the checkbox in the top left of the table. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjU3NWVmMmE3LTdkYzQtNGUwNC05YzE3LTYwNTQ1YjZkZWEwOCJ9.mGCrhJzMscmggyFjwHg7Rqc3gjP6gf1sy6CTR4iF1CM" class="fr-fic fr-fil fr-dib" width="899" style="width: 901px; height: 485.504px;" height="486"></p><p><strong><span style="font-size: 10pt;">Fig 17. Select all entries in a table.</span></strong></p><p><br></p><p>To select all entries on a page, use the 'Select Everything' button. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjcxZjZlNzI0LWE3ZDAtNDc5MS1iMTJlLTY2NzRjNDIzNzFhOSJ9.cZXw3WUcUmYFjVGlnEnHJJF0shTs4LgUN5r0KYCDOaQ" class="fr-fic fr-fil fr-dib" width="1217" style="width: 1219px; height: 611.713px;" height="612"></p><p><strong><span style="font-size: 10pt;">Fig 18. Select everything on page.</span></strong></p><p><br></p><p>Only selected entries will have an invoice created, therefore if you would like multiple entries on the same invoice you will need to ensure these are both/all selected when creating the invoice. The number of invoices that are created will depend on various<a data-fr-linked="true" href="https://usehalo.com/halopsa/guides/2599" id="isPasted" target="_blank" rel="noopener noreferrer"> invoice creation settings</a>, however, by default an invoice will be created per customer with all billable entities for the customer being added onto the same invoice. Various options are available to have invoices created per ticket, per contract, per site etc. If you would like a particular entry invoiced on its own, you can select this entry alone when creating the invoice. </p><p><br></p><p><strong><em>Note: If you are working in an instance of Halo on version 2.230.1 or higher, there will be a "Site" column next to the Customer column for all entities in Ready For Invoicing. </em></strong></p><p><br></p><p><span style="font-size: 14pt;"><strong>Deleting and Editing Invoices</strong></span></p><p><span style="font-size: 11pt;">Sometimes you may wish to re-attempt the invoicing process if your invoices didn’t turn out quite how you expected. No problem, just delete those invoices! The handy thing about deleting an invoice in Halo is that doing so also marks all of the items on that invoice as unbilled again, easily reverting back to the state before the invoices were created. Halo will even delete those invoices from your third-party accounts system, if possible.</span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">If its just a few small changes, you may decide to edit the invoices instead. You can simply click ‘Edit’ and add or remove items or edit other details on the invoice. Any items you remove from the invoice (that were added by the billing run) will be added back to the unbilled list, just like when deleting an invoice. Again, Halo will attempt to update the invoice in the third-party accounts as well, all in real time.</span></p><p><br></p><p><br></p><p><br></p>
