<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p id="isPasted"><strong>In this guide we will cover:</strong></p><p><strong>- An Example agreement set up for a customer who has a Pre-Pay agreement</strong></p><p><br></p><p>This is a setup for a client with a Pre-paid block of hours. For example, the client can purchase 10 hours that will expire on a given date but will last up until that date and can be gradually used on an ad-hoc basis.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQxNjNlOTEyLTAzNTAtNDQ4Mi04YjJjLTVlNjgxOTY5YWM4YiJ9.qfTTMLTccO7RIgBs83IhgzHDDIKBsw4r6p96McIhJFc" class="fr-fic fr-fil fr-dib" width="1105" height="833"></p><p><strong><span style="font-size: 10pt;">Fig 1. Example 10 hour Pre-Pay budget with set expiry</span></strong></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjNjYWM5NTkyLWFiY2YtNGE1MS1hMWJjLWQ0ZDA2NGY1MjIyNiJ9.6xi8ZLAIKO0-ZFddlZ0tAE7fiGPZTNsCQ_HyaTFlSiw" class="fr-fic fr-fil fr-dib" width="1462" height="870"></p><p><strong><span style="font-size: 10pt;">Fig 2. Billing Rules for Pre-Pay usage</span></strong></p><p><br></p><p>The above Billing Rule will allocate all billable time against the Clients Pre-Pay balance. Once the 10 hours has expired they will go onto the unmatched plan, which for the above is Pay as you go.</p><p><br></p><p>The below option is available to use a monetary value. The "Pre-Pay Hours Used" field will instead be "Pre Pay Amount Used".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjNhNGZhZWIzLWNlNzEtNDViNC04MjZlLWJhZTRmMThhMTdkMSJ9.8PNDAFUFtoqjLPEvxg6JpCz_SY3kqWS6VlUEvPXPVFQ" class="fr-fic fr-fil fr-dib" width="272" height="40"></p><p><strong><span style="font-size: 10pt;">Fig 3. Choosing how to calculate pre-pay.</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Pre-Pay Auto top-up against agreement</span></strong></p><p>This prepay feature allows you to automatically increase the bucket of hours a customer gets per period. The following can be found on the Pre-Pay tab of an agreement:</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjczNjRjNGU2LTJmOGMtNDU3NS1hYjk5LWRkN2NkMDFmMmQ4NCJ9.DAsUD-EMQfA5vbvp9rO5teEjaGVehh5vKNi2JLediGY" class="fr-fic fr-fil fr-dib" width="916" height="513"></p><p><strong><span style="font-size: 10pt;">Fig 4. Top up configuration.</span></strong></p><p><br></p><p><strong><em>Note: The scheduling service must be enabled for this functionality to work</em></strong></p><p><br></p><p>The threshold refers to the minimal amount of prepay allowed in the current period before auto top-up applies. "Top up to this amount of hours" refers to - The maximum amount of hours that can be auto topped up to. e.g. if the threshold was 5 and the Top-up was 20, but the "Top-up to this amount of hours" was also 20, then the auto top-up would only be 15 hours and the balance would be capped at 20. Cost per hour being the override for the value of hours that are given via auto top-up.</p>
