<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 pay as you go agreement </strong></p><p><br></p><p>This is an example of the setup required for a Pay As You Go (or break-fix) customer. In this example the client will be charged per hour for labour on charge rates with a charge per hour on tickets they have logged, or the service desk have logged on their behalf.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjI2Y2JmMWQ0LTcyMzEtNDllMS04ZWQ1LWFiZDcwNGMxNjI0NSJ9.twIq0v2NTGfAsn6s8uGsIfWA3yX8PRnCw6RteuBtXyc" class="fr-fic fr-fil fr-dib" width="639" height="958"></p><p><strong><span style="font-size: 10pt;">Fig 1. Billing Rule setup</span></strong></p><p><br></p><p>Using the above billing rule all billable time will be unmatched, and therefore be logged to "Pay as you go". This means that all time logged against chargeable charge rates will be billed against the client.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImRhNGVhZTRlLWRhYWYtNDMyMi1hMmQ2LTQxNzIzZmFhMTA0MyJ9.svUxfemQB5G7PuyNdpfo1kwoAGDGtN_5hdZ1c2nLvfQ" class="fr-fic fr-fil fr-dib" width="1185" height="308"></p><p><strong><span style="font-size: 10pt;">Fig 2. Charge rate config (Configuration > Billing > Charge Rates)</span></strong></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjlkNTAyMWYyLTQ3ZDMtNDEyMS04OWNlLTJmMTRmZWU5ZTc4YyJ9.f401fLSpgETdQ0MlEm5pMglxrH-mhTP982fsVLmkcdM" class="fr-fic fr-fil fr-dib" width="417" height="223"></p><p><strong><span style="font-size: 10pt;">Fig 3. Chargeable action</span></strong></p><p><br></p><p>Once the action has been logged, and the ticket is closed and reviewed (if this is required based on billing general settings for "Ticket Review Processing" and "Billing on Open Actions"). If all requirements are met you will be able to see the billable time in the ready for invoicing screen under labour (navigation menu *Click into Invoices Area* > *Click into Ready for Invoicing*). </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjBmZGYyZjRmLWNkOGQtNDQ2YS1iMGQyLTQyNzMzZmJmZTU3NyJ9.4CALpPSiCRRGLqHvYYJHB265bhmP485CtMb25647JvM" class="fr-fic fr-fil fr-dib" width="1103" height="306"></p><p><strong><span style="font-size: 10pt;">Fig 4. PAYG Time Ready for Invoicing</span></strong></p><p><br>From the above location you can generate the invoice and bill the client for time.</p>
