<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><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><strong>In this guide we will cover:</strong></p><p id="isPasted"><strong>- How grouping for invoice lines is determined</strong></p><p><strong>- Invoice Each Ticket Separately</strong></p><p><strong>- Add Labour and Products from Tickets and Pre-Pay charges onto Recurring Invoices</strong></p><p><strong>- Merge Sales Orders into One Invoice Per Client</strong></p><p><br></p><p><br></p><p><strong>Admin Guides:</strong></p><ul><li><strong><a data-fr-linked="true" href="https://usehalo.com/halopsa/guides/1349/" id="isPasted" target="_blank" rel="noopener noreferrer">General Settings</a></strong></li></ul><p><br></p><p>There are several ways that you can group invoice lines based on different types of charges, i.e: Recurring Invoice Lines, Labour Lines, Invoiced Sales Order lines etc..</p><p><br></p><p>Based on how you want your invoices to be grouped, you will need to consider a few configuration options in Configuration > Billing > Invoice Creation. The main single select fields to pick from will determine how grouping is set for Labour lines on invoices and Project lines on invoices.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImVjYTExN2U3LTczNzEtNGViNC1hZTUzLTM0YmExMDg3MzliNCJ9.eAAL1T5UIjt54EFnzR2z4JHrfE3TiJNc0lkbNT0RnLY" class="fr-fic fr-fil fr-dib" width="1191" height="173"></p><p><strong><span style="font-size: 10pt;">Fig 1. Grouping for Labour Lines on Invoices</span></strong></p><p><br></p><p>The setting in <strong>Fig 1.</strong> determines how invoice lines for billable time are presented. For example, 'No Grouping' will result in each individual action being it's own line on an invoice while 'Group by Ticket and Rate' will result in one invoice line for each ticket/rate used. No grouping works well if you want to specify things like Time Taken and Action Date on the line description.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImNjODI4ZmNiLWRlOWMtNGViMS1hOTdjLTE1OGEzMGZjZTI5MCJ9.J4L1-5xwkk5KSEEsnJt405SyOPs153HMzuRVBmuhLwg" class="fr-fic fr-fil fr-dib" width="452" height="181"></p><p><strong><span style="font-size: 10pt;">Fig 2. Project Lines on Invoices</span></strong></p><p><br></p><p>The other grouping single select is for Projects, when invoicing for projects. The time added across all Project Tasks will be billed against the Parent Project Ticket, the grouping acts similarly to the Labour lines.</p><p><br></p><p><strong><span style="font-size: 14pt;">Invoice Each Ticket Separately<img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImY0ODk0NzA0LThkZjYtNDVkZi05ZWUzLTljMDJlYmFmMWQ5YSJ9.gFnoKSm6HiG8mbOnNDgSZVGB4g3zIVBsYEK3ZtjOC-E" class="fr-fic fr-fil fr-dib" width="428" height="72"></span></strong></p><p><strong><span style="font-size: 10pt;">Fig 3. 'Invoice Each Ticket Separately' - configuration option</span></strong></p><p><br></p><p>This setting also exists on the billing tab of tickets, in case you want to separately invoice one specific ticket.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjY5NmUyZGI5LTUyYmMtNGQwMi1hZWY3LTRjZDk0MTQ2MmE5YiJ9.reODzq2sYsyU5oCZ0ZcjRj5cDfcrPyBBqonO2qPgobo" class="fr-fic fr-fil fr-dib" width="251" height="58"></p><p><strong><span style="font-size: 10pt;">Fig 4. 'Invoice this Ticket Separately' setting against the ticket</span></strong></p><p><br></p><p><span style="font-size: 11pt;">This setting can also be enabled against each customer, found under the 'billing' tab of the customer profile.</span></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjFlNTU0NTE4LTFkNGYtNDQ5YS05MTBiLTIyNGMwYWNiNDZjMiJ9.-3bnbdmevfb50jZALKUL4rWJPFH1dZsd4zDZZFKcU7c" class="fr-fic fr-fil fr-dib" width="576" style="width: 578px; height: 267.997px;" height="268"></p><p><strong><span style="font-size: 10pt;">Fig 5. 'Invoice Tickets separately for this Customer'</span></strong></p><p><br></p><p>When enabled against the customer only tickets for this customer will be billed separately. All other customers can have billable time against tickets invoiced on a single invoice (rather than one invoice per ticket). </p><p><br></p><p><br></p><p>When this option is enabled, distinct invoices will be created for each ticket that contains billable time rather than having the billable time for various tickets on a single invoice. With this option enabled, billable time will not be added to recurring invoices/invoices from sales orders. Items issued will still be merged onto the generated invoice, given the labour and items issued are for the same ticket.</p><p><br></p><p><strong><span style="font-size: 14pt;">Add Labour and Products from Tickets and Pre-Pay charges onto Recurring Invoices<img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImU0OWE3YWEyLTYwNzctNDljNS05NmJlLTJkNGUzMGMzZGEyNyJ9.iAHySdilOqJMTr93D0KDXhkbEnT1QdxAgRCJS22KySE" class="fr-fic fr-fil fr-dib" width="1028" height="73"></span></strong></p><p><strong><span style="font-size: 10pt;">Fig 6. Adding Labour/Products to Recurring Invoices</span></strong></p><p><br></p><p>Enabling this option will add billable labour, Items Issued and Recurring Invoice lines to the same invoice when generated. In order to achieve this, you must ensure you select all appropriate records you would like to add to the invoice (from the Ready for Invoicing screen). For this to work, you must ensure you have the option described in Fig 1 disabled.</p><p><br></p><p><strong><span style="font-size: 14pt;">Merge Invoices into Once Invoice Per Client</span></strong></p><p>Invoices created for a Client can be merged into a single invoice, so the client only needs to be sent a single recurring invoice contains lines from each of their recurring invoices, labour charges etc. </p><p><br></p><p>This ability is enabled globally under Configuration > Billing > Invoice Creation, using the setting shown in figure 7. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjVkMzhkMTBhLWIxYTEtNDQ0NC1iOTNjLWI2NmMzOTJjZTU3NSJ9.1eVbbjq7Lzbujz5VxN9PYsMg1pnGJljQ8jIKLoeMzuw" class="fr-fic fr-fil fr-dib" width="969" height="323"><strong><span style="font-size: 10pt;">Fig 7. Merge recurring invoices into one invoice per client</span></strong></p><p><br></p><p>When enabled, if a recurring invoice for a client is against a specific site, only recurring invoices that share the same site will be merged, otherwise they will be created on their own invoice. </p><p><br></p><p>If the recurring invoices created each contain identical product groups, these groups will be merged when the invoice is created. The invoice will show the group once with each of the line items assigned to this group. When items groups are merged onto the same invoice, if the same item is in both groups a line will show per item, per recurring invoice, the quantity of the items will not merge. </p><p><br></p><p><strong><em>Note: This setting can be overridden on a per ticket and per recurring invoice basis. If a ticket or recurring invoice is set to be invoiced separately, they will not be merged with other invoices for the same customer. </em></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Merge Sales Orders into One Invoice Per Client<img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjY1MzE2NDdiLWU2YmItNDc3Yy05NTUwLWE4YTBmZDBjMWNiYiJ9.h02KoIPZDSh-JyeYJQI7q1ZEu0LT6uzFXaTO718QQj4" class="fr-fic fr-fil fr-dib" width="418" height="64"></span></strong></p><p><strong><span style="font-size: 10pt;">Fig 8. Merging Sales Orders</span></strong></p><p><br></p><p>When enabled, all Sales Orders (per client) being invoiced will be added to a single Invoice. When this option is enabled, Sales Order lines will be merged with other types of invoice lines (as described in Fig 6).</p><p>This means that, in order to merge all types of invoice lines into one single invoice, your configuration should include:</p><ul><li>Invoice Each Ticket Separately = disabled</li><li>Add Labour and Products from Tickets and Pre-Pay charges onto Recurring Invoices = enabled</li><li>Merge Sales Orders into One Invoice Per Client = enabled</li></ul><p>You should also select <em>all</em> types of charges you wish to merge when creating your invoice(s).</p><p>If you are looking to Merge Sales Order lines with Billable Labour/Items Issued, but <strong>not</strong> with Recurring Invoices, then you should have similar configuration to the above, however you should not select your Recurring Invoices from the ready for invoicing screen. This will ensure that invoice(s) are created and merge Labour/Sales Orders. You can then subsequently head back into the Ready for Invoicing screen and create your Recurring Invoices separately.</p>
