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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>- Categorisation</strong></span></p><p><span style="font-size: 11pt;"><strong>- Adding to Billing Rules</strong></span></p><p><span style="font-size: 11pt;"><strong>- Restricting Category Values on Ticket Types</strong></span></p><p><span style="font-size: 11pt;"><strong>- Issue Products on Tickets</strong></span></p><p><span style="font-size: 11pt;"><strong>- Invoicing a Percentage of a Sales Order</strong></span></p><p><br></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><strong>Admin Guides:</strong></span></p><ul><li style="font-weight: bold; font-size: 11pt;"><a href="https://usehalo.com/halopsa/guides/1808/" rel="noopener noreferrer" target="_blank"><strong>Ticket Categorisation</strong></a></li><li style="font-weight: bold; font-size: 11pt;"><strong><a href="https://usehalo.com/halopsa/guides/1442/" rel="noopener noreferrer" target="_blank">Advanced Settings</a></strong></li><li style="font-weight: bold; font-size: 11pt;"><a href="https://usehalo.com/halopsa/guides/1850/" rel="noopener noreferrer" target="_blank"><strong>Project Management General Settings</strong></a></li></ul><p><strong><br></strong></p><p><strong><span style="font-size: 11pt;">Related Articles:</span></strong></p><ul><li><span style="font-size: 11pt;"><strong><a data-fr-linked="true" href="https://usehalo.com/halopsa/guides/1098/" id="isPasted" target="_blank" rel="noopener noreferrer">Project Billing - Milestone Billing</a></strong></span></li><li><strong><a data-fr-linked="true" href="https://usehalo.com/halopsa/guides/2262/" id="isPasted" target="_blank" rel="noopener noreferrer"><span style="font-size: 11pt;">Project Billing- Budget types vs Charge types</span></a></strong></li></ul><p><br></p><p id="isPasted"><span style="font-size: 11pt;"><span style="font-size: 14pt;" id="isPasted"><strong>Categorisation</strong></span></span></p><p><span style="font-size: 11pt;">Once a Project has been completed, it is time for billing. One of the most efficient ways to do this is to create a Category to allocate to the project ticket for PAYG Projects or for Prepay projects. This can be done by going to Configuration > Tickets > Categorisation > Category 3 Values and creating 2 new Categories.</span></p><p><br></p><p><span style="font-size: 11pt;">You can create the new categories with Level 1 as “Projects” and Level 2 as “PAYG” or “Pre-pay”.</span></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijg5Mjg1ODVkLTdjOWYtNGU2Yy1iY2ZhLTE1MGNlZDJkZGRkYSJ9.l77Cgo7HKKuurlCsl3xUpqovKusFtZZtLK0I_8UKtoI" class="fr-fic fr-fil fr-dib" width="935" height="796"></p><p><strong>Fig 1. New Category Screen</strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Adding to Billing Rules</span></strong></p><p><br></p><p><span style="font-size: 11pt;">You will need to create <a href="https://usehalo.com/halopsa/guides/1957/" rel="noopener noreferrer" target="_blank">Billing Rules</a> against the client’s profile to bill for a Project. This can be done by going to the client’s profile, then heading to the Billing Rules header, under the Billing tab.</span></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImMzY2U0MDMwLWE3OTMtNGFiYi1hMWJjLWE2NGMwZjNmZWU5MCJ9.Ekp5iMo5jxu22a1jUWWrirpNCFoKLcbD88f6oKYIk3w" class="fr-fic fr-fil fr-dib" width="987" style="width: 989px; height: 636.274px;" height="636"></p><p><strong><span style="font-size: 10pt;">Fig 3. Configuring Billing Rules for a Client Record</span></strong></p><p><br></p><p><span style="font-size: 11pt;">When you click on the Add button, you must fill in all the details and set the ticket type to Project. You can set the Category to be either of the categories we created, in this instance “Projects>PAYG” and then set the Billing plan to correspond. When setting the Pre-pay category, it is best to set this to “Do not invoice” as the project will have already been paid.</span></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjllYzI5OTM0LTc0NjQtNDNlYS04YWIxLTRkODY0N2UyM2U5ZiJ9.jJ_mkwqaq0LK8RIP0nCLmv2PRCY7Q7GmeVEkbwfTXaI" class="fr-fic fr-fil fr-dib" width="667" height="487"></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjNhOGM5ODE1LTZkOTAtNDY5ZC04MDMzLWM2MGZhM2VhOGM0NyJ9.G1FffASg4bMqo3aHLbfXbang9QBAo4LaZPZ4Lw4kYaA" class="fr-fic fr-fil fr-dib" width="674" height="738"></p><p><strong>Fig 4. Adding Billing Rules</strong></p><p><br></p><p><strong><em><span style="font-size: 11pt;">Note: </span></em></strong><span style="font-size: 11pt;"><em><strong>You will also need to ensure that your Project Ticket has the Category 3 field added to the Field List.</strong></em></span></p><p><br></p><p><span style="font-size: 14pt;" id="isPasted"><strong>Restricting Category Values on Ticket Types</strong></span></p><p><br></p><p><span style="font-size: 11pt;">You can also set the allowed values to only allow for these categories (Category 3 values) if you like, but this is not required. You can do this by clicking on the allowed values tab on the Project Ticket type and changing the Category 3 values to only allow Projects > PAYG and Projects > Pre-Pay. You can also add this to the Projects Task ticket type.</span></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjUyNGI5Njg4LTI1MTktNDNiYy04N2RmLWZmMWY2NDEwNTE0OCJ9.GmJ2e68Rs6YXkNK5_nRoOJX84Wi6YvVLEUS11CerzEw" class="fr-fic fr-fil fr-dib" width="638" height="512"></p><p><strong>Fig 5. Project Ticket Allowed Values for Categories</strong></p><p id="isPasted"><br></p><p><span style="font-size: 11pt;">Once you have completed all of your Project Tasks and are ready to invoice your Project, it will appear under our Projects tab under the Ready for Invoicing Section.</span></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImY1NDExNTg5LWRjZmQtNGYzNy05Yjc3LTIxMjQ3NTBkNzQ2MCJ9.MKJP2CbwCsv2e0qX0--GOQNlTtkOs7rQZwOUb5hVtHA" class="fr-fic fr-fil fr-dib" width="942" height="466"></p><p><strong>Fig 6. Projects in Ready for Invoicing</strong></p><p><br></p><p><span style="font-size: 11pt;"><em><strong>Note: </strong></em><strong><em>Project billing takes the summation of all billable time on Child Tickets (Project Tasks) and applies this to the Parent Project in the Ready for Invoicing module.</em></strong></span></p><p><br></p><p><span style="font-size: 14pt;"><strong>Milestone Billing (Method used before the Milestone Checkbox was Added)</strong></span></p><p><span style="font-size: 11pt;">There are currently two methods by which milestone billing is implemented: Adding Products onto Project Tasks or Invoicing for a percentage of the associated Sales Order. </span></p><p><br></p><p id="isPasted"><span style="font-size: 14pt;"><strong>Issue Products on Tickets</strong></span></p><p><span style="font-size: 11pt;">The first method involves <a href="https://usehalo.com/halopsa/guides/1978/" rel="noopener noreferrer" target="_blank"><strong>creating a Product </strong></a>with name similar to 'Project Milestone'. You can then issue this Product on Project Tasks where milestones have been met.</span></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjljZGE3NjdhLTVhYzAtNDQ5OC1iYzEwLWViZjk1MzgwMWE5ZSJ9.TSIRCUaGRSSprw3tsmO85aB8R1difbTaC1R66AA-8fU" class="fr-fic fr-fil fr-dib" width="393" height="589"></p><p><strong>Fig 7. Issuing a Product on a Ticket</strong></p><p><br></p><p><span style="font-size: 11pt;">You can then edit the price/description to reflect the milestone that has been met & invoice for this accordingly.</span></p><p id="isPasted"><br></p><p><span style="font-size: 14pt;"><strong>Invoicing a Percentage of a Sales Order</strong></span></p><p><span style="font-size: 11pt;">The second method can be utilised when creating an Invoice from a Sales Order - one available option when creating invoices from Sales Orders is to invoice for a percentage of the Order:</span></p><p><br><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjNlNmEyMjYxLWNmOGEtNGQ2OC1hNmU0LWI3NmI1OTdjMmE3YSJ9.B1j7dOmfBjcFJx-A73YbAOqcN-n0kMJ9IYnvEp_9Ml4" class="fr-fic fr-fil fr-dib" width="685" height="596"></p><p><strong>Fig 8. Creating an Invoice for a Percentage of the Order</strong></p><p><br></p><p><span style="font-size: 11pt;">Once you invoice for some percentage of the Order, you an come back to the Order and invoice for the remaining percentage.</span></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImI4ZjJmZGY3LTU0MTgtNDA1Mi05ZGU1LWFjODQxZTU1NGQ5MCJ9.iwMNO-3GhFd9qGpZWKibAEaOibjjpTXx0fT_Lc5JOfA" class="fr-fic fr-fil fr-dib" width="683" height="594"></p><p><strong>Fig 9. Invoicing for a Percentage of the Sales Order, after some other Percentage has already been Invoiced</strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Choose Project Loading method</span></strong></p><p><span style="font-size: 11pt;">You can choose the method that is used to load projects to bill in Ready for Invoicing. </span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">Head to configuration > Billing > General Settings > Advanced Settings, here see 'Project loading method'.</span></p><p><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjE5MDIyZGE5LTAxYmQtNDcyOS1hNjdhLWIwN2VmZDdkYjE3NCJ9.EUifujHcrXMzqq07N0oOKz9cNJ7DA_L97T6_e7IOSFs" class="fr-fic fr-fil fr-dib" width="869" style="width: 871px; height: 745.938px;" height="746"></strong></p><p><strong><span style="font-size: 10pt;">Fig 10. Project loading method</span></strong></p><p><strong><br></strong></p><p>For faster loading times choose 'Use stored billable Project', this changes how projects to bill are loaded in the backend. </p><p><br></p><p>Once 'Use stored billable Project' is selected, use the button 'Update billable Projects' to ensure existing projects use the new method. This task will run in the background. </p>
