<div><div><div><div><div><div><div><div><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><div><div><p><strong><span style="font-size: 11pt;">In this guide we will cover:</span></strong></p><p><span style="font-size: 11pt;"><strong>- How to have lines on an invoice grouped based on the product group they are in</strong></span></p><p><span style="font-size: 11pt;"><strong>- Checking the group a product is in</strong></span></p><p><br></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">Within Halo, there is the option to categorise (group) lines on an invoice based on the product group set within Halo. To enable this option, first navigate to Configuration > Billing > General Settings and go to the "Advanced Settings" dropdown. There will be an option called:<img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjE1ZTAwMjQ3LWVkYmEtNGZhNC04ZTdmLTJkMmNiMWU5ZTQzMCJ9.20vSxIa3C_D7J00FFgIE81A-EsNCMPLe_VePNyNeFkU" class="fr-fic fr-fil fr-dib"></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">This option will change the visualisation of invoice lines in Halo. Additionally when syncing to the 3rd party accounting software Xero (only for Xero currently), the grouping will be replicated. Prior to enabling this setting, invoices will display the following way:</span></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImNkZmE2OTFlLTFjMDctNGJmZi1iNTg3LWIzN2E2ZDgzMjMyNyJ9.dK3ALVpDmVtg6-w9ZnNtChuxH1oHl0cb2lWHqhvtVjI" class="fr-fic fr-fil fr-dib" style="width: 1070px;"></span></p><p><span style="font-size: 10pt;"><strong>Fig 1. Invoice lines before item grouping enabled</strong></span><strong><span style="font-size: 10pt;"><br></span></strong></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">After enabling the setting, the product groups will dictate the categorisation of the invoice lines:</span></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjViNmVmMDFmLTI3Y2UtNDhmYS1iMzBhLTZkZjQ0OTZjMDk3NCJ9.HGawub2kDc8fvH7v9_R8som3BCqadyNh1x_QVfAEu3Y" class="fr-fic fr-fil fr-dib" style="width: 1073px;"></span></p><p><span style="font-size: 10pt;"><strong>Fig 2. Invoice lines after item grouping enabled</strong></span></p><p><br></p><p><span style="font-size: 14pt;"><strong>Checking the Group a product is in</strong><strong><br></strong></span></p><p><span style="font-size: 11pt;">Product groups are configured in the products area of Halo, to create or edit groups, right click on the existing list of groups, as shown in the below image:</span></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImM1NTUxNmJiLTU2ODEtNDZkZi1iYTBiLTI0MDMwMDY1NGQwMiJ9.J4Ll8XCdsCzGCrBgmQQAw1H4PF6_YJyQgjdanuNn8j0" class="fr-fic fr-fil fr-dib" style="width: 1069px;"></span></p><p><span style="font-size: 10pt;"><strong>Fig 3. Edit/Create new product group</strong></span><strong><span style="font-size: 10pt;"><br></span></strong></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">A group can be set per product by editing the product and changing the group dropdown.</span></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijk1MmI1MTBlLTQzMWItNGVkZS05M2M0LTJmOWEwMDVmODk2ZSJ9.7wwBtBfH3_VGlsNYtAWLqh7pqPxa6ZCg5O_o8SB4JOc" class="fr-fic fr-fil fr-dib"></span></p><p><span style="font-size: 10pt;"><strong>Fig 4. Product group set against product</strong></span></p></div></div></div></div></div></div></div></div></div></div>
