HaloITSM Guides

Documentation to assist with the setup and configuration of the HaloITSM platform

Bulk Applying Billing Rules

In this guide we will cover:

- How to bulk-apply billing rules to customers

Bulk-applying billing rules to customers saves you from having to configure each customer's billing rules individually.

The Billing Templates will create an agreement if the customer does not have one, so it is recommended to create the agreements first. This can be done either manually or through the import spreadsheet and this will allow a billing rule to match an existing contract, rather than create a new one.

1. Add a column to the "Client and Site" import spreadsheet called "billingtemplate_id"

2. Put the ID of the Billing Template in that column against each customer. You can find the ID of the Billing Template by navigating to it in Configuration > Billing > Billing Templates > select one > look in the URL for the ID of that template.

3. Import the customers by going to Configuration > Users > General Settings > Import Customers & Sites, this will set the "Billing Template" drop down field on your customers, but it won't update the combinations yet.

4. Go to Config > Billing > Billing Templates > select the template > click "Update Customers", this will then update every customer so that it uses the Billing Rules in the template.