HaloITSM Guides

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

Billing Templates

creating billing templates: 18 minutes into this video:

A good point to note for using Billing Templates: If you have the same billing template for multiple clients, changing the billing template is alot easier than changing every billing rule for each client. Check the guide on bulk applying billing templates to clients (scroll to the bottom of this guide).

To add a billing template to a client, navigate to the clients profile on Halo and then scroll down the Billing tab, then under the Billing Rule dropdown, you can add the Billing Template:

Fig 1. Applying the Billing Template to a Client

After the billing template is applied, it will automatically refresh that section of the page and add the new billing rule, make sure to save the page as well.