HaloITSM Guides

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

Billing - Agreement Multiplier

In this lesson we will cover:

- What an agreement multiplier does

- Setting them against a charge type

- A worked example of the agreement consuming double the amount of time

The agreement multiplier allows you to specify whether more hours get deducted from a customer's agreement hours depending on the charge type that is used. i.e. 1 hour of on-site support could deduct 2 hours from a customer's agreement. You can set the agreement multiplier both globally or at an individual customer level, but for this example, we will look at the global option.

First, you will need to set up a agreement against the customer. I have set up a agreement by going to the agreements module on the left-hand side and created a new client agreement. Against this agreement, I have specified the customer has 10 hours per month.

Fig 1. The Customer Agreement Screen

Once you have the agreement, you will need to go to the charge type and add in a agreement multiplier. Go to Configuration > Billing > Charge Types > and select the charge type you would like to have the multiplier > edit this and enter a multiplier. In this example, I will specify that on-site support will deduct 2x the number of hours from the agreement.

Fig 2. The Agreement Multiplier Setting Against a Charge Type

The final part of the setup is to create the billing rules so that work performed on a customer's ticket is deducted from the agreement. To do this go to a customer > settings > Billing Rules. In this example, I have decided that all work will get deducted from the agreement and once the 10 hours on the agreement have been used up, the customer will be charged "Pay as You Go" by using the global default. If you have not worked with billing rules before, please sign up to our HaloPSA Academy as this will go into the combinations in detail and is free!

Fig 3. The Billing Rules Against a Client

This will now mean that any work performed against the customer will be deducted from the agreement and any on-site support charges will deduct 2x the time.