HaloITSM Guides

Guides > Billing Templates

Billing Templates

---

Billing Template Creation Settings

Field	Type	Description
Name	Free Text	The name of the billing template
Billing Rules	Table	Decide which charge rates etc should be attached to certain ticket types. This feature also allows you to decide what assets and users are to be included in certain billing plans.
Treat Unmatched as	Pay as you go/ Don't Invoice	Anything not matching the billing rule should be treated as either Pay as you go or Don't Invoice.

Agreement

Information: If a billing plan is set to Agreement and no Agreement exists for the Client, one will be created automatically with the following configuration.

Field	Type	Description
Create an Agreement if none exist	Checkbox	When left turned off, no agreement will be created when a billing template is applied to a customer.
Hours Per Period	Integer	The number of hours given per agreement, can be checkbox set to "Unlimited". Hours per period is the amount of hours that the agreement provides per period. After this amount of hours has been used, billable hours can be charged for or set to not be invoiced.
Labour Period	Single Select	Determines the Labour period for this billing template i.e. yearly, monthly.
Agreement Type	Single Select	Choose a default agreement type to give this newly generated agreement i.e. gold package, silver package, etc. This can be useful for reporting purposes. SLA's can be set against agreement types and also within billing rules lines, you can set the agreement type from the single select field called "User must be covered by an Agreement with this Type".
Agreement Subtype	Single Select	Add an agreement subtype to the newly created agreement made from the billing template. A more granular way to categorise agreements, this is purely for reporting purposes.

Recurring Pre-pay

Field	Type	Description
Date of Next Payment	Date	Decide the date of the next recurring pre-pay payment.
Expiry of Pre-Pay in Months from payment	Integer	Set the number of months after the payment in which the Pre-pay will expire. Set it to 0 to disable
Amount	Integer	The payment amount for the recurring pre-pay.
Hours	Integer	The quantity of recurring pre-pay hours given.
Recurring Period	Single Select	Decide how often the recurring pre-pay is renewed and due for payment
Minimum Deduction	Integer	deduct a minimum amount of hours each month, e.g. if 1 hour was used and the minimum was set to 2 hours, then an additional hour would be taken. If 3 hours were used, then minimum deduction would be ignored.
Automatic Deduction	Integer	auto deduct a set amount of hours every period, from the pre-pay, regardless of hours used.
Process deduction only when account is active	Checkbox	Deductions will only apply if the customers account is active.

Pre-pay Auto Top-up

Field	Type	Description
Threshold	Integer	The minimum amount of hours that can be left before the pre-pay will auto top-up.
Top up by this amount of hours	Integer	The amount of hours to auto top-up by.
Top up to this amount of hours	Integer	The maximum amount of hours that can be auto topped up to. e.g. if the threshold was 5 and the Top up was 20, but the "Top-up to this amount of hours" was also 20, then the auto top-up would only be 15 hours and the balance would be capped at 20.
Cost per hour	Integer	The cost of pre-pay auto top-up hours. if "Top up by this amount of hours" was set to 20, and the "Top up to this amount of hours" was set to 20, and threshold was 5, then the cost per hour (CPH) would be CPH * 15.

Popular Guides

• Asset Import - CSV/XLS/Spreadsheet Method
• Call Management in Halo
• Creating a New Application for API Connections
• Creating Agents and Editing Agent Details
• Departments and Teams
• Halo Integrator
• Importing Data
• Multiple New Portals with different branding for one customer [Hosted]
• NHServer Deprecation User Guide
• Organisation Basics
• Organising Teams of Agents
• Step-by-Step Configuration Walk Through
• Suppliers