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For the fastest and best help — with full transparency, we recommend that you use our Customer Portal.
Our support team works best and fastest with your case via our Customer Portal. If you prefer to be contacted by email, phone or would like to book an appointment, please feel free to contact us via our form or email.
Here you will find the answers to our most frequently asked questions. Please check if our FAQ can guide you forward! If not, you as an existing customer can easily create a new case in our Customer Portal.
How to set up SSO for HaloPSA, customers and ourselves?
SSO is done through a Microsoft Azure Application that you connect with Halo and then allow this as a login method, both for yourself and the customer when logging into the Self Service Portal.
How to add a requirement field to an Action in HaloPSA?
Inside your Action, under Configuration > Tickets > Actions, you enter the tab Field List. Here you can add the fields you want, and then edit the field to make it a requirement.
Where do I set that a Recurring Invoice to handle License Billing?
In order to control license invoicing in Halo, the licenses need to be loaded, this is done by integrating with the vendor you buy from, e.g. CSP or ALSO. After that, you add a line on your recurring invoice linking number and price. The number of licenses of the linked type will now match the number of licenses available on the client in Halo, you can also set it here if you want the price and cost to be overwritten with what comes from the integration.
How do we edit the appearance of the lines that the invoice generates?
Default settings for the invoice lines can be edited under Configuration >Billing > Invoice Creating. Here you can find different descriptions for e.g. charge type, issued item, recurring item etc. that can be populated with variables or static text with what should be displayed on the invoice line. This can then be changed on each invoice if desired before sending it to the end customer.
How do I control SLA based on ticket type?
You can set a specific SLA (Configuration > Tickets > Service Level Agreements) on a ticket by creating a ticket rule under Configuration > Tickets > Ticketregler. For example, you can match a specific ticket type against a specific SLA.
