HaloPSA Agent Handbook
Clients in HaloPSA
Client Financials
Tax Rules
1. What a Tax Rule IsTax Rule (HaloPSA) – an automation that, at the instant an invoice is saved ...
📘 How to View a Client's Last Recurring Invoice in HaloPSA
This guide shows you how to check what a client was be billed in the previous billing period for ...
Mapping HaloPSA Clients ↔ Stripe Customers
PrerequisitesYou have Admin (or equivalent configuration) rights in HaloPSA.The Stripe integratio...
How to Receive Manual Payments via Credit Card (Stripe) Within HaloPSA from an Invoice
Goal This guide will help you easily receive manual payments through credit card using Stripe wit...
How To Guide: Managing Cards for Recurring Invoices in HaloPSA
To View the Card Set for Recurring Invoices: Step 1. Go to a client in HaloPSA. Step 2. Go to t...