HaloPSA Send Result

In current versions of BillingBot, after a successful sending you are automatically redirected to the Invoice History, where you can see the invoices created or updated (if the send came back with a notice, such as recurring invoices to check, it is shown first; see Send Charges to HaloPSA). This popup window corresponds to earlier flows and may not appear in your version. Its title is "Invoice Transmission Result" and its purpose is to confirm which invoices were created or updated in Halo, for how many clients, and give you quick access to review each one.

When to use this screen

It opens on its own, without you having to look for it, immediately after the send to Halo completes successfully (that is, when the send process returned no errors). Use it to:

• Confirm how many invoices were created or updated in Halo in that send batch.
• See which client each invoice belongs to and how many lines it contains.
• Open the detail of a specific invoice to review it in Halo.

If the send had errors, the error screen is shown instead (not this one).

What it shows

The window contains a table titled "Invoices Processed" with one row for each invoice created or updated in Halo during the send:

Available actions

Each table row has two action buttons in the "Actions" column:

• Show (eye icon, "Show Invoice"): opens the detail of that invoice by querying its current information directly from Halo. If the invoice number belongs to a recurring invoice, the system automatically looks up the recurring template's data instead of a one-time invoice. This action is read-only and does not modify anything.
• Reverse (undo icon, "Reverse Invoice"): the button is visible in the table, but in the current version of the screen it does not perform any action when clicked. If you need to reverse or delete an invoice that was sent by mistake, do so directly from the corresponding reverse results screen or contact support; do not rely on this button to undo a send.

To close the window, click the close icon (X) in the top corner. Closing it simply hides the summary; it does not affect invoices already created in Halo.

Step-by-step flow

1. From the Halo invoice review screen, you send the selected lines by clicking the send-to-Halo button.
2. If the send completes without errors, the invoice-building view closes and this result window opens automatically.
3. Review the table: check that the number of clients and lines matches what you expected to send.
4. If you want to confirm the exact content of an invoice in Halo, click Show on the corresponding row.
5. Review the information that loads (if there is a problem retrieving it, you will see an error message on screen).
6. When you finish reviewing, close the window with the X icon.

Common errors and how to resolve them

• Error message when clicking Show: if the query to Halo for the invoice detail fails (for example, the invoice was deleted in Halo after the send, or there is a connection issue), the screen shows the error message returned by Halo at the top. Verify directly in Halo that the invoice exists and try again.
• Unexpected error while retrieving the detail: if an unforeseen technical problem occurs during the query, you will see a generic system error message. The incident is automatically logged for the support team; if the problem persists, report it citing the affected invoice number.

Related screens

• Invoices ready to send
• Invoice detail in Halo
• Errors when sending to Halo