Trial Limit Reached and Subscription Activation

This is a pop-up window that appears automatically when your account is in trial mode and has reached the limit of invoices you can send to HaloPSA. Its only purpose is to inform you of the limit and offer you the option to activate your BillingBot subscription so you can continue invoicing without restrictions.

When to use this screen

You don't open this window manually: it appears on its own in the middle of the invoice sending flow, only when two conditions are met at the same time:

• Your account is still in the trial period.
• You have already processed more than 5 billing lines to HaloPSA.

It is shown right when you try to send a new invoice to Halo from the invoice detail screen, and it blocks that submission until you reduce the number of invoices in the queue to 5 or fewer, or activate your subscription.

What it shows

Available actions

• "Activate Now": activates your BillingBot subscription immediately. When you click it, the corresponding charge is processed through your payment method configured in Paddle, and all app features are unlocked, including unlimited invoice sending to HaloPSA. ⚠️ This action generates an immediate charge and is not reversible from this same window.
  • If the activation completes successfully, you will see a confirmation message indicating that the subscription was activated and that all features are unlocked.
  • If an error occurs during activation (for example, a connection or billing issue), an error message will be shown with the details of the problem, and the subscription will not be activated.
• Close the window ("X" icon or click outside the box): closes the window without activating the subscription. This does not cancel the pending submission or reduce your queued invoices; you simply return to the invoice detail screen, where you will still be unable to send invoices until you reduce the queue to 5 or fewer, or activate the subscription.

Step-by-step flow

1. From an invoice detail screen, you try to send the invoice to HaloPSA.
2. If your account is in trial mode and you have already exceeded 5 billed lines, this window appears automatically instead of the submission completing.
3. You read the message about the limit reached.
4. You decide between two paths:
   • Reduce the queue: close the window, go back to the list of invoices ready to send, and remove invoices from the queue until you have 5 or fewer, then retry the submission.
   • Activate the subscription: click "Activate Now" to unlock unlimited sending immediately, accepting that you will be charged right away.
5. If you activated the subscription and the process was successful, you see the confirmation message and can continue sending invoices without restrictions.
6. If there was an error during activation, read the error message, fix whatever is needed (for example, check your payment method), and try again.

Common errors and how to resolve them

• Error message when activating the subscription: appears when the server could not process the activation (for example, issues with the payment method registered in Paddle or a communication failure with the billing service). The message shown includes the specific detail returned by the system. If you see this error, verify that your payment method is valid and try the activation again; if the problem persists, contact support.
• Unexpected error during activation: if an uncontrolled failure occurs (for example, a network interruption), a generic message is shown asking you to report the error to support, along with the technical detail. In this case, note the message and share it with the support team so they can investigate.
• You can't send invoices even after closing the window: if you close the window without activating the subscription and don't reduce the queue to 5 invoices or fewer, the system will continue blocking submission and will show you this same window again on your next attempt.

Related screens

• Show Invoice in Halo
• Ready to Invoice
• Result of Sending to Halo
• Errors Sending to Halo