BillingBot

Ready to Invoice

Ready to InvoiceReady to Invoice is BillingBot's main screen (route /readytoinvoice) for preparing monthly billing. Here you import charges from your distributor (Pax8, Twilio, Ingram CloudBlue, ITCloud, or a CSV file), review and correct each line (com...
Send Charges to HaloPSAThis screen is the final preparation step before invoicing: here you review, group, and confirm the charges that will be sent to HaloPSA as recurring invoice lines. You reach it after processing charges from the "Ready to Invoice" screen...
Assign Halo InvoiceThis pop-up window lets you manually link a client to an invoice that already exists in Halo, instead of generating a new invoice. Use it when you want pending billing charges to be added to an invoice that is already open in Halo, rathe...
Assign Products Without SKUThis screen shows the list of billing lines coming from Pax8 that don't yet have an associated HaloPSA product. From here you can create a new product in HaloPSA based on the line, or link it to an existing Halo product, so the line can...
Bulk Mapping of Recurring InvoicesThis screen is a dialog that lets you assign, in a single step, the corresponding HaloPSA recurring invoice for many companies at once. Instead of opening each company individually to indicate which recurring invoice applies, here you se...
Change the target recurring invoice in HaloThis window ("Change Target Invoice") lets you reassign one or more of a client's billing lines to another recurring invoice that already exists in Halo, instead of the one they were originally assigned to. It is used when you need certa...
Reassign Charges to Another CompanyThis popup window lets you move one or more charges (billing lines) from the source company to a different target company, without having to edit each line manually. It's used when a given Pax8 customer actually needs to be billed to a d...
Assign Group to Invoice LinesThis popup window lets you organize the lines of a Halo recurring invoice into named groups. A group visually groups several related lines together (for example, all licenses for the same service) within the invoice, using a numeric iden...
Edit an Invoice LineThis popup window lets you review and manually correct the details of an individual charge before sending it to HaloPSA. It is used when a line coming from Pax8 (or another distributor) needs adjustments to price, quantity, product, assi...
Resolve ambiguous lines before sending to HaloThis popup appears when BillingBot detects that several processed lines point to the same Halo product within the same invoice and cannot decide on its own which Halo recurring invoice line corresponds to each Pax8 (or other integration)...
HaloPSA Send ResultIn 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. This popup window corresponds to earlier flows and may not appear i...
Errors When Sending Invoices to HaloPSAThis screen is a popup window that appears automatically when sending billing lines to HaloPSA does not complete successfully. Its purpose is to show you, in a clear list, which invoices or lines failed and why, so you can identify the p...
Pax8 Source Line Detail on a Halo InvoiceThis screen is a read-only popup that shows you, in detail, all the Pax8 lines that were processed and grouped to make up a specific invoice or item within HaloPSA. Its title is "Items Pax8 in Halo Invoice" and it lets you audit the orig...
Trial Limit Reached and Subscription ActivationThis 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...
Review Recurring Invoices (Beta)A beta tool, used right after importing the month's charges, that finds the HaloPSA recurring invoices that would keep billing old lines this month and lets you clean them one client at a time, with a backup and an Undo.