In this video we demonstrate how you can use custom runbooks in HaloPSA to setup Fixed Fee Billing. Email : enquiries@renada.co.uk Sign up for a Trial : trial.halopsa.... Documentation: documentation....
We send a quote which is then won and that adds the product to the ticket, seems simple. Is this achieving the same? Or am I missing something more advanced.
That's exactly how we used to work, however I have a lot of American Partners, that have Fixed Fee billing in the contracts, that do not require quotes. One of our partners can be onboarding/offboarding 20 Users per Month for a single client, so 20+ Quotes would slow down the process waiting for approval etc. The idea with this, is end users can raise a self-service request (Onboarding New User) This is then automatically invoiced at the correct amount, reducing and missed billing :)
@@RenadaSolutions interesting and understood. What about the human error factor though, is there a way to say block any notes on the ticket until the charge is added?
