Feature Ideas

Giacom is the leading digital platform for technology resellers and MSPs in the UK, offering a comprehensive range of Cloud, IT, Comms and Software services. They are just as important in the UK market as Pax8 (who are also now in the UK market but later than Giacom).

Billing integration for DNSFilter

Ability to bill charges directly to an accounting integration like Xero or QBO without needing HaloPSA to be the intermediary

Customize the layout of recurring invoice lines Customize whether charges are grouped or not and what the group header verbiage shows

Hardware invoices

Implement integration against Also Marketplace, similar to TD Synnex Cloud

Ability to import a CSV containing a minimal set of fields, map it to the required fields for posting to HaloPSA invoices, and remember the mapping for the future.

For example, we need to say X licence has 10 free units, or X licence is 10 units minimum to be billed at all times. This was previously achieved in the Halo quantity section when using licence or subscription as the counter.

When hovering over a SKU in the product management area or ready for invoicing area, show a tooltip with additional information about that SKU from the Pax8 catalog. Clicking on the tooltip will pop out to the actual subscription for that SKU in Pax8 console

Here in NZ, we transact Microsoft licenses through Dicker Data. It would be great to see this as an integration.

Support for sending invoices and charges to AutoTask

Support for sending charges to ConnectWise Manage

Billing Integration for Wasabi consumption charges

Ability to monitor HaloPSA invoices and transact with Authorize.net via API to dispatch payment notifications and reminders to clients.

Sherweb Integration for subscription products