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).

Ability to add additional users to a BillingBot tenant

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

Billing integration for DNSFilter

Implement integration against Also Marketplace, similar to TD Synnex Cloud

Ingram Micro Hardware invoice import and send to HaloPSA as either sales order or invoice

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

Ability to schedule distributor invoices to be processed immediately when available or on a fixed schedule, then attach them to HaloPSA recurring invoices or post them to new invoices immediately when available.

Convert Pax8 and HaloPSA API authorizations to OAUTH scoped consent flows from client_id and client_secret. This will modernize the connection experience between these integrations and BillingBot and add additional security while making setup much easier.

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.

Hardware invoices

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