Feature Ideas
Submit IdeaAdd Giacom as a supported vendor integration
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).
Anonymous Eel0
Team/Multiuser Access to the same tenant
Ability to add additional users to a BillingBot tenant
Christopher Scaminaci#Features 👍0
Customize Recurring Lines and Verbiage
Customize the layout of recurring invoice lines Customize whether charges are grouped or not and what the group header verbiage shows
Christopher Scaminaci#Features 👍0
DNSFilter Billing Integration
Billing integration for DNSFilter
Christopher Scaminaci#Integrations 🔗0
Also Marketplace
Implement integration against Also Marketplace, similar to TD Synnex Cloud
Anonymous Zorse#Integrations 🔗1
Ingram Micro Hardware Invoicing
Ingram Micro Hardware invoice import and send to HaloPSA as either sales order or invoice
Christopher Scaminaci#Integrations 🔗0
Bill Directly to Xero/QBO without HaloPSA
Ability to bill charges directly to an accounting integration like Xero or QBO without needing HaloPSA to be the intermediary
Christopher Scaminaci#Integrations 🔗#Features 👍0
Unattended/Scheduled Processing of Charges to HaloPSA Invoices
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.
Christopher Scaminaci#Features 👍0
Conversion of HaloPSA and Pax8 integrations to OAUTH flow consent
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.
Christopher Scaminaci#Integrations 🔗0
Universal CSV Import
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.
Christopher Scaminaci#Integrations 🔗0
Ability to set free or minimum units
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.
Anonymous Mongoose#Deal Breaker 💔0
D&H Hardware Integration
Hardware invoices
Christopher Scaminaci#Integrations 🔗#Features 👍0
SKU Information Tooltip/Subscription Popout to Pax8
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
Christopher Scaminaci0
Dicker Data Integration
Here in NZ, we transact Microsoft licenses through Dicker Data. It would be great to see this as an integration.
Phill#Integrations 🔗0
AutoTask PSA Support
Support for sending invoices and charges to AutoTask
Christopher Scaminaci#Integrations 🔗0