HaloPSA
HaloPSA billing reconciliation, line by line.
Revtein reads your HaloPSA clients, agreements and recurring invoice lines, compares them with what your RMM manages and what your accounting invoiced, and can update a recurring quantity in HaloPSA after approval, then read it back to confirm.
HaloPSAContracted34
NinjaOneDelivered37
XeroInvoiced34Example from a demo MSP
What Revtein catches
What goes wrong, and what Revtein shows you.
HaloPSA bills 34 devices while 37 are managed.
A recurring line still on the old rate.
HaloPSA, RMM and accounting names that differ.
An agreement ended while invoices continued.
Microsoft 365 seats contracted vs invoiced.
HaloPSA is read again before the case closes.
How it works
From the first number to the proof.
Use the API application you create in your own HaloPSA.
Agreements and recurring lines vs RMM and accounting.
After approval, Revtein changes the recurring quantity in HaloPSA.
A new read of HaloPSA confirms the change.
How a case works
See one case through.
The same four-step checklist every case in Revtein follows.
- Check the numbersNowHaloPSAAgreement34NinjaOneDelivered37XeroInvoiced34
Same client, service and period · read Nov 15, 9:20 · $55 per device
Numbers checked - Decide what to do
- Make the change
- Confirm and close the case
Step 1 of 4 · Check the numbers
- Check the numbersAgreement 34 · delivered 37 · invoiced 34
- Decide what to doNow
- Bill the delivered quantity37 devices from the next invoice
- Keep the contracted 34record the clause as an exception
- Wait and reviewchoose a follow-up date
- Make the change
- Confirm and close the case
Step 2 of 4 · Decide what to do
- Check the numbersAgreement 34 · delivered 37 · invoiced 34
- Decide what to doBill the delivered quantity · approved
- Make the changeNowHaloPSA recurring line
34 × $5537 × $55Let Revtein apply it in HaloPSA, or do it by hand with these values. Issued invoices are never edited.
Apply in HaloPSA - Confirm and close the case
Step 3 of 4 · Make the change
- Check the numbersAgreement 34 · delivered 37 · invoiced 34
- Decide what to doBill the delivered quantity · approved
- Make the changeHaloPSA line 34 → 37
- Confirm and close the caseNowNew read of HaloPSA37 devices
The source now shows the change, so the case can close with proof.
Close the case
Step 4 of 4 · Confirm and close the case
- Check the numbersAgreement 34 · delivered 37 · invoiced 34
- Decide what to doBill the delivered quantity · approved
- Make the changeHaloPSA line 34 → 37
- Confirm and close the caseVerified against HaloPSA
Done · the case is closed with proof and the result is kept
Example case from a demo MSP. Numbers are illustrative.
Related
Keep exploring
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