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hi and welcome to my first ever Halo PSA video I keep getting asked a bunch of questions around billing how do we do agreements how do I do invoices how do I set up recurring invoices what is the best way to handle billing with inside Halo PSA now I keep trying to reply to everyones comments on different forums but unfortunately theres so many caveats to it and so many nuances when it comes to building that I thought itd be best you know lets make a quick video explaining how I handle agreements and billing with inside Halo so obviously their new all can go ahead and replicate that ingly so first thing to start with is agreements on the left hand side if you are in the US language pack you will see this called contracts it is the same thing just different terminology and then go ahead and click new in the top right hand side then weve got our selector customer so Im just going to say this is freston cakes and bakes and then we need to give it an agreement reference so as you can
