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HaloPSA Contracts

Official

Manage HaloPSA contracts efficiently.

Finance & Accounting#billing#contracts#msa#renewals#halopsa#service agreements#prepaid hours
Authorwyre-technology
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill streamlines the management of service agreements, recurring billing, and contract renewals within HaloPSA, ensuring accurate financial tracking and client satisfaction.

Core Features & Use Cases

  • Contract Lifecycle Management: Create, update, and track contracts from setup to renewal.
  • Billing & Financials: Configure recurring items, manage prepaid hours, and reconcile billing.
  • SLA Association: Link contracts to Service Level Agreements for defined service expectations.
  • Use Case: Automatically identify all active contracts expiring within the next 90 days and generate renewal proposals.

Quick Start

Find all active HaloPSA contracts that are set to expire in the next 90 days.

Dependency Matrix

Required Modules

None required

Components

scriptsreferences

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: HaloPSA Contracts
Download link: https://github.com/wyre-technology/msp-claude-plugins/archive/main.zip#halopsa-contracts

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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