Manages MSP service agreements, recurring billing, and prepaid hour contracts within the HaloPSA ecosystem.
This skill empowers Claude to assist MSP professionals in managing the full lifecycle of HaloPSA contracts, from initial setup and SLA association to recurring billing and automated renewals. It provides deep technical guidance on API interactions for creating recurring items, tracking prepaid hour balances, and performing financial reconciliations, ensuring that service providers maintain accurate billing and optimized profitability across all client agreements. Whether you are automating license count updates or auditing contract margins, this skill provides the necessary patterns and best practices.
Key Features
01Prepaid hour balance tracking and replenishment workflows
02SLA association and service level enforcement logic
03Lifecycle management for recurring, prepaid, and ad-hoc contract types
042 GitHub stars
05Automated recurring billing and license quantity adjustment patterns
06Profitability analysis and renewal identification strategies
Use Cases
01Calculating prepaid hour balances and automating replenishment alerts for account managers
02Identifying and generating renewal contracts for agreements expiring within 90 days
03Reconciling recurring line items and licenses between HaloPSA and external vendors
