All bills in one place
End month-end invoice hunting: HaloPSA on autopilot
GetMyInvoices connects to your HaloPSA account and automatically downloads invoices for contracts, licenses and services, saving you hours of manual work every month.
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Over 20,000 companies trust GetMyInvoices
What GetMyInvoices does for HaloPSA
No more manual downloading
You no longer log in to your HaloPSA account to hunt for invoices. GetMyInvoices handles the retrieval for you.
A searchable receipt archive
All HaloPSA receipts sit in one place — central, searchable and tagged. Your team finds any document in seconds, and nothing gets lost.
Accounting without media breaks
Your receipts flow automatically into DATEV, Lexware Office or your cloud. Your books stay up to date with nothing to forward by hand.
Who uses GetMyInvoices with HaloPSA
IT & Software
At the end of the month, your team sits over HaloPSA billing for dozens of customers with different maintenance contracts and ticket allowances, while the corresponding receipts for license purchases or subcontractor invoices are still scattered across various portals. Often the exact proof needed to explain a contract's margin is missing, and accounting keeps asking until someone clicks through the portals individually. With GetMyInvoices, these invoices are automatically retrieved from the connected portals, so they are already available when the HaloPSA billing is created. This allows you to track the contribution margin per customer without delay, eliminating follow-up questions to technicians or project managers.
Start now with receipt automation for IT & Software
Professional Services (Consulting, Legal, Tax, Finance)
A consulting project runs over months but is billed quarterly against a retainer, while the travel expenses, software licenses, or external appraisal costs incurred in the meantime are spread across a dozen portals and email inboxes. When billing is due, the assistant or back office first has to ask each consultant whether and where a receipt was filed. GetMyInvoices automatically retrieves these receipts from the connected portals before the invoice is created in HaloPSA, so all project-related costs are already fully available by the billing date. This prevents expenses from being booked retroactively in a later period and the mandate's margin having to be corrected after the fact.
Start now with receipt automation for Professional Services (Consulting, Legal, Tax, Finance)
Trades & Construction
A technician drives to three maintenance jobs in the morning, buys spare parts at the hardware store along the way, and orders materials through an online portal of the wholesaler, but the receipt doesn't reach accounting until weeks later, if at all. By then, the work order in HaloPSA has long since been marked as completed and billed, but the associated material costs are missing from the calculation. GetMyInvoices automatically retrieves the invoices from the connected supplier portals, so they can be assigned to the respective job in a timely manner. This way, you can see at billing time whether a job was actually profitable, instead of only noticing it at year-end closing.
Start now with receipt automation for Trades & ConstructionHow does it work?
Connect your HaloPSA account
Connect your HaloPSA account to GetMyInvoices once to download invoices automatically.
Good to know
- Sign in with your usual login details.
- You can connect several accounts of this portal separately.
- Your login details are stored encrypted and cannot be viewed by GetMyInvoices staff.
Invoices are retrieved automatically
GetMyInvoices checks your HaloPSA account regularly and downloads all available invoices automatically.
Good to know
- All available invoices and receipts are captured.
- You set the retrieval interval yourself.
- Documents already captured are not downloaded twice.
Forward to your accounting
Your HaloPSA receipts are exported to the accounting solution of your choice.
Good to know
- Compatible with DATEV, Lexware Office and other accounting solutions.
- You set the export schedule independently of the retrieval interval.
- On export, you pass either the file or the file including metadata.
Proven performance by GetMyInvoices
Frequently combined with
About HaloPSA
HaloPSA is software for IT service management, through which companies bill contracts, licenses, and services. This generates invoices and receipts that belong in accounting. Automated processing eliminates the tedious manual downloading of individual documents.
Frequently asked questions about HaloPSA and GetMyInvoices
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HaloPSA invoices?
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