Watch Gradient MSP's Bryan Chapman, Manager, Partner Success (and host of Nerdy Birdy) and Morgan Aspinall, Technical Consultant at HaloPSA, as they deep dive into Synthesize + HaloPSA.
Topics they're covering in this episode include how to:
- Maximize profits by gaining a more detailed understanding of revenue-generating items and cost of goods sold, and linking them to general ledger accounts in your accounting package
- Optimize and customize your billing experience with the use of Recurring Invoice Groups, Custom Reports, and Custom Invoice Templates
- Automate billing reconciliation with HaloPSA and Synthesize Billing
You don't want to miss Nerdy Birdy Episode #7!