Halo PSA AutoPay Rule Mapping Guide

Understand how FlexPoint AutoPay rules map to Halo invoice data

When integrated with Halo PSA, FlexPoint unlocks additional AutoPay capabilities. This guide shows how each AutoPay field in FlexPoint maps directly to Halo invoice data.

Use these mappings when creating rules to:

• Automate payments based on invoice attributes
• Target specific contracts, services, or invoice types
• Reduce manual payment collection
• Ensure AutoPay rules behave exactly as expected

💡 How to Use This Guide:

Choose a field in FlexPoint AutoPay rules and find its matching Halo field using the table below. Follow the mappings to ensure your AutoPay rules are configured correctly.

Visual Mapping Example

See how a field selected in FlexPoint maps directly to a value in Halo.

AutoPay Rule Options in FlexPoint

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Correlated field in Halo

Example: Selecting Contract in FlexPoint corresponds to the Agreement field in Halo.

Field Mapping Overview

FlexPoint Field	Halo Field	Notes
Invoice Number	Invoice Number	Exact match
Invoice Total	Gross Total	Includes tax
Item Description	Invoice Line Description	Best for filtering services
Contract	Agreement	Example: SP0001
Item Product/Service	Item ID	Not mapped (use “_blank_” as a placeholder). Mapped when 16 characters or less, otherwise “_blank_”.
Message on Invoice	Not mapped	Unavailable

Example AutoPay Rule 💡

You can configure an AutoPay rule using mapped fields like:

• Contract: SP0001
• Invoice Total: Greater than $100
• Action: Automatically charge saved payment method

This ensures only invoices tied to a specific agreement are processed automatically.

Add a Halo AutoPay Rule

To create a new Halo AutoPay rule in FlexPoint, navigate to Settings > AutoPay and click Add Rule. Next, choose your rule(s), which automatically map to the corresponding Halo value(s) shown above.

Note: Halo must be integrated with FlexPoint to create Halo AutoPay rules. For guidance on integrating your PSA, see this helpful article .