HaloPSA Invoices

HaloPSA Invoices

Overview

HaloPSA invoices represent bills generated for client work and contracts. Use these tools to view invoice status, track payment, and pull invoice data for reporting or reconciliation. Invoices are read-only via MCP; creation and dispatch happen through the HaloPSA UI or billing workflows.

Anti-triggers

This surface is read-only. There is no tool here that raises, edits, sends, or credits an invoice — a request to do any of those cannot be satisfied by this skill.

• Raising, sending, or crediting an invoice — no MCP tool exists; route the operator to the HaloPSA UI rather than improvising a write.
• Payments, ledgers, and reconciliation in the accounting system — the invoice of record for the books lives there; use xero-invoices and xero-payments.
• Why an invoice says what it says — recurring charges, prepaid-hour deduction, and billing frequency are configured on the agreement; use halopsa-contracts.
• The billable time behind a line — time entries are logged as ticket actions; use halopsa-tickets.
• The books are in QuickBooks rather than Xero — use qbo-invoices.
• A distributor invoice — licence cost the MSP owes runs in the opposite direction to a client invoice and inverts margin if the two are mixed; use pax8-invoices.

API Patterns

List Invoices

Tool: halopsa_invoices_list

Key parameters:

• client_id — Filter invoices by client ID
• status — Filter by invoice status (e.g., "draft", "sent", "paid" — values are instance-specific)
• sent — Filter by sent status (true = sent, false = unsent)
• paid — Filter by paid status (true = paid, false = outstanding)
• invoice_date_start — Date range start (format: YYYY-MM-DD)
• invoice_date_end — Date range end (format: YYYY-MM-DD)
• limit — Maximum results (default: 50)

Response includes:

• record_count — Total matching invoices
• invoices — Array of invoice records with ID, client, amount, dates, and status

Get Invoice Details

Tool: halopsa_invoices_get

Parameters:

• invoice_id (required) — The invoice's numeric ID

Returns the full invoice record including line items, totals, tax, payment history, and associated tickets/contracts.

Common Workflows

Find All Unpaid Invoices for a Client

1. Find the client ID using halopsa_clients_search or halopsa_clients_list
2. Call halopsa_invoices_list with client_id and paid: false
3. Review outstanding invoices and amounts

Monthly Invoice Report

1. Call halopsa_invoices_list with invoice_date_start and invoice_date_end for the month
2. Filter or group by client, status, or amount
3. Export totals for finance reporting

Chase Unsent Invoices

1. Call halopsa_invoices_list with sent: false
2. Review draft invoices not yet dispatched to clients
3. Use HaloPSA UI to review and send

Invoice Detail Lookup

1. Call halopsa_invoices_list to locate the invoice by client/date
2. Note the invoice id
3. Call halopsa_invoices_get with that ID for full line-item detail

Notes

• Invoice status values are instance-specific; check your HaloPSA configuration for valid status strings
• Line item detail is only available via halopsa_invoices_get — the list endpoint returns summary data
• Invoices are read-only via MCP; to create, edit, or send invoices, use the HaloPSA web interface
• To find a client's ID for filtering, use the clients skill with halopsa_clients_search