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HaloPSA Contracts

Manage contract lifecycle, billing, and renewals via the HaloPSA API.

39|17|Updated Feb 4, 2026
Search Tags:#billing#contracts#msa#renewals#halopsa#service agreements#prepaid hours
One-click install
npx skills add https://github.com/wyre-technology/msp-claude-plugins --skill halopsa-contracts
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: HaloPSA Contracts
Source: https://github.com/wyre-technology/msp-claude-plugins/tree/main/msp-claude-plugins/halopsa/halopsa/skills/contracts
Command: npx skills add https://github.com/wyre-technology/msp-claude-plugins --skill halopsa-contracts

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill streamlines the management of service agreements, recurring billing, and contract renewals within HaloPSA, ensuring accurate financial tracking and client satisfaction.

Core Features & Use Cases

  • Contract Lifecycle Management: Create, update, and track contracts from setup to renewal.
  • Billing & Financials: Configure recurring items, manage prepaid hours, and reconcile billing.
  • SLA Association: Link contracts to Service Level Agreements for defined service expectations.
  • Use Case: Automatically identify all active contracts expiring within the next 90 days and generate renewal proposals.

Quick Start

Find all active HaloPSA contracts that are set to expire in the next 90 days.

Frequently Asked Questions about HaloPSA Contracts

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I manage HaloPSA contracts expiring in the next 90 days?▼

You can search for active HaloPSA service agreements expiring within 90 days to automatically generate renewal proposals. This ensures accurate financial tracking and timely contract lifecycle management.

How do I configure prepaid hours and recurring billing in HaloPSA?▼

You can configure prepaid hours and recurring billing for HaloPSA contracts by updating financial fields and billing frequencies via the API. This facilitates accurate reconciliation and comprehensive contract oversight.

Can I link Service Level Agreements to HaloPSA contracts?▼

Yes, you can link Service Level Agreements to HaloPSA contracts. This SLA association defines service expectations and integrates contract data with ticket and client information for comprehensive oversight.

Does the HaloPSA API support updating contract financial fields and billing frequencies?▼

Yes, the HaloPSA API supports updating contract financial fields and billing frequencies. The Skill facilitates contract creation, searching, and renewal processes with specific attention to these financial configurations.

What is the best way to automate HaloPSA service agreement renewals?▼

The best way to automate HaloPSA service agreement renewals is by querying active contracts nearing expiration and generating renewal proposals. This ensures accurate financial tracking and client satisfaction.

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