Before you start
- You need the read agreements permission. Your MSP controls it.
- The page is called Agreements or Contracts depending on your MSP’s PSA.
- The details are copied from the PSA. You cannot edit them here.
Find an agreement
1
Open Agreements or Contracts
Click it in the sidebar. If you have a company selector, choose the company first.
2
Filter the list
Use the Name, Type, Subtype, Category, and Status filters. Subtype and Category appear only when your PSA supplies them. MSP staff also see a Company column with its own filter. When Halo assets appear as agreements, a Source filter separates them from contracts.
3
Read the row
Check Name (the contract number sits under it when there is one), Type, Subtype, Category, Status, Start Date, End Date, and Billing. Hours Remaining and Documents show only when your agreements have that data. Use the column toggle and the page controls. Page sizes are 25, 50, and 100.
4
Click the row
A panel opens on Summary. It shows Status, Number, Type, Start Date, End Date, and Billing, plus Subtype and Category when the agreement has them.
5
Open the other tabs
Click Balances for hours, incidents, or money. Click Documents for uploaded PDFs. The numbers in the tab names are the counts. Close the panel to go back to the list. Changing the company selector also closes it.
Type, Subtype, and Category
These columns copy the PSA’s own classification fields, so you can filter by them without opening the PSA.
A column with no values for any agreement stays hidden. For a Halo asset agreement, Type is the asset type.
Read the Billing details
For Halo, the Summary also shows a Recurring billing section. It lists the recurring charge amounts and how often they bill, the Next invoice date, and the Billing items with quantity, unit price, discount, and amount before tax. The amounts are before tax and may differ from the final invoice, because usage, one-time charges, and adjustments can change it. Halo billing can instead show a message such as Billing details unavailable, No recurring charge linked, or Recurring billing inactive. A message like that does not mean the agreement is free. Check with your MSP. For other PSAs, Billing shows the amount and cycle the PSA supplied.Agreements from Halo assets
An MSP using HaloPSA can show some Halo assets as agreements, such as software licences or domain renewals. These rows carry a Halo asset badge in the Source column. Agreements from Halo contracts show Contract. The Source column appears only when your list has asset agreements, and its filter shows one kind at a time or both. For an asset agreement, End Date is the renewal or end date and Billing is the asset’s value, as your MSP mapped them. Its panel has a Summary tab only. When a link is available, Open in Halo opens the asset in HaloPSA. Only active Halo assets appear. To set this up, see Agreements from Halo assets.When details are incomplete
If Some details could not be loaded appears, the panel shows the summary from the list only. The balance history and document list may be incomplete. Close and reopen the panel later, or ask your MSP. A dash means the value is not available. It does not mean zero. Check the source agreement with your MSP before you rely on a billing figure.Troubleshooting
Frequently asked questions
Why is it called Contracts in my portal?
Why is it called Contracts in my portal?
Halo and Autotask use Contracts. ConnectWise uses Agreements.
Can I edit the billing amount or end date?
Can I edit the billing amount or end date?
No. Ask your MSP to change it in the PSA.
Does an Active badge mean every service is covered?
Does an Active badge mean every service is covered?
No. It is the status the PSA reports. Read the agreement or ask your MSP which services it covers.
Where are past balances and PDFs?
Where are past balances and PDFs?
Click the row, then the Balances or Documents tab.