FAQs

FAQ

Frequently Asked Questions

What happens if I grow beyond 500 or 1,000 units?

We offer scalable pricing and infrastructure to support growth seamlessly.

How many units can Haletale handle?

We support portfolios ranging from 50 to 2,000+ units.

Will I get training for my team?

Yes, 10 live training sessions are included, with more available upon request.

Does Haletale integrate with QuickBooks?

Yes, we offer full bi-directional QuickBooks integration.

How do I access the View Invoice page?

Go to Accounting → Invoices, locate your invoice, click the ⋮ (three-dots) menu, and select View Invoice.It’s view-only to prevent accidental changes, but you can enter edit mode with one click.

Is there an open API for custom integrations?

Yes, our platform supports API-based customizations.

Is the trial version customized to my region or property type?

No, the trial version will be a non customizable platform access for you to get the look and feel of the platform.

What support is available during setup?

Our onboarding includes setup, training, and implementation support.

How to download all invoices in CSV.

Once you're logged into your Haletale dashboard, head over to the Accounting tab on the left-side menu. You can see the invoice and the receipts tab. This section includes a complete overview of your Invoices and Receipts.

From here, you can find the top-right corner of the screen. You’ll see a Download as CSV button right next to the red Delete button and the blue Create A New button. Select one or all files and click Download as CSV to instantly generate a spreadsheet of all the invoices listed on your current view.

Can I edit the invoice from the View Invoice page?

Yes. Click the ⋮ menu at the top-right of the View Invoice page and select Edit to make changes instantly.You can also record the payment by clicking on the "Record payment".Once you record a payment, the outstanding balance updates in real-time.

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