Whenever you process electronic payments in Halaxy, you can choose to pay the processing fee yourself, or you can pass on a partial or the entire fee amount to the patient or organisation. Your choice of fee allocation can be set at every payment, but you can also configure a default allocation setting so you don’t have to set it every time.
Fee allocation settings can be configured for a practice group, location, or individual practitioner, giving you added flexibility and control over your payments.
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Click Settings > Payments.
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Under the Deposits section, click the
pencil icon for the group, location or practitioner you wish to change settings for.
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Under Processing Fee Settings, configure the following:
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For Allocated to, select one of the following options:
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Practice: Processing fees are absorbed by the practitioner.
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Optional: Processing fee allocation will be set during payment processing. (Note: For invoice payment links and automatically scheduled payments, fees are paid by the practice.)
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Invoice payer: Processing fees are paid by the patient or organisation billed on the invoice, with the fee indicated for the payer during the payment process.
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If you selected Optional or Invoice payer, set the Amount to be assigned:
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Percentage: Passes a set portion of the processing fee onto the payer. Set the percentage fee to 100% to pass on the full amount.
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Fixed: Passes a fixed amount onto the payer. The fixed fee entered is used only if it is less than the total processing fee.
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For Remittance method, select how you want to pay processing fees to Halaxy:
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Deduct from payments: Processing fees are automatically deducted before the payment reaches your bank account.
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Charge to credit card: Processing fees are charged separately to your nominated credit card as an expense, then you receive the full payment amount in your bank account.
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Click Save.
Updated