Setting up your payments is an important step to getting paid by patients and organisations.
Halaxy Auto Payments processes card payments for your invoices, within the same platform you already use to manage appointments, clinical notes, and billing, so you can remove the financial admin that builds up between appointments. No more chasing unpaid invoices, reconciling bank transfers, or managing an EFTPOS terminal.
With Auto Payments, the financial side of your practice runs in the background, keeping the focus of every appointment on care, not on payment. Here’s how your practice can benefit:
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Stop chasing invoices and get payment certainty: Payments are processed automatically against the invoice. No follow-up calls, manual reconciliation, or patients who forgot to transfer. Once the appointment is done, you can get on with your day.
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Get paid faster: Practices using Halaxy Auto Payments receive funds nearly 8 times faster than those relying on bank transfer, with payments typically transferred to your account the next business day - even for invoices processed after-hours or over the weekend.
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Reduce no-shows and cancellations: When patients provide card details at booking, no-show rates drop to as little as 1% when paired with SMS reminders. Cancellation fees collect themselves.
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Run payments hands-free: Automatic payment processing means your billing keeps moving even when your attention is on treating your patients.
Alternatively, if you receive payments outside of Halaxy (e.g. direct deposit, cash, EFTPOS,), you can mark invoices as paid and select the payment method used.
Tip
You can pass on processing fees to patients or absorb them by deducting them from your invoice payments. See related article: Manage preferences for processing fees
Note
Auto Payments is provided by Airwallex, which is protected by bank-grade encryption. As a security measure, card details are stored through this partner and not stored through Halaxy directly, so payment data is not stored with patient records and Halaxy cannot retrieve card details. For more information, refer to our blog articles on managing patient card details and our FAQ on card security, which you can share with your patients.
Note
For security reasons, you must have a verified profile to be able to process electronic payments in Halaxy .
To quickly set up payment processing on Halaxy, all you need to is:
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Register your payments processing account. (This step is not required for Australian-based practices.)
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Hyperwallet: European Union (EU)
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Stripe: Canada, Hong Kong, New Zealand, Singapore, United Kingdom (UK), United States (US)
If Auto Payments is not yet available in your country, please email us an expression of your interest.
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Recommended: Enter your patients' card payment details in their patient profile. (You can request patients to securely add their payment details themselves through patient forms or the patient portal.)
When you complete these steps, you are ready to start processing payments in Halaxy.
Note
Your first payment may take up to 7 business days to be transferred to your bank account due to an additional verification process. After a successful initial transfer, payments processed before 9:00 pm AEST are typically deposited to your account the next business day.
Set up your payments to process automatically for you at a specified schedule without you needing to do anything. Automatic payments can be configured for your practice group, for specific locations or individual practitioners.
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Click Settings > Payments.
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Under the Payment Processing section, click the
pencil icon. (If you want to set up a processing schedule for a location or practitioner, click Add New.)
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In the pop-up, select the setting for payment processing:
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Automatic after appointment starts: Process each invoice payment at a specified number of minutes from the start time of the appointment.
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Automatic daily: Process invoice payments collectively at a specified Process time each day. This option includes additional settings:
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Appointments to process: Select which appointments to include for daily payments processing:
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Past appointments: Process payments only for previous appointments up to the processing time for today. (For example, if your automatic daily processing time is at 9:00 AM, you'll process payments for appointments from 9:00 AM yesterday up to 8:59 AM today.
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Whole day: Process payments for all appointments scheduled between 12:00 AM to 11:59 PM. Any new appointments created past the processing time will be processed the following day. (For example, if your automatic daily processing time is at 9:00 AM, you'll process payments for the day's pre-scheduled appointments for 12:00 AM to 11:59 PM. However, if a patient walks in that same day for a 2:00 PM appointment, their payment will be processed the following day at 9:00 AM.)
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(If whole day is selected) Process schedule: Set the date schedule to automatically process payments for appointments. You can process on the same day or up to 7 days prior to appointments. (If you opt to process payments in advance, make sure your patients are aware of and agree to your terms. With online bookings, you can require consent to terms and conditions.)
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(Optional) Select any fees you want to exclude from automatic processing.
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(Optional) Tick the checkbox Apply these changes to all future invoices if you want to apply automatic processing to existing future-dated invoices. If unticked, the change only applies to new invoices.
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Click Save.
Automatic payments applies to appointments with an appointment status of Arrived, Attended, Booked or Confirmed.
If you don't want an individual appointment to automatically process a payment, you can cancel the scheduled payment from the invoice.
Important
To successfully use automatic payments processing, you must add your patients' card payment details in their profile, which they can also add themselves through patient forms or their patient portal.
Note
By default, Halaxy sets the appointment status to Attended at the time of the appointment. You can disable this in the appointment settings.
Payments can be individually processed from an invoice as needed.
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Open the invoice.
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Under the Payments section, click Process Now. (If you have not yet stored the patient's payment information yet, click Add Payment Details and enter their card details.)
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In the pop-up, configure the following:
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Amount: Enter the payment you are receiving for the invoice.
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Assign processing fees to the patient: Select if you want to charge the processing fees to the patient. If you select No, the processing fees are deducted from the payment when it is transferred to your bank account.
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Yes: The patient pays the processing fees, which are added on top of the invoice payment.
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No: The practice pays the processing fees, which are deducted from the payment before it is transferred to your bank account.
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Payment approval (recommended): Tick the checkbox to require SMS payment authorisation from the payer.
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Notes (optional): Enter any notes for this this payment.
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Click Process.
You receive a notification if the payment was successful or unsuccessful. For more details on the transaction, view the invoice payment history.
Caution
When an electronic payment is processed, you cannot delete the invoice or the linked appointment.
You can request patients to pay directly at their own discretion through these ways:
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Online booking payment: If you have online bookings enabled, you can require patients to enter their card details for advance payment or for processing later.
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Secure payment link: Automatically email invoices to patients with a secure link where patients can process their payments themselves.
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Patient portal: If your patient has activated their Halaxy account, they can view and pay directly from their invoice.
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