If you've found that an appointment billed to a third-party organisation has resulted in two separate invoices, this is typically due to the invoice fee's rebate amount is less than the total amount. This results in a gap amount, which Halaxy automatically bills to the patient, resulting in two invoices - one for the organisation and one for the patient.
This situation can be quickly fixed by reverting the fee back to the patient to create a single invoice, then billing the invoice to the organisation.
If you only need to change how much the organisation pays, see: Change the amount the organisation pays.
To bill the entire invoice to the organisation, follow the steps below.
-
Step 1: Revert the fee to the patient
Image: Reverting a fee on an organisation invoice back to the patient
-
Open the invoice which is billed to the organisation.
-
To the right of the fee, click the
bin icon.
-
In the Remove Fee pop-up, select Revert the fee back to the patient, then click Save.
The fee is now reverted, resulting in one invoice billed to the patient. The next step is to change the invoice payer so that it is billed to the organisation:
-
-
Step 2: Set the invoice payer to organisation
Image: Changing the payer back to the organisation
-
On the top-right, click the
cogwheel icon.
-
In the Invoice Settings pop-up, in the Payer dropdown, select Organisation.
-
Click Save.
The invoice is now billed correctly to the organisation.
-
To change how much the organisation pays on a split invoice, edit the invoice line on the organisation invoice. The patient invoice updates to match, so you do not need to merge the invoices first.
-
Open the patient invoice.
-
In the organisation payment row, click the
pencil icon to open the organisation invoice.
-
Edit the amount of the invoice line, then click Save.
The organisation payment, the amount paid and the balance on the patient invoice update to the new amount.
Note
This also works when the organisation invoice is already paid, including when it has an integration payment. If the new amount is more than the patient owes, the patient invoice shows as overpaid.
Updated