Pass on Auto Payments processing fees to patients

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Whenever you process Auto Payments in Halaxy, you can choose to pay the payment processing fee yourself, or you can pass part or the whole fee 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.

Allocate processing fees to payers

  1. Click Settings > Payments.

  2. Under the Deposits section, click the Icon-Edit.svg Edit icon for the group, location or practitioner you wish to change settings for.

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  3. For Auto Payments Processing Fee Allocation, select one of the following options:

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    • Never assign: Processing fees are paid by the practice, with the fee subtracted from the total invoice amount paid by the patient.

    • Optional: Processing fee allocation will be set during payment processing. (Note: For automatically scheduled payments with optional allocation, fees are assigned to the payer.

    • Always assign: Processing fees are paid by the payer, with the fee indicated for the payer during the payment process.

  4. If you selected Optional or Always assign, 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.

    • Fixed: Passes a fixed amount onto the payer. The fixed fee entered is used only if it is less than the total processing fee.

  5. Click Save.

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