Manage preferences for processing fees

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.

Assign processing fee to patient or practice

  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.

    Payments-Allocate-Fees-01.png
  3. Under Processing Fee Settings, configure the following:

    Payments-Allocate-Fees-02.png
    • For Allocated to, select one of the following options:

      • Practice: Processing fees are absorbed by the practitioner.

      • 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.)

      • 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.

    • If you selected Optional or Invoice payer, set the Amount to be assigned:

      • 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.

    • For Remittance method, select how you want to remit processing fees to Halaxy:

      • Deduct from payments: The processing fees are withheld from payments deposited to your bank account.

      • Charge to credit card: The processing fees are charged at end of day as an expense to your group's credit card after full payments are deposited to your bank account.

  4. Click Save.

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