How can I see which invoices have been paid into my bank account?


You can generate an income report to see this information.

For payments made by all income sources, follow this process:

  1. Under Reports, click Finance.
  2. Click New Report at the top-right of the page.
  3. From the Report Type drop-down menu, select Income to include payments from all income sources, or select Auto Payments to only include payments made by credit card directly through Halaxy.
  4. Specify the Payment Dates and Practitioner (leave the Practitioner field blank to include all practitioners) to include in the report.
  5. Enter other parameters as required.
  6. Click Run.

Receipts for payment processing fees are automatically added to your Expenses, which are located under Finances.

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