Edit and automatically update fees

There are three ways to update fees in your practice:

Note

Need to update pricing? We have a guide on how to set price, tax and rebate amounts for your fees.

Import automatic updates for preset fees from the Halaxy database

Halaxy regularly updates our fee database to match changes made by funding bodies. If you are using any of the preset fees, you can easily import these updates whenever they are released.

To update a fee by importing new fee details from the Halaxy database, follow the steps below.

  1. Click Finances > Fees.

  2. Click Update Fees in the top-right corner of the page.

    The Update Fees button on the Fees List page is highlighted
  3. A pop-up appears with a list of fees you have previously imported, showing the date they were last updated in the Halaxy database and the new default price and rebate amounts. Click the Update button for the fee.

    The Import Preset Fee Updates page. Fees are listed with dates and an update button.
  4. In the pop-up, select which invoices to update with the new fee details and then click Save. (Tip: It is recommended to update future-dated invoices only.)

    A pop-up titled Update Fee Price
  5. Repeat Steps 3 and 4 for any other fees you wish to update. When you're done, scroll down to the bottom of the pop-up and click OK.

Your fees have now been updated with new details from Halaxy's database.

Manually edit fees in the Fees List

  1. Click Finances > Fees.

  2. In the Fees List, click the fee you want to edit.

  3. In this Edit Fee screen, make your required changes.

  4. To update pricing or visibility, under the Pricing section, click the edit icon. Make your required changes, then click Save.

    In the Pricing section of a fee, the Edit icon is highlighted
  5. Click Save Fee.

Whenever you add the fee to an appointment or invoice, it now uses the updated details.

Manually edit fees on an individual invoice

You can also change the fee and rebate amounts charged on an individual invoice.

To do this, follow the steps below.

  1. Open the invoice.

  2. Under the Fees & Charges section, next to the fee, click the Icon-Edit.svg edit icon.

    Invoice_ActionsEdit.png
  3. The Edit Invoice Line pop-up appears. Make the required changes and click Save.

    A pop-up titled Edit Invoice Line. The Amount and Rebate fields are highlighted.
  4. Click Save.

The fee is now updated on this invoice.

Updated

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