Edit and automatically update fees

There are three ways to update fees and their pricing in your practice:

Note

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

Import preset fee updates from the Halaxy database

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

  1. Click Finances > Fees.

  2. On the top right, click Update Fees.

  3. The pop-up displays a list of preset fees you previously imported, with their new pricing and the date the update . Click Update.

    Fee-Update-02.png
  4. In the pop-up, select which invoices to update with the new pricing:

    Fee-Update-01.png
    • Update future invoices only (recommended): Update the pricing for this fee on all existing future-dated invoices.

    • Do not update any invoices: Update the pricing for this fee only on new invoices. Any existing invoices dated past the date of pricing update will remain in the old pricing.

  5. Click Save.

  6. Repeat Steps 2 to 5 for any other fees you wish to update.

You have successfully updated your preset fees with their new pricing.

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.

    Fee-Update-03.png
  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.

  1. Open the invoice.

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

    Fee-Update-04.png
  3. The Edit Invoice Line pop-up appears. Make the required changes and click Save.

    Fee-Update-05.png
  4. Click Save.

The fee is now updated on this invoice.

Updated

Was this article helpful?