Editing and Automatically Updating Fees

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There are two ways to update fees: manually, or by automatically importing updated fee details from the Halaxy database.

Updating fees by importing from the Halaxy database

Halaxy regularly updates our fee database to match changes made by funding bodies. You can easily update any fees you have already imported by clicking Update Fees in your Fees List. This will import any updated details from our database into your existing fees.

To update a fee by importing new fee details from the Halaxy database:

  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. You will be presented 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. Simply click Update for the fee you wish to update.

    The Import Preset Fee Updates page. Fees are listed with dates and an update button.
  4. In the pop-up, choose which invoices to update with the new fee details and then click Save. Generally, you will want to update future-dated invoices only:

    A pop-up titled Update Fee Price
  5. Repeat Step 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.

RESULT: Your fees have now been updated with new details from Halaxy's database. If you wish to change the amount you charge, see how to update fees manually (below).

Updating fees manually

To update fees by manually editing the fee from your Fees List:

  1. Click Finances > Fees.

  2. Find the fee you wish to update in the Fees List and click it.

  3. Change any details as required. To update pricing and rebate details, click the Edit (pencil) icon in the pricing block:

    In the Pricing section of a fee, the Edit icon is highlighted
  4. Select whether you want to update existing invoices, future-dated invoices only, past invoices only, or no invoices, then click Save.

  5. Click Save Fee.

RESULT: Whenever you add the fee to an appointment or invoice, it will use the updated details.

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