Manage payment methods

If you take payments using through ways other than Halaxy's electronic payments system, you can manually mark invoices as paid then specify the payment method for your records. Payment methods are detailed in your income reports, allowing you to keep track of your finances.

By default, Halaxy provides a list of preset payment methods for use. You can customise this list and add your own additional payment methods.

Payment-Methods-01.png

Add and edit payment methods

  1. Click Settings > Payments.

  2. Under the Offline Payment Settings section, click Edit.

    Payment-Methods-02.png
  3. In the Edit Payment Methods pop-up:

    • To select your payment methods, tick the Active checkbox for the payment methods currently in use at your practice. Inactive methods are unavailable for selection.

    • To rearrange the order of your payment methods, click the Icon-Arrow-Up.svg up arrow and Icon-Arrow-Down.svg down arrow.

    • To create your own payment method, click Add New Payment Method. Enter a label and tick the Active checkbox to enable it.

  4. Click Save.

When you receive payment outside of Halaxy, change the invoice payment status to mark the invoice as paid, then indicate the payment method.

Updated

Was this article helpful?