Reconciling invoice/deposit payments in your bank account

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Reconciling invoice payments

When you receive a payment for an invoice that has been processed using Halaxy's payments gateway (including via BPAY), the payment will be listed in your bank account with the prefix "HX" followed by the Invoice ID (e.g. HX-123456789).

To find the relevant invoice in your Halaxy, all you have to do is search for the Invoice ID in the FInances > Invoices page using the search function.

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Note

The date of the invoice may not be the same date it appears in your bank account.

Tip

If you cannot find a matching invoice, the payment may have been processed as a deposit instead.

Reconciling deposits

When you receive a payment for a deposit that has been processed using Halaxy's payments gateway (including via BPAY), the deposit is linked in your bank account with the prefix "HX" followed by the patient/organisation number, then the suffix "D" (e.g. HX-123456789D).

You can use the patient/organisation number to look up that patient or organisation's profile within your Halaxy.

On your Patient List, the Patient number is shown in the Patient Number column. You can also copy the patient/organisation number and enter it into your browser address bar to go to the patient or organisation's profile.

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Image: Entering an organisation number into your browser bar to go to the organisation's profile

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Image: Copying and pasting a patient number into the browser bar (expand image)

Note

The date of the deposit may not be the same date it appears in your bank account.

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