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.

Invoice_Searching.gif

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 ID (e.g. HX-123456789).

You can then use this ID to look up your patient's record within Halaxy by going to the Patient List. The Patient ID is shown in the Patient ID column. You can also enter the patient ID into your browser address bar to go to the patient's profile.

PatientID_Searching.gif

Image: Copying and pasting the patient ID into the browser bar (click to expand image)

Note

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

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