Including a Secure Payment Link To Invoices in Email Templates


Whenever you send an email in Halaxy (including when emailing invoices), you can include a secure payment link that patients can click to pay the invoice online using their card or PayPal. You can include this link in any email communication template by clicking Dynamic Terms and selecting "Payment Link":

In the text editor, the Dynamic Terms button and the Payment Link term are highlighted.

You can also include this link in your standard email template that prepopulates when you manually email an invoice or automatically email a paid invoice by following the steps below:

  1. Click Settings > Reminders.

  2. Find the Level you want to edit the invoice email for (Group or Individual practitioner).

  3. In the Copy section, click the Edit (pencil) icon to the right of "Email Invoice - Patient" or "Email Invoice - Organisation".

    The Edit icon for "Email Invoice - Patient" is highlighted
  4. Position the cursor where you want to include the secure payments link in your email template.

  5. Click Dynamic Terms, then click Payment Link in the drop-down menu.

    Editing copy for "Email Invoice - Patient". "Dynamic Terms" and "Payment Link" are highlighted.
  6. Click Save.

RESULT: Your default email template has now been updated with the secure link. This template is prepopulated whenever you manually email an invoice or automatically send a paid invoice. You can also choose an alternate communication template containing the secure link when manually sending the invoice if desired.

Your patients can click the link to access the invoice and make online payment via credit/debit card, with each payment appearing as a payment line in the Invoice section. Your invoice will automatically update in Halaxy once a payment is made, and you will receive a notification in your Halaxy notifications.

A sample email with the secure link to the online invoice highlighted

Image: How patients see the secure link in a sample email

The invoice and appointment summary as seen by patients using the secure online link

Image: How patients see the invoice when they click the secure link

Patients can click Pay Invoice to make payments, where they will be asked to pay by card or PayPal. They can make full payment or partial deposits, with each payment appearing as a new line on the invoice. They can also print the invoice at any time by clicking the Printer icon.


Payments made by secure link are subject to electronic payment processing fees and count towards reaching the next payment band. Card details are not stored when patients pay by secure link.


When paying via secure invoice link, the patient portal or making prepayment for an online booking, your patients can opt to use PayPal as an alternative to entering their card information. You do not need a PayPal account to receive PayPal payments; the funds will be transferred to the deposit account you set up in Halaxy.

From the invoice, patients simply need to click Pay Invoice, then select Pay with PayPal in the pop-up and follow the prompts to log in to authorise the payment. Patients who wish to pay via PayPal must have their own PayPal account.

From an invoice, click Pay Invoice and select Pay with PayPal to be taken to a PayPal login page.

Image: Paying an invoice via PayPal in Halaxy (expand image)

PayPal is currently available for Australia-based practices only. Transaction fees are the same as Halaxy Auto Payments and count towards reaching the next payments band. Please see our pricing page for details.

0 out of 0 found this helpful



Article is closed for comments.