Including a Secure Payment Link on Invoices and 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. You can include this link in any email communication template by clicking Dynamic Terms and selecting "Payment Link":


To include this link in your email template so that it always appears when you email an invoice:

  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".

  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.

  6. Click Save.

RESULT: Your email template has now been updated with the secure link. When you email an invoice to your patients, they 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.


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


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

Patient can click Pay Invoice to make payments. 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.

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