Auto Payments Report (tracking electronic processing fee expenses)

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The Auto Payments report lets you track how much you have spent on electronic payments processing fees (Australia or EU), as well as the payment method used for transactions (BPAY or credit/debit card).

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Image: Running an Auto Payments report in Halaxy (expand image)

To run an Auto Payments report:

  1. Click Reports > Finance.

  2. Click New Report at the top-right of the page.

  3. In the Report Type field, select Auto Payments.

  4. (Optional) add any other filters as desired.

  5. Click Run.

RESULT: A report will be generated containing a list of transactions, the payment status and the amount you spent on electronic payment processing fees. Each line will include links to the associated appointment and invoice, as well as the practitioner for the appointment and the payment method used.

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