Set invoice template preferences

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Who can do this?

All users and access levels - with access to Payment Settings page

As every practice is different, Halaxy provides preferences options on how to display information in your invoices. These options include:

  • Custom invoice numbering

  • Fee breakdown columns (amount, tax, total)

  • Patient date of birth

  • Appointment time

  • Appointment duration

  • Next appointment details

Note

Your saved invoice template preferences apply to all invoices for all practitioners within your practice group - except custom invoice numbering, which applies only to new invoices.

Edit invoice template preferences

  1. Click Settings > Payments.

  2. Under the Invoice Template Preferences section, click Edit.

    Invoice-Template-Preferences-01.png
  3. In the pop-up, configure the following settings:

    Invoice-Template-Preferences-02.png
    • Invoice number setting: Select custom invoice numbering to add your own prefix and suffix for invoice numbers and to select the next available number, or use the default Halaxy numbering.

    • Price Breakdown: Select which price columns you would like to show on the invoice.

    • Display Next Appointment: Show or hide the time and date of the patient's next visible appointment (subject to user access control). If the next appointment is with a different practitioner, this is indicated, and the next appointment with the same practitioner is also shown.

    • Display Appointment Time: Show or hide the appointment time for each fee.

    • Display Date of Birth: Show or hide the patient's date of birth.

    • Display Appointment Duration: Show or hide the total appointment duration in minutes for each fee. For pro rata fees, duration is always shown.

  4. Click Save.

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