Halaxy offers a few different options for your invoices, including:
price breakdown columns (Amount, Tax, Total)
patient date of birth (show or hide)
appointment time (show or hide)
appointment duration (show or hide)
next appointment details (show or hide)
To edit your invoice template preferences:
Click Settings > Payments.
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In the Invoice Template Preferences section, click Edit.
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In the pop-up, select the options you want:
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. Your options are "Tax and Total" and "Amount, Tax and Total".
Display date of birth: Show or hide the patient's date of birth.
Display appointment time: Show or hide the appointment time for each fee/invoice line.
Display appointment duration: Show or hide the total appointment duration in minutes for each fee/invoice line. For pro rata fees, duration is always shown.
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 denoted, and the next appointment with the same practitioner is also shown.
Click Save.
RESULT: Your invoices will automatically use the settings you selected.
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