Invoice Template Preferences

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Halaxy offers a few different options for your invoices, including:

  • custom invoice numbering

  • 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:

  1. Click Settings > Payments.

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

    The Settings > Payments page. "Edit" in the Invoice Template Preferences section is highlighted.
  3. In the pop-up, select the options you want:

    A pop-up titled Edit Invoice Template Preferences
    • 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.

  4. Click Save.

RESULT: Your invoices will automatically use the settings you selected.

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