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)

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:

    PaymentSettings_InvoiceTemplateModal.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. 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.

  4. Click Save.

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

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