Set invoice template preferences

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

  • Custom invoice numbering

  • Default invoice issuer
  • Patient date of birth
  • Appointment time

  • Appointment duration

  • Next appointment details

  • Fee breakdown columns (amount, tax, total)
  • Tax label
  • Practitioner pronouns


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.

  3. In the pop-up, configure the following settings:

    • 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.

    • Default invoice issuer: Select the default biller for invoices. This can be set to either the practitioner or location from when invoices are first created.

    • Display date of birth: Show or hide the patient's date of birth. This includes additional options to show the patient's age next to the DOB.

    • 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 appointment duration: Show or hide the total appointment duration (in minutes or hours) for each fee. For pro rata fees, duration is always shown.

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

    • Tax label: The terminology referring to the tax amount.

    • Display pronouns: Show or hide practitioner pronouns on invoices.
  4. Click Save.


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