As every practice is different, Halaxy provides preferences options on how to display information in your invoices. These options include:
- Default invoice issuer
- Patient date of birth
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Appointment time
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Appointment duration
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Next appointment details
- Fee breakdown columns (amount, tax, total)
- Tax label
- Practitioner pronouns
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.
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Click Settings > Payments.
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Under the Invoice Template Preferences section, click Edit.
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In the pop-up, configure the following settings:
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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.
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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.
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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.
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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.
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Display appointment time: Show or hide the appointment time for each fee.
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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.
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Price breakdown: Select which price columns you would like to show on the invoice.
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Tax label: The terminology referring to the tax amount.
- Display pronouns: Show or hide practitioner pronouns on invoices.
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Click Save.
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