Invoice every appointment automatically, or create an invoice whenever you need one.
In Halaxy, creating an appointment with a fee generates an invoice for you. When you need to, you can also create manual invoices that aren't linked to a calendar appointment, for patients and organisations.
You can edit, delete, customise, print and send invoices. You can also process payments and claims straight from an invoice, or automatically on a schedule you choose. Customise your invoice letterhead template and set your invoice preferences, so your invoices always show the information you need the way you want.
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An invoice for every appointment. Every appointment with a fee gets its own invoice, complete with practitioner and patient information.
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Details filled in. Halaxy fills in your stored practitioner identification and the patient's claim details for the funder, based on the fee you add.
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Payments from the invoice. Process payments and claims straight from the invoice, all in one place.
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Manual invoices when you need them. Need an invoice with no appointment? Create one from the invoices list, a patient profile or an Organisation profile.
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Third-party billing. Bill and send invoices to a third-party organisation, such as an employer or health fund, instead of the listed patient.
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On the calendar, click a timeslot on the date you want.
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In the Appointment Panel, add a patient and a fee, then click Save. (You can create new patients and fees, or select existing ones.)
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Click Invoice to view the invoice for this appointment.
The invoice includes your information, the patient's stored information and the appointment fees. You can also process payments straight from the invoice.
Tip
Save your practitioner identification and the patient's claim details under the funder one time, and the correct information appears on your invoice based on the fee you add.
To create an invoice that isn't linked to an appointment, create a manual invoice. You can start from the invoices list, a patient profile or an Organisation profile.
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From the invoices list
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Click Finances > Invoices.
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At the top right, click New Invoice.
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From a patient profile
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From an Organisation profile
Creating an invoice connects to how you customise, send and edit it afterwards.
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Know every part of the invoice. The Guide to the Halaxy invoice explains each section.
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Customise what appears. Customise what appears on your invoices and every invoice follows the same format.
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Send invoices. Send an invoice by email or SMS, manually or automatically.
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Quote first. If patients ask about your treatments and services, create a quote first and convert it to an invoice later.
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