Personalise every invoice with the right letterhead for every practitioner and location.
Halaxy provides a default letterhead template that applies to all clinical notes and invoices. You can also set up a letterhead template for the invoices of each practice location. A location letterhead is useful if you prefer a different logo or message for each practice location, or if you want your invoice header and footer to differ from your clinical notes letterhead.
You can customise the header, footer and notes of the invoice letterhead to your specifications, such as adding a logo or bank details.
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The right letterhead, chosen for you. For every appointment you book, Halaxy automatically uses the correct letterhead template for your invoices, based on your practice hours. The right branding goes out every time, with no template to switch.
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A letterhead for each practice location. Every invoice carries the logo, message, header and footer you set for the practice location that issues it.
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Control over which invoices change. Choose how far a new letterhead reaches: new invoices only, new and future-dated invoices, or all invoices.
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One template for every practitioner. With dynamic terms in your letterhead, every practitioner in your practice can use the same template and it is always personalised for them. That means one template to maintain, not one for each practitioner.
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Go to Personal > Locations.
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Under the relevant practice location, next to Invoice Letterhead Template, click Add template. (If a template already exists, click the
pencil icon to edit it.)
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Under Invoice Template, enter these settings:
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Template Name: Enter a name for your letterhead template.
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Apply For: Select which invoices to apply this letterhead template to. This applies only to invoices for this practice location.
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Only new invoices: Applies only to invoices created after you save the template.
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All new and future-dated invoices: Applies to existing future-dated invoices and new invoices created after you save the template.
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All invoices: Applies to all past, existing future-dated and new invoices.
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In the template editor, customise the letterhead header, footer and notes. You can personalise the template with dynamic terms. Click Image to add image files, such as a logo or signature. (Notes appear at the bottom of the invoice, above the footer.)
An example of an invoice letterhead template displayed on a printed invoice
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(Optional) To preview your letterhead template, click Preview at the bottom of the page.
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Click Save.
Your invoices for this practice location now use your letterhead template.
Caution
When you edit a template, check Apply For first. Choosing All invoices restyles invoices you have already sent.
Note
Keep logo and signature images small. A large file can increase the size of the emailed attachment and stop it reaching your recipient's inbox.
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Go to Personal > Locations.
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Next to your invoice letterhead template name, click the
bin icon.
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Repeat for each practice location whose invoice letterhead template you want to delete.
Note
When you delete an invoice letterhead template, invoices for that practice location revert to the default letterhead template.
Your letterhead sits alongside the settings that control what each invoice shows and how it reaches your patient.
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Choose what appears. Customise what appears on your invoices to show or hide patient details, appointment details and amounts.
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Add your bank details. Add bank details to invoices so patients can pay by direct deposit.
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Send invoices. Send an invoice by email or SMS with your letterhead applied.
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