Customise your invoice letterhead

Follow

Who can do this?

All users and access levels

Halaxy provides a letterhead template that automatically displays on all invoices and clinical notes. By default, the template includes your name, practice name, practice location, phone number and email address. This default letterhead template is displayed for all practitioners within a practice group.

You can customise the content of the default letterhead to your specifications (such as adding a logo or bank details), and you also have the option to create letterhead templates to be used in invoices for each practice location. This way, you can have different templates for your invoices while using the default template for clinical notes.

Note

Halaxy automatically determines which letterhead template to use for your invoices based on the location you select and your practice hours.

Customise the default letterhead template

The default letterhead template is applied to all invoices and clinical notes from the moment you create your Halaxy account. If you set up an invoice letterhead template for your location, the default letterhead will only be used for clinical notes.

To customise the default letterhead template:

  1. Click Settings > General.

  2. Under the Clinical Settings section, next to Default letterhead template, click the Icon-Edit.svg Edit icon.

    An example of how the header and footer will appear in the letterhead of a clinical note
  3. Use the editor to customise the letterhead header and footer. You can use Dynamic Terms to personalise the template.

    Invoice-Letterhead-02.png

    An example of a letterhead template displayed in a printed clinical note

  4. To preview your letterhead template, click Preview at the bottom of the page.

  5. Click Save to save your default letterhead template.

Create an invoice letterhead template for a location

You have the option to add a custom letterhead template to be used only for invoices for each practice location. This is useful if you prefer to use a different logo or message for different practices, or if you want your invoice letterhead to be different from your clinical notes letterhead.

  1. Click Personal > Locations.

  2. Next to Invoice Letterhead Template, click Add template.

    Invoice-Letterhead-03.png
  3. Under the section Invoice Template:

    Invoice-Letterhead-04.png
    • Template Name: Enter a name for your letterhead template.

    • Apply For: Select whether you want your new template to apply to all invoices or to future invoices only. (Note: This applies only to invoices for this location.)

  4. Use the editor to customise the letterhead header, footer, and notes. You can use Dynamic Terms to personalise the template. Click the Image button to add image files, such as a logo or signature. (Notes appear at the bottom of the invoice but above the footer.)

    Invoice-Letterhead-05.png

    An example of an invoice letterhead template displayed in a printed invoice

  5. To preview your letterhead template, click Preview at the bottom of the page.

  6. Click Save to save your invoice letterhead template.

Caution

Setting invoice letterheads for locations will override the content in your default letterhead template for your invoices.

Note

To delete your invoice letterhead template and revert back to the default letterhead template, click Personal > Locations then click the Icon-Bin.svg Delete icon next to your invoice letterhead template name. You will need to do this for all your locations.

0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.