While Halaxy provides a default letterhead template that applies to all clinical notes and invoices, you have the option to set up letterhead templates to be used 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 header and footer to be different from your clinical notes letterhead.
You can customise the content of the invoice letterhead to your specifications, such as adding a logo or bank details.
Note
Halaxy automatically determines which letterhead template to use for your invoices based on the location you select and your practice hours.
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Click Personal > Locations.
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Under the relevant location, next to Invoice Letterhead Template, click Add template.
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Under the section Invoice Template:
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Template Name: Enter a name for your letterhead template.
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Apply For: Select which invoices you want to apply this letterhead template. (Note: This applies only to invoices for this location.)
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Only new invoices: Apply only to invoices created after saving the template.
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All new and future-dated invoices: Apply to existing future-dated invoices and new invoices created after saving the template.
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All invoices: Apply 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 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.)
An example of an invoice letterhead template displayed on a printed invoice
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To preview your letterhead template, click Preview at the bottom of the page.
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Click Save.
Caution
Setting invoice letterheads for locations overrides the content in your clinical 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 bin icon next to your invoice letterhead template name. You will need to do this for all your locations.
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