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.
Notice
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. If a template already exists, click the
pencil icon to edit it.
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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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Caution
If you are editing an existing template, check Apply For before you save. Choosing All invoices restyles invoices you have already sent.
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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
Note: Keep logo and signature images small. A large file can increase the size of the emailed attachment and stop it from reaching your recipient's inbox. See Add a logo to invoices.
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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.
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Click Personal > Locations.
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Next to your invoice letterhead template name, click the
bin icon.
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Repeat for every location that has an invoice letterhead template.
Notice
Deleting an invoice letterhead template reverts those invoices to the default clinical letterhead template.
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