Show your bank details on every invoice, with one setup.
With direct bank deposit, patients and organisations can pay you by transferring funds directly to your bank account. When you add your bank details to your invoice letterhead, Halaxy provides this information automatically every time you send an invoice. You choose whether your bank details appear in the header or footer.
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Click Personal > Locations.
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Under the relevant practice location, next to Invoice Letterhead Template, click Add Template. (If you already have an invoice letterhead template, click the
pencil icon next to it.)
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In the header or footer editor, click where you want to add the information, then insert the [BSB / Account Number] dynamic term or enter your bank details directly.
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At the bottom of the page, click Preview to preview your letterhead, or click Save to save your changes.
Your invoices now show your bank details.
Caution
When you edit an invoice letterhead template, check Apply For before you save. Choosing All invoices restyles invoices you have already sent.
Bank details on your invoices connect to how patients pay and how you reconcile those payments.
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Take payments electronically. Halaxy Auto Payments saves time for you and your patients, because patients pay by card from an emailed link or when booking online.
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Customise your letterhead. Customise your invoice letterhead template to add a logo and wording for each practice location.
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