Add bank details to invoices

With direct bank deposit, patients and organisations can send payment by transferring funds directly to you. Adding your bank account details to your invoice letterhead automatically provides this information every time you send an invoice.


Want to automate and speed up payments? Halaxy offers electronic payments processing to save time for you and your patients.

Add bank details to your invoice letterhead

Before you add to your letterhead, you must first add your bank details to your Payments Settings. If you've already done this, proceed straight to Step 5.

  1. Click Settings > Payments.

  2. Under the Deposits section, click Add New.

  3. In the Deposit Preferences pop-up:

    • Select the Level of the bank account you will be adding - Group, Clinic or Individual.

    • Under Deposit Details, add your account name, BSB and account number.

  4. Click Save.

  5. Open the letterhead template:

    • For the default letterhead template (clinical notes and invoices): Click Settings > General, then under Clinical Settings, next to Default letterhead template, click the Icon-Edit.svg Edit icon.

    • For the invoice letterhead template (invoices only): Click Personal > Locations, under the relevant location, click Add Template. (If you already have an invoice letterhead template, click the Icon-Edit.svg Edit icon next to it.)

  6. In the header or footer editor, click where you want to add the information, then type the dynamic term [BSB / Account Number].

  7. At the bottom of the page, click Preview to preview your letterhead or click Save to save your changes.


If you are editing an invoice letterhead template, make sure to specify if you whether you want to apply these changes to all your invoices or to future invoices only.


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