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.
Tip
Want to automate and speed up payments? Halaxy offers electronic payments processing to save time for you and your patients.
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First, add your bank details to your payment settings.
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Click Personal > Locations.
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Under the relevant 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 dynamic term [BSB / Account Number] 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.
Caution
When 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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