Edit an invoice

Keep every invoice accurate, one section at a time.

You can edit an invoice at any time. Whether you made a typo or the treatment or details have changed, you can make your updates in a few clicks.

What Halaxy handles for you

Edit each section. Update the header, practitioner details, patient details, fees, payments or notes on their own, without touching the rest of the invoice.
Voided fees kept on record. A voided fee stays on record, and you can add it back from the invoice settings whenever you need it.
Move a fee instead of deleting it. Nothing is lost: move a fee to a new invoice, or to an existing one with the same patient, payer, practice location and practitioner.
Write off a bad debt. Clear an unrecoverable invoice line from your unpaid invoices by writing it off as a bad debt.

You edit each section of an invoice separately. The table lists the details you can edit in each section and how.

#	Section	Details you can edit	Click to edit
1	Invoice header	Invoice number Invoice date Invoice due date Letterhead template Invoice status The payer the invoice is billed to	cogwheel icon
2	Practitioner details	Practice location details (address, contact details and ABN) Identification numbers	Edit link: practice location details pencil icon: identification numbers
3	Patient details	Patient details (name, date of birth, address and contact details) Patient claim details Claimant details, if applicable Referral details	Edit link: patient name, date of birth, address and contact details pencil icon: claim, claimant and referral details
4	Fees and charges	Appointment or fee date Fee name and description Fee notes Fee amount Tax amount Rebate amount	pencil icon
5	Payments	Payment method Payment amount (You can edit only payments made outside Halaxy.)	pencil icon
6	Notes	Notes	pencil icon

Open the invoice.
Under the Fees and Charges section, click the bin icon on the invoice line you want to delete.
In the Remove Fee pop-up, select one of the options:
- Void to hide the fee from the invoice: Hides the fee on the invoice. Halaxy doesn't include the fee in the invoice balance but keeps a record of it. You can add the hidden fee back to the invoice in the invoice settings.
- Delete the fee and completely remove it: Removes the fee without leaving a record.
- Move the charge to another invoice: Moves the fee to a new invoice or to an existing invoice with the same patient, payer, practice location and practitioner. If no other invoices match these details, this option doesn't appear.
- Write off invoice line as a bad debt: Settles the invoice but marks the fee as bad debt that you can no longer recover. Halaxy doesn't show an invoice marked this way as an unpaid invoice.
Click Save.

The invoice now reflects your choice.

Editing fits with the other ways Halaxy lets you group, merge and correct fees.

Know every part of the invoice. The Guide to the Halaxy invoice explains each section.
Merge fees. Merge multiple or duplicate invoices to group fees from different invoices with the same payer.

Updated 11 November 2026 04:50