Process offline payments

Offline payments are any payments processed outside of Halaxy, such as cash, EFTPOS, Paypal, direct deposit, etc. To process an offline payment, simply enter the transaction amount to mark the invoice as paid and select the method used.

Note

Partial payments also can be done for offline payments. See related article: Change invoice payment status

Tip

Does your practice use BPAY? You can enable BPAY to automatically include your BPAY information in invoices.

Process a non-Halaxy payment

  1. Open the invoice.

  2. Under the Payments section, click Mark as Paid.

    Invoice-Payment-Status-01.png
  3. In the Method dropdown, select the payment method used.

    Invoice-Payment-Status-02.png
  4. Click Save.

    Invoice-Payment-Status-03.png

The invoice is settled, with the status now labeled Paid in Full.

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