1. Halaxy Help Guide
  2. Finances
  3. Invoices

Change invoice terminology

On Halaxy, invoice is the default term for the document issued to a patient or organisation to outline your services provided, and to collect and record payment. Some practices may need to use different terminology for invoices for specific reasons, such as required by tax agencies, government or health funds.

There is also an option to change the label of paid invoices to receipts.

You can change the terminology for your practice group's invoices in your invoice template preferences.

Note

The terminology you select for invoices reflect all throughout Halaxy for all users in your practice group.

Change invoice terminology for your practice group

  1. Click Settings > Payments.

  2. Under the Invoice Template Preferences section, click Edit.

  3. In the pop-up, for Invoice Terminology, select the terminology you want to use.

    Invoice-Terminology.png

  4. Click Save.

Your selected term now applies to all invoices in Halaxy.

Updated

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