Invoices – Halaxy Help Guide

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Invoices

View and edit invoices automatically generated by Halaxy, or create your own

Guide to the Halaxy invoice
Create an invoice
Edit an invoice
Delete an invoice
Send an invoice
Customise your invoice letterhead
Set invoice template preferences
Set a due date for invoices
Add a logo to invoices
Add bank details to invoices
Add BPAY to invoices
Add ABN to invoices
Send an invoice payment link
Set up template for invoice emails
Set up an invoice schedule
View status of invoice emails
View invoice payment history
Change the default invoice payer to primary contact
Change the invoice issuer
Create a quote
Set up custom invoice numbering
Reconcile payments in your bank account
Follow up on unpaid invoices
Add a discount to an invoice
Void or unvoid a fee from an invoice
Write off fees as bad debt
Unlink a fee from an appointment
Change the invoice payer on a third-party invoice
Cancel an invoice email
Invoice a practitioner

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