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  1. Halaxy Help Guide
  2. Finances
  3. Invoices

Invoices

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

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  • Guide to the Halaxy invoice
  • Create an invoice
  • Edit an invoice
  • Delete an invoice
  • Email 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
  • Set up template for invoice emails
  • Add a secure payment link to invoice emails
  • Set up an invoice schedule
  • View status of invoice emails
  • View invoice payment history
  • Change the default invoice payer to primary contact
  • Create and book a package
  • 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
  • Guide to deposits
  • Guide to vouchers
  • Transfer a payment to another patient's account
  • Void or unvoid a fee from an invoice
  • Write off fees as bad debt
  • Unlink a fee from an appointment
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