Auto Payments

Track payments that have been electronically processed through Halaxy, with transfer dates, receipt numbers and links to the invoice.

Credit card expiry

See when patients' credit and debit cards will expire.

Credit card not added

Generate a list of patients who do not have card payment details in their Funding tab.

Deposit

Track deposits and prepayments that patients and organisations have made, including which invoices that deposits have been allocated to and the total value of unallocated deposits

Expenses

Track all the expenses that you have entered into Halaxy over a particular period of time.

Halaxy credit usage

Tracks how you are using Halaxy credits

Income

Track the revenue/fees that are paid for a particular period of time (income date is based on when the payment was recorded or marked as paid). Includes breakdown by payment method and invoice due date (if applicable).

Invoice

Track and review all invoices regardless of whether the invoices have been paid or not. Invoice date is based on the associated appointment/invoice line (or the invoice creation date if there is no appointment). Includes due date if applicable.

Invoice reports can be filtered to show or hide voided and written-off invoice lines to help track bad debt.

Profit and loss

Tracks your income against your expenses to calculate total profit or loss, with links to each invoice or expense. Can be run tax inclusive or tax exclusive.

Unpaid invoices

Track and review invoices that have not been paid, whether invoices are overdue and how many days that invoices are overdue.

Xero Syncing

View all invoices, expenses and deposits and their syncing statuses for practitioners who use Xero. If syncing has failed you can resync.