Manage preferences for processing fees

Whenever you process payments in Halaxy with Auto Payments, you can choose to pay the processing fee yourself, or you can pass on a partial or the entire fee amount to the patient or organisation. Your choice of fee allocation can be set at every payment, but you can also configure a default allocation setting so you don’t have to set it every time.

Processing fee settings can be configured for a practice group, location, or individual practitioner, giving you added flexibility and control over your payments.

Note

If you sync Halaxy with Xero and your remittance method for processing fees is charged to credit card, tick Sync Halaxy Auto Payment charges as an expense in your Xero integration settings. This ensures your Xero invoices show the full amount your patient paid, with the processing fee recorded as a separate expense.

Assign processing fees to patient or practice

Click Settings > Payments.
Under the Deposits section, click the pencil icon for the group, location or practitioner you wish to change settings for.
Under Processing Fee Settings, configure the following:
- For Allocated to, select one of the following options:
  - Practice: Processing fees are absorbed by the practitioner.
  - Optional: Processing fee allocation will be set during payment processing. (Note: For invoice payment links and automatically scheduled payments, fees are paid by the practice.)
  - Invoice payer: Processing fees are paid by the patient or organisation billed on the invoice, with the fee indicated for the payer during the payment process.
- If you selected Optional or Invoice payer, set the Amount to be assigned:
  - Percentage: Passes a set portion of the processing fee onto the payer. Set the percentage fee to 100% to pass on the full amount.
  - Fixed: Passes a fixed amount onto the payer. The fixed fee entered is used only if it is less than the total processing fee.
- For Remittance method, select how you want to pay processing fees to Halaxy:
  - Deduct from payments: Processing fees are automatically deducted before the payment reaches your bank account.
  - Charge to credit card: Processing fees are charged separately to your nominated credit card as an expense, then you receive the full payment amount in your bank account.
Click Save.