You can change the date for individual invoice lines in Halaxy to better reflect the service provided, especially in merged or collated invoices.
Each invoice line date can be set to match:
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The main invoice date
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The linked appointment date (if applicable), or
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A custom date of your choice.
This flexibility helps ensure your invoices are accurate and align with your practice and reporting needs.
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Open the invoice.
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Under the Fees & Charges section, next to the fee, click the
pencil icon.
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For Date, select the date you want to set for this invoice line:
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Appointment: Uses the date of the linked appointment (if applicable)
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Invoice: Uses the main invoice date in the invoice settings
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Custom: Allows you to select a custom date
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Click Save.
You have successfully edited this invoice line date.
Note
In invoices with multiple invoice line dates, the main invoice date (from invoice settings) automatically sets to the newest among the invoice line dates.
Updated