1. Halaxy Help Guide | Canada
  2. Finances
  3. Invoices

Add Business Number to invoices

Halaxy automatically displays the practice location's or individual practitioner's business/tax identification number in every issued invoice. All you need to do is enter the Business Number in the system, and it automatically appears on all your invoices.

Add Business Number for a practice location

When you set an Business Number for a practice location, this Business Number is used by default in invoices for all practitioners at that location. To do this, follow the steps below.

  1. Click Personal > Locations.

  2. Under the practice location’s details section, click the Icon-Edit.svg pencil icon.

    Location-Edit-CA.png

  3. In the pop-up, for the Business Number field, enter the location's Business Number.

    Location-TaxID-CA.png

  4. Click Save.

Add Business Number for an individual practitioner

When you choose to set an Business Number for an individual practitioner, this Business Number is used in invoices for that practitioner instead of the practice location’s Business Number. To do this, follow the steps below.

  1. Click Personal > Locations.

  2. Under the relevant location, for the relevant practitioner, click the Icon-Plus.svg plus icon to expand their details. Next to Business Number in Use, click the Icon-Edit.svg pencil icon.

    Location-TaxID-Prac-CA.png

  3. In the pop-up, enter the practitioner’s Business Number.

  4. Click Save.

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