This article relates to payment processing requirements for practitioners. There is a separate article for adding bank account details for patients.
If you process payments in Halaxy with Auto Payments, you must enter your practice details, Business Number, and bank details to receive the payment funds. You can specify deposit accounts for your practice group, separate locations, or individual practitioners.
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Click Personal > Locations.
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In the top-right corner of your primary location, click Edit.
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In the pop-up, configure the following:
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Practice Name: Enter the name of your registered practice.
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Business Number: Enter the Business Number of your practice.
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Full Address: Enter the address linked to your practice, including street address (required for processing payments with Halaxy)
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Practice Contact Details: Enter the contact details of your practice.
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Click Save.
Important
Make sure to add the street address registered against your business's Business Number. PO boxes are not accepted.
Tip
After saving your practice address, you can hide it from your invoices or your directory profile.
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Click Settings > Payments.
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Under the Deposits section, for Group level, click the
pencil icon. (If you want to add account details for a location or practitioner, click Add New.)
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In the pop-up, under Deposit Details, configure the following:
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Account Name: Enter your bank account name.
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BSB: Enter the BSB of your bank account.
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Account Number: Enter the account number of your bank account.
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Configure your processing fee allocation preference and your statement descriptor.
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Click Save.
Payments will now be transferred to the nominated bank account, based on the level settings specified.
Note
If the payout transfer is unsuccessful due to an invalid practice address, you will be asked to add a billing address instead. This will show up as an alert in Settings > Payments under the Deposits section. Click the pencil icon, then click Save to show the billing address fields. This address will only be used for payouts.
Tip
To confirm if payments have been deposited into your bank account, see our related article: Confirm your received payments
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