Payments

Overview

• This guide provides a step-by-step process for handling invoices in Halaxy to ensure accuracy and efficiency.

Steps to Process Invoices

1. 1. Go to Halaxy.

   2. Open the Invoices section.

   3. Select the invoice marked as Not Yet Paid.

   4. Verify the Amount is correct.

   5. Click Process Now.

   6. When prompted, assign the processing fee to the client by selecting Yes.

   7. Click PROCESS.

      • The status should change to SUCCESSFUL.

   8. Click PROCESS REBATE.

      • Confirm the client has a referral on file.

      • Click PROCESS again.

   9. Click CLOSE to complete the process.

Outcome

• Following these steps ensures that invoices are processed correctly, rebates are applied where appropriate, and records are kept accurate in Halaxy.