How do I send an invoice from Halaxy for payment?

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• How do I create a payment plan for my client in Halaxy?

  Please see these instructions https://support.halaxy.com/hc/en-au/articles/10443432916367-Create-an-invoice-payment-plan?ref=blog.halaxy.com

• 💳 What if the credit card payment doesn't go through?

  If a card has insufficient funds: Send the invoice manually and notify the client - You can use the email template "Insufficient Funds - Invoice for Payment". Contact Admin only if there is a technical issue. ?️ Watch: ...

• How do I send a psychometric tool to my client to complete from Halaxy?

  To send a psychometric tool from Halaxy as a form to be completed by the client, it needs to be set up as an "intake form". Please see here the example of the EPDS: https://drive.google.com/file/d/1vZVncmsi1iPql_7WPFxswoYrcBLlJDww/view?usp=drive_link ...

• How do I submit my monthly invoice for payment?

  Please see instructions here for creating and submitting your invoice for processing: https://drive.google.com/drive/folders/1T_jZRoIJkSNW2-z3LhZCuzz3sGnyetru?usp=drive_link

• Has my client's payment been received through the bank account?

  ? Direct Deposit Payments Direct deposit payments will be marked as “paid” on the invoice once received, usually within 24 hours. If not marked paid, the funds have not yet arrived. Only follow up if the client states they’ve made payment and it ...