If you've found that an appointment billed to a third-party organization has resulted in two separate invoices, this is typically due to the invoice fee's rebate amount is less than the total amount. This results in a gap amount, which Halaxy automatically bills to the patient, resulting in two invoices - one for the organization and one for the patient.
This situation can be quickly fixed by reverting the fee back to the patient to create a single invoice, then billing the invoice to the organization.
To bill the entire invoice to the organization, follow the steps below.
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Step 1: Revert the fee to the patient
Image: Reverting a fee on an organization invoice back to the patient
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Open the invoice which is billed to the organization.
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To the right of the fee, click the
trash icon.
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In the Remove Fee pop-up, select Revert the fee back to the patient, then click Save.
The fee is now reverted, resulting in one invoice billed to the patient. The next step is to change the invoice payer so that it is billed to the organization:
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Step 2: Set the invoice payer to organization
Image: Changing the payer back to the organization
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On the top-right, click the
cogwheel icon.
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In the Invoice Settings pop-up, in the Payer dropdown, select Organization.
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Click Save.
The invoice is now billed correctly to the organization.
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