Keep track of your practice's finances with Halaxy

Halaxy makes it easy to track, manage, and automate your practice with our extensive practice reporting – covering everything from finances to patients, appointments, referrals, and even communications. 

Halaxy finance reports

Halaxy automatically tracks the financial statements you need, so you always know how your practice is performing. Halaxy’s finance reports include: 

✅ Income: Track the revenue/fees that are paid for a particular period of time. 

✅ Expenses: Track all the expenses that you have added to your Halaxy over a particular period of time. 

✅ Invoices: Track and review all invoices regardless of whether the invoices have been paid or not. 

✅ Unpaid invoices: Track and review invoices that have not been paid, whether invoices are overdue and see how many days that invoices are overdue. 

✅ Auto Payments: Track your Halaxy Auto Payments, including transfer dates, receipt numbers and links to the invoice. 

✅ Credit Card Expiry: See the expiry dates of your patients’ credit and debit cards. 
✅ Deposits: Track deposits and prepayments made by patients and organisations

How to Run a Finance report

To run a finance report in Halaxy, all you need to do is:

• Click Reports > Finance.
• On the top right, click New Report.
• Select the Report Type, set your filters, and click Run.

After you click Run, your report results are displayed in a list. From here, you can:

• Edit filters: In the top right of the report, click the  pencil icon.
• Save report: At the bottom of the report, click Save. This saves the report to its report category list.
• Close report: At the bottom of the report, click Cancel. This closes the report without saving it.

Want to learn more? Read our full Help Guide to finance reports now.