invoices sync across from Halaxy with Date of Service & NDIS No.
When our invoices sync across from KEY IMPORTANT required data that is included on our clinic Practice Management software - Halaxy Invoice is omitted in Xero. This data is a requirement of most funders eg., My Aged Care required the Date of Service, along with NDIS, who require NDIS Number and date of Service. If this information was included then the invoice can be emailed from Xero and also stripe fees collected in Xero. With current set-up invoices need to be emailed from Halaxy which is not the preferred option.
Christine Dall'Alba
shared this idea
Thanks for bringing this to the community, Christine.
We understand the request for additional Halaxy fields, including Date of Service and NDIS Number, to sync into Xero invoices.
As this relates to third-party integration, we’ve moved the post to Feedback. We recommend contacting Halaxy Support or sharing the request through Xero Developer Ideas.
