Halaxy credit settings can be set at a practice group or individual level. With individual settings, practitioners in your practice group may pay for their own Halaxy credits separately, even with separate payment methods. This gives you flexibility over who pays for credits and how.
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Click Settings > Payments.
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Under the Halaxy Credit Settings section, click Add New.
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In the pop-up, configure the following settings:
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Level: Select Individual.
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Practitioner: Select the practitioner from the dropdown.
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Also create individual reminder settings for this practitioner (optional): Tick the checkbox to also create individual reminder settings for this practitioner, if they don't already have them.
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Auto Top Up: Select Enabled to automatically purchase more credits when this practitioner's balance runs low, then enter:
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When credit balance reaches: The credit balance that triggers a top up.
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Top Up: The dollar amount of credits to buy each time.
Leave as Disabled if the practitioner wants to manually buy credits.
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Click Save.
After you save the individual settings, add the card the practitioner pays with.
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Click Settings > Payments.
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Under the Halaxy Credit Settings section, next to the practitioner's name, click Add credit card.
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In the pop-up, select how the practitioner pays:
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Card: Enter the Cardholder Name, Card Number, Expiry and CCV / CVV.
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Click Save.
The practitioner is now ready to buy Halaxy credits with their own card.
Note
A payment method added for an individual practitioner is used for their Halaxy credits only. It doesn't verify your practice for processing electronic payments.
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