Running a credit card in SimplePractice

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Once you've added a credit card to your client's file, you can easily select and run that card by adding a payment. If you haven't added the card yet, you can add it and run your client's payment all at the same time! The card will then be stored on file for future use. 

You can add a Stripe Credit Card payment from all of the locations where you would add any other type of payment (Cash, Check, or Manual Credit Card)

From the Calendar Flyout

1. Click on your calendar appointment to open the flyout 

If an invoice has not yet been generated for the session, the flyout will look like this:

 

2. Select the radial for Balance + Uninvoiced Session, Uninvoiced Session, or Other Amount, depending on how much you want to charge. (We recommend selecting Uninvoiced Session, if you're just billing for this session). 

3. Select Stripe Credit Card as the payment method. 

4. You'll then be prompted to enter the client's credit card info. Note: If you've already added a card, you'll see the last 4 digits of the client's card number here instead, and it will already be selected.

5. Click Add Payment. Your client's card will be run immediately for the amount you've selected. Be sure to click this button only once and wait for the page to finish loading. Clicking multiple times could result in multiple charges! 

If the session has already been invoiced, you'll see the option to Add Payment that looks like this:

 

 

Clicking Add Payment will open up the invoice and allow you to add the payment directly to that invoice. The steps (in the next section) are the same whether you open your invoice from the calendar flyout or from your client's Billing Details Page.

From an Unpaid Invoice

Note: If you've already opened the invoice from the calendar flyout, you can ignore steps 1 and 2. 

1. Click your client's name to open their profile page, then click Billing to open the Billing Detail page.

2. Click the UNPAID bubble in line with an invoice to open that invoice. 

 

3. Once the invoice is open, click the Pay button.

 

4. Select the option for $100: Invoice (or whatever the invoice amount is). 

5. Select Stripe Credit Card as the payment method and enter your client's card details. Again, if you already have a card on file, the last 4 digits will appear instead of the fields.

6. Click Add Payment. You'll see that your client's invoice is immediately marked PAID

From the Client Billing Details Page

1. Click your client's name to open their profile page, then click Billing to open the Billing Detail page. 

2. In the Add a Payment section on the right side of the page, select the option for either the $ Balance or Other Amount.

Note: Other Amount allows you to add a payment for whatever dollar amount you'd like. Selecting Balance will ensure that you run your client's card for their entire balance. 

3. Select Stripe Credit Card from the dropdown menu, then enter your client's card details. Again, if you already have a card on file, the last 4 digits will appear. If there are multiple cards on file, you can select which one you'd like to charge. 

 

 4. Click on Add Payment to complete the transaction. Your client's card will be run immediately for the amount you've selected. Be sure to click this button only once and wait for the page to finish loading. Clicking multiple times could result in multiple charges! 

SimplePractice will assign that money to the earliest available unpaid invoice and change the invoice status to paid.  Learn more about How Payments are applied to Invoices

How to tell if your payment went through

Regardless of which method you choose, you'll know your payment is successful if it appears as an item on the Billing Detail page: 

Notice how under the word "Payment" you see that it says StripeNote: This is different from Credit Card:

Credit Card is what appears if you select Manual Credit Card as the payment method. This is used to record payments that you ran outside of SimplePractice (using Square, PayPal, Venmo, etc). It is similar to recording a cash or check payment and doesn't actually run your client's card. 

You'll also see successful Stripe payments listed on your Credit Card Charges page, and you'll see your payment in your Stripe Dashboard. 

 

 

 

 

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