Your SimplePractice account includes 4 billing reports on the Reports page related to client billing and payments. Use these reports to see amounts owed by clients and insurance and the invoices by status, clinician, and time past due.
In this guide, we’ll cover:
Note: For information on the Analytics dashboard and other reports, see Understanding your Analytics dashboard and reports.
Outstanding balances
The Outstanding balances report provides an overview of the amounts that are still owed by clients and insurance.
This report displays the following columns by default:
- Client
- Clinician (group practices only)
- Services provided
- Uninvoiced
- Invoiced
- Client paid
- Client balance
You can filter the report by date range to display data within a specific time frame.
Group practices can filter the report by individual clinician via the All clinicians dropdown.
Clicking the amount in the Client balance column will link you to the Appointment status report for that client.
You can view additional filters by clicking More. Under this dropdown, With Balance will be toggled on by default. This will filter the report to only show clients with a client balance.
Note: Toggling off With Balance will display all clients, with or without a client balance.
To include additional details in the report, you can toggle Show Details on.
Enabling the Show Details toggle will add the following columns to the report:
- Prev. Total balance
- Prev. Client balance
- Client payments
- Client write off
- Total balance
Note: Clicking a client's amount in the Total balance column will link you to that client's Appointment status report.
You can also choose to include client insurance balances in the report by toggling Include Insurance on.
This adds the following columns to the report:
- Insurance paid
- Insurance write off
- Insurance balance
Tip: To see which clients have an insurance balance and don’t have a client balance, turn the With Balance toggle off and the Include Insurance toggle on. This option will display all clients, without or without client or insurance balances.
Turning on both the With Balance and Include Insurance toggles will display clients with a client balance or with both a client and insurance balance.
To export the report from your SimplePractice account:
- Click Export
- Select CSV or Excel
Client invoice aging
The Client invoice aging report lists amounts owed out-of-pocket by clients, with respect to time. This is useful for tracking client balances, determining which clients have a past due balance, and seeing how long a balance has been overdue.
The statuses of the report include:
| Status | Includes |
| Current | All unpaid invoices that are not yet past due |
| 1 - 30 days past due | The sum of all unpaid invoices that are past due in the last 30 days |
| 31 - 60 days past due | The sum of all unpaid invoices that are past due in the last 31 - 60 days |
| 61+ days past due | The sum of all unpaid invoices past due more than 60 days |
| Total balance | The entire balance due for all unpaid invoices for the client |
If you’re part of a group practice, the primary clinician of each client will also be included in this report.
Note: A “--” symbol means there’s no information for that client under the respective column.
Clinician invoicing (Group practices only)
The Clinician invoicing report shows the total amount of invoices for the selected time period. This report lists the appointment fees for each clinician, along with the total invoiced and uninvoiced amounts of the entire practice.
Invoices
The Invoices report shows the status of every invoice in your account. You can filter this report by date range, clinician, client, and invoice status (Paid or Credit, Unpaid, or Past Due).