About the class
The Getting Started with Billing and Payments class is designed to help you successfully start billing clients and accepting payments in SimplePractice. You’ll learn how to add a client payment, view invoice statuses, utilize billing documents, understand a client’s balance, and how to handle unallocated amounts and refunds.
To view a specific section in the class:
- In the lower right corner of the video, click
- Click the video section you want to jump to
- To change the speed or quality of the video, click
, and choose the option you prefer
- To change the volume, click
, and drag the circle up or down
- To enable or disable closed captioning, click
Helpful guides
