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Getting Started with Billing and Payments on-demand class

Getting Started with Billing and Payments on-demand class

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 bulletedlines.simplepractice.video.png
  • Click the video section you want to jump to

section.simplepractice.videoclass.png

  • To change the speed or quality of the video, click gear.simplepractice.video.png, and choose the option you prefer
  • To change the volume, click speaker.simplepractice.video.png, and drag the circle up or down
  • To enable or disable closed captioning, click cc.simplepractice.video.png

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