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. 

In this guide, we’ll cover:

• Video player controls
• Part 1. Quick tour: Billing
• Part 2. Understanding invoices, statements, and superbills
• Part 3. Adding a client payment
• Part 4. Reviewing the client billing summary box
• Part 5. Reviewing Appointment billing details and Payment details
• Part 6. Refunds and Unallocated payments
• Part 7. Popular features

Helpful links

• Navigating client payments
• Getting started with client billing
• Understanding invoices, statements, and superbills

Video player controls

Hover your mouse over the video to access the following options. 

• To view the video in full screen mode, click , and to exit, click it again or press esc
• To display the chapter list, click  and select a chapter
• 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 and search the transcript, click 

Part 1. Quick tour: Billing

In the first video, we’ll do a quick tour of the billing process.

Part 2. Understanding invoices, statements, and superbills

In part 2, we’ll review the documents used in billing: invoices, statements, and superbills.

You can customize your Billing document settings at Settings > Client billing and insurance > Client billing documents.  Edit your service codes at Settings > Billing > Services and Products > Services.

Part 3. Adding a client payment

In part 3, we'll review adding a client payment.

Part 4. Reviewing the client billing summary box

In part 4, we'll review the client billing summary box.

Part 5. Reviewing Appointment billing details and Payment details pages

In part 5, we'll go into more depth on tracking payment history using the Appointment billing details and Payment details page.

Part 6. Refunds and Unallocated payments

In part 6, we'll review how to refund client payments as well as the details of unallocated payments.

An unallocated client payment can occur when a payment isn’t allocated to an invoice, or if a payment is added to an invoice that’s then deleted. When a payment amount is unallocated, it’s displayed as a client credit. 

Part 7. Popular features

In part 7, we’ll review setting up Online Payments so you can process credit card payments within SimplePractice.

AutoPay is an easy way to bill your clients and collect credit card payments without having to manually do so after each appointment. This automation can be enabled on a practice-wide level and customized at the client level, meaning you can enable AutoPay for specific clients based on their personal preference.

Once a client is enrolled in AutoPay, the default card stored in their file will be charged their full invoiced amount overnight between the hours of 12 AM and 2 AM in your local timezone.

Important: For a walkthrough on setting this up, see Getting started with AutoPay.