Why is my client's "At-A-Glance" billing section showing a credit?


With the SimplePractice billing system, your client's balance will only increase when an invoice is generated. If an invoice has not been generated for one or more sessions, it's possible for a credit to show up in the client's profile where there should be none.

  • Here is an example of a session for which an invoice has not been generated. You can see that there is an Uninvoiced Amount.

Uninvoiced amount shown in SimplePractice

 If we add a $150 payment, the credit will appear:

Payment credit added in SimplePracticeHere's how to resolve this:

  1. In the "At-A-Glance" section, click Uninvoiced. You can quickly generate an invoice for any uninvoiced sessions by simply clicking the Uninvoiced link.
  2. Click OK to confirm.Now you will see the uninvoiced amount applied against the client's balance. Because there was already a credit, if the credit equals the amount of the invoice, the invoice will indicate that it's "Paid".
  3. A check of the At-A-Glance section confirms that there is no longer an uninvoiced amount, and the client's balance no longer shows a credit.

Generating an invoice in SimplePractice

Have more questions? Submit a request