This guide will provide some terminology and a breakdown of each type of billing document available to you in SimplePractice, along with their purpose and structure:
Note: While many people use "invoice" and "statement" interchangeably, these are different documents with different purposes. Understanding the difference will help you streamline your billing.
Invoice
An invoice is a bill. This document creates a financial obligation to your client alerting them that they owe you money for services or products rendered. You can only have a date of service on one invoice at a time. In SimplePractice, you can manually generate invoices or set up the system to auto-generate them on a daily or monthly basis.
Invoices include:
- Dates of service
- Product add-ons
- Paid designation if the entire invoice has been paid
- Ability to add custom notes in the Notes section
- Ability to edit service descriptions
- Ability to edit client and provider information
Note: To learn more about invoices, see Creating invoices.
Note: If you would like to add a diagnosis to an invoice, most health & wellness professionals use the custom note field.
Tip: You have the option to print, email, download as a PDF, or delete the document.
Statement
A statement is a snapshot of the total owed by a client at any point in time. In SimplePractice, you can create a statement with a specified date range whenever you'd like. The statement will include any client transactions that occurred during the specified time frame, including invoices and payments. While you can create a new statement at any time, you can also choose to have SimplePractice automatically create statements on a monthly basis (to be mailed, shared via the Client Portal, or emailed).
Statements include:
- Previous and Ending Balances for the time frame selected
- Itemized Invoices detailing charges
- Payments made during that time period
Note: To learn more about statements, see Creating statements.
Tip: You have the option to print, email, download as a PDF, or delete the document.
Superbill
A Superbill, also known as a Statement for Insurance Reimbursement, is a document that the therapist provides to their client for insurance reimbursement. This document is similar to a statement, but provides additional information like CPT codes and a client's diagnosis code(s). You can have SimplePractice generate a superbill on a monthly basis or you can choose to create them manually as needed.
Note: To learn more about creating superbills, see Creating superbills.
Superbills include:
- Diagnosis Code (only the primary code will appear)
- Client Insurance Information, if desired
- Client DOB
- CPT Codes and descriptors
- Amount charged and payments received
- Reimbursement Recipient
Tip: You have the option to print, email, download as a PDF, or delete the document.
