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What are invoices, statements, and superbills?

What are invoices, statements, and superbills?

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.

invoice.simplepractice.jamieappleseed.png

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.

statement.simplepractice.jamieappleseed.png

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 

superbill.simplepractice.jamieappleseed.png

Tip: You have the option to print, email, download as a PDF, or delete the document. 

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