How can I carry over balance or credit for a new client?


If you are adding a new client to SimplePractice and that client already has a balance owed on their account, you can easily add the amount owed. 

If you wish to be really thorough, you can enter all past sessions that still have a balance due within the SimplePractice calendar.  Be sure that the session fees are correctly entered at the session level.

If the client is new, you don't need to enter an initial balance for the first session.

Alternatively, if you already know the total of what your client owes you, you may simply enter that balance as the client's initial balance due.

1. Go to CLIENT DETAIL page and click on the EDIT CLIENT INFO link.

2. Select the BILLING AND INSURANCE tab.

3. At the top of the page, go to the INITIAL BALANCE box and enter the amount. If you want credit the client account, then enter a negative value here. For example, -100 will apply a $100 credit to the client account.

When finished be sure to scroll to the bottom of the page and click SAVE.

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