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Initial Client Balance or Credit

Initial Client Balance or Credit

If you're adding a new client to SimplePractice and that client already has a balance or credit, you can easily add this amount to his or her account. 

You can create an Initial Balance invoice using our Products feature:

  • Add the balance amount to your Settings > Billing and Services > Products page

initialbalance.simplepractice.billingandservices.png

 initialbalance.simplepractice.invoice.png

  • Your Initial Balance will now be represented by an invoice, which you can choose to pay directly, or at a later time

It will also be clear exactly when that balance is paid, because the invoice will be marked PAID.

 

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