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Initial Client Balance or Credit

If you are 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:

 1. Just add the balance amount to your Settings > Billing and Services > Products page.

Initial balance in SimplePractice

2. Then, create a blank invoice and add your balance to this invoice as a Product.

 Initial balance added as a Product in an invoice in SimplePractice

3. 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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