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