Please note that due to the circumstances around COVID-19, we are seeing a significant increase in the number of help requests to our Customer Success group and we're working to respond as quickly as possible. We do strongly encourage you to take advantage of all the free resources we have available. Thank you for your patience and understanding. 


How do I create batch statements/superbills?


The "Batch Statements" and "Batch Superbills" features have now been replaced with the more flexible option to "Export Billing Documents."

Because of the automation that is available within SimplePractice for both statements and superbills, you may find that the need to batch create claims/statements is gone.

You can now select to have these documents created at a regular monthly interval and delivered automatically to your clients.  

Learn how to Automate the Process of Sending Statements, Superbills, or Invoices.

Have more questions? Submit a request