About the class
The Client Billing & Automation class focuses on setting up client billing and automations. We’ll go over features like AutoPay, the different types of billing documents you can create and share with your clients, and how to automate your billing settings.
Helpful guides
- Getting Started with Billing and Payments on-demand class
- Setting up your billing and automations
- Getting started with AutoPay
- Understanding invoices, statements, and superbills
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Automating your client billing documents
The Client billing documents settings page holds a variety of settings to automate your invoices, statements, and superbills. Watch the video below to learn more.
AutoPay
AutoPay is an easy way to bill your clients and collect credit card payments without having to manually do so after each appointment.
This automation can be enabled on a practice-wide level and customized at the client level, meaning you can enable AutoPay for specific clients based on their personal preference.
Once a client is enrolled in AutoPay, the default card stored in their file will be charged their full invoiced amount overnight between the hours of 12 AM and 2 AM in your local timezone.
Important: An Online Payments account is required to use AutoPay. For a walkthrough on setting this up, see Getting started with Online Payments.
Billing documents
There are three types of client-facing billing documents available in SimplePractice: invoices, statements, and superbills.
In this video, we’ll review invoices, statements, and superbills.
Note: Billing documents can be printed, downloaded as a PDF, emailed to a client, or deleted. To choose from these options, select More at the top of the billing document.