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Managing a client's billing on Android

Nadya
Updated

You can manage some information related to a client’s billing and insurance in the SimplePractice for Clinicians mobile app, including viewing billing details and adding payments. Below, we'll cover:

Note: To view our main guide on the mobile app for Android, see Getting started with the mobile app for Android.

Viewing a client's billing and insurance information on Android

After navigating to the client’s Overview page, you can view billing and insurance information under the Billing & Insurance section.

Client Overview page showing the Billing & Insurance section

Below is a description of each option.

Option Description
Client Balance
  • Tap this to view what invoices are contributing to the client balance
  • You can tap on a specific invoice to view it, and tap the three dots on the top right of the screen to:
    • Email this to the client
    • Print this
Client payments
  • Tap this to view the client's payments
  • You can tap on a client's specific payment to view further details about that payment
All invoices
  • Tap this to view all the client's invoices
  • You can tap on a specific invoice to view it and choose certain options for the invoice
    • See the Client Balance row for more information
Billing Type
  • This would be Self-Pay or Insurance, depending on the primary way the client pays for their services
Insurance on file
  • Tap this to view details about the client's insurance
  • This will say No insurance on file if the client doesn't have an insurance payer listed

To edit the client's billing and insurance information, see Viewing and editing a client’s information on Android.

Adding a client's payment on Android

You can add a payment on the SimplePractice for Clinicians app from the client’s Overview page and from the client's appointment.

From the client’s Overview page

To add payments from a client’s Overview page:

  1. Select + > Add Payment

Client Overview page showing the + menu with Add Payment selected

This will take you to the page to check which Invoices to Charge Client. Starting from this page, follow the steps below:

  1. Select Edit to check which invoice(s) you want to add the payment to
    • Once you’ve selected the invoice(s), tap Save
  2. To add a partial payment, tap Add Partial Payment under the relevant invoice and enter the amount

Invoices to Charge Client screen showing Add Partial Payment under an invoice

  1. Select Continue to Payment
  2. Tap the payment method to update the payment method, if necessary
    • If the client has credit, this will automatically be applied to the payment
      • If the credit can fully cover the invoice, you won’t be able to select a payment method
    • If you have an online payments account, you can use Tap to Pay
    • You can toggle Client Credit off to select a payment method and charge the client instead

Payment screen showing the Client Credit toggle

  1. Review the payment amount under Confirm Payment Amount
    • You can tap the payment amount to edit, if necessary
    • If the payment is greater than the invoiced amount, there’ll be an Overpayment, which can be used as a credit for future charges
  2. Tap Confirm payment

Confirm Payment screen showing the Confirm payment button

From the appointment

To add a payment for the appointment from the calendar:

  1. Select the Calendar tab at the bottom of the screen
  2. Tap on the appointment
    • If the appointment does have an invoice, tap Add Payment
    • If the appointment doesn’t have an invoice yet, tap Create Invoice and Add Payment

Appointment details screen showing Create Invoice and Add Payment

These steps will take you to the Invoices to Charge Client page. From here, follow the steps to add a payment from the client’s Overview page.

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