Understanding invoices, statements, and superbills

There are 3 types of client-facing billing documents available in SimplePractice. In this guide, we’ll review each type: 

• Invoices
• Statements
• Superbills

Invoices

An invoice is a bill that creates a financial obligation for services or products rendered for clients.

Invoices include:

• Client information 
  • If the responsible party is different from the client, their information will also be listed
    • For more information, see Adding a new minor client or Adding a new couple client
• Provider information 
• Issue date
• Due date
• Date(s) of service
• Service description(s) and charges 
• Product add-ons
• Amount paid toward the invoice
  • For more information on applying client payments to invoices, see Navigating client payments
• Balance owed toward the invoice
• Customizable Notes field 
  • You can manually enter information in this field after an invoice is created

You can manually create invoices at any time or choose to have them automatically generated on a daily or monthly basis.

For more information, see Creating invoices.

Statements

A statement is a summary of a client’s invoices and payments. They can be created for a specified date range and will include all appointments and client payments in that time frame. 

Statements include:

• Client information
  • If the responsible party is different from the client, their information will also be listed
    • For more information, see Adding a new minor client or Adding a new couple client
• Provider information
• Beginning balance 
• Itemized invoices with dates of service, service descriptions, and charges
• Payments made, including the following details:
  • Payment type (Cash, Check, Online Card, or External card)
  • Card brand and the last 4 digits of the card number for Online Card transactions
• Ending balance

Statements can be manually created at any time or automatically generated on a monthly basis. 

For more information, see Creating statements.

Superbills

A superbill, also known as a Statement for Insurance Reimbursement, is a document that clients can submit to an insurance payer for reimbursement. Superbills provide information required by insurance payers for out-of-network reimbursement, including CPT codes, a client's diagnosis code(s), and their insurance information.

Superbills include:

• Client’s demographic information, including DOB
  • If the responsible party is different from the client, their information will also be listed
    • For more information, see Adding a new minor client or Adding a new couple client
• Client’s insurance information
  • This will appear if insurance information is added to the client’s profile 
  • To learn more, see Setting up insurance billing for your clients
• Provider information
• Diagnosis code(s)
  • To learn how to add multiple diagnosis codes to superbills, see How do I include multiple diagnoses on claims/superbills?
• Appointment details, including:
  • Date(s) of service
  • Place of Service (POS) code(s)
  • CPT code(s) and service descriptor(s)
• Amount charged and payments received
  • Superbills won’t reflect partial payments
• Reimbursement recipient

Superbills can be manually created or automatically generated on a monthly basis. 

For more information, see Creating superbills.