SimplePractice has three types of billing documents available for our customers to use.

In this guide, we’ll review: 

• Invoices
• Statements
• Superbills

Invoices

An invoice is a bill that creates a financial obligation for services or products rendered. Invoices can either be generated manually or auto-generated on a daily or monthly basis.

Note: To learn more about billing automation settings, see: Setting up your billing and automations.

Invoices include:

• Date(s) of service
• Issue date
• Balance owed towards an invoice
• Product add-ons
  • To learn about creating products, see: Adding a product
• Customizable information fields
  
  • • If you’d like to add a diagnosis to an invoice, many of our customers use the Notes field

Tip: You can edit, print, download as a PDF, email, or delete an invoice. To choose from these options, select the More dropdown at the top of the invoice.

When payments are made towards an invoice, the Amount Paid field will reflect that payment. If a partial payment is applied towards an invoice, the Balance field will reflect the remaining balance owed.

An invoice that’s paid in full will have a paid designation at the top.

Note: To learn more about invoices, see: Creating invoices.

Statements

A statement can be created for a specified date range and will include all appointments and client payments that occurred during that time frame, as well as their previous and ending balances.

Statements can be manually created at any time and can also be automatically generated on a monthly basis. To learn more, see: Automated Statement and Superbill Generation.

Statements include:

• A summary of the following details:
  • Beginning balance
    
  • Total amount invoiced
  • Total payments added
  • Ending balance
• Itemized invoices with dates of service and service descriptions
• 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
    
• Client information
  • If the client isn’t the party responsible for billing, the responsible contact will be listed in the To section
  • To learn more, see: Billing for a minor client
    
• Provider information
• Uninvoiced appointments, if applicable

Note: To learn more about statements, see: Creating statements.

Tip: You can print, download, email, or delete a statement.

Superbills

A superbill, also known as a Statement for Insurance Reimbursement, is a document that therapists can provide to their clients for insurance reimbursement. This document is similar to a statement, but provides additional information for insurance payers such as CPT codes, a client's diagnosis code(s), and their insurance information.

Superbills can be manually generated and can also be automatically generated on a monthly basis. To learn more, see: Automated Statement and Superbill Generation.

Superbills include:

• Client’s demographic information
• Client’s insurance information
  • This will appear if insurance information is added to the client’s file 
  • To learn more, see: Setting up insurance billing for your clients
• Provider’s license information
• Diagnosis code(s)
• Appointment details, including:
  • Date(s) of service
  • POS, or Place of Service
  • CPT codes and service descriptors
• Amount charged and payments received
  • Superbills won’t reflect partial payments
• Reimbursement recipient

Note: To learn more about superbills, see: Creating superbills.

Note: You can add multiple diagnosis codes to your superbills. To learn more, see: How do I include multiple diagnoses on claims/superbills?

Tip: You have the option to print, download as a PDF, email or delete the superbill.