There are three types of client-facing billing documents available in SimplePractice: invoices, statements, and superbills.

In this guide, we’ll review: 

• Invoices
• Statements
• 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.

Invoices

An invoice is a bill that creates a financial obligation for services or products rendered for clients. For more information on services and products, see Creating and using service codes and products. 

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
• Balance owed toward the invoice
• Customizable Notes field 
  • You can manually enter information in this field after an invoice is created

The Amount Paid field will display any payments made toward that invoice. If a partial payment is applied toward an invoice, the Balance field will reflect the remaining balance owed.

Note: For more information on applying client payments to invoices, see Navigating client payments.

An invoice that’s paid in full will be marked as Paid.

You can manually generate invoices at any time or choose to have them automatically generated on a daily or monthly basis. To learn more, see Invoice Settings.

Note: To learn more about invoices, 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. To learn more, see Automated Statement and Superbill Generation.

Note: For more information on statements, 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 generated and can also be automatically generated on a monthly basis. To learn more, see Automated Statement and Superbill Generation.

Note: For more information on superbills, see Creating superbills.