How to write off a clients balance who has insurance

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Patrick Wilson

• February 07, 2023 18:32

How do I write off a clients balance who has insurance?

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  Joshua Redding

  • February 08, 2023 05:32

  I'd like to know this too. I use an alternate platform, Alma, to run insurance and I'd like to track that with Simple Practice but if I put that the client is using insurance then I cannot write off any of the fee that I charge. 

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  Kathleen Burke

  • February 09, 2023 00:13

  The following is from the SP guides:

  https://support.simplepractice.com/hc/en-us/articles/207623066-Adding-insurance-payments#enteringwr

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