Double Payment

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Dana Carretta-Stein

• September 24, 2018 12:50

Hi there.  One of my clinicians accidentally charged a client twice for one invoice.  I was able to do a refund for the payment, but the billing tab now shows that there is an amount that is uninvoiced.  Is there a way to get rid of this so it doesn't look like the client has an outstanding payment when she doesn't? Thanks in advance.

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  Gillian

  • September 24, 2018 20:49

  Hi Dana! Can you let me know if the client has an uninvoiced credit, or an uninvoiced balance? 

   

  To adjust what the client's balance should be, just go to the Billing tab for the client, hover your mouse over the session, and click "edit" to adjust the Client Responsibility for those sessions. 

   

  Our Help Center has a step-by-step guide on appointment level billing changes here: https://support.simplepractice.com/hc/en-us/articles/115002483786-Appointment-level-billing-changes

  
  If this resource doesn't help, just let me know and I'll submit a request on your behalf to our team to look into it directly in your account. 

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