Writing off a delinquent account
None

Is there a way to enter a write off for a client who has not and probably never will pay their balance? I have a few who I would like to "write off" their balance so 1) i don't keep getting reminders that they haven't paid their bill, and 2) the automated emails will stop sending to them

6 comments

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    Dolly Sullivan

    This is a great question and...I hope someone is able to answer it!  I, too, have run into the same problem and would like to know.  I have had different answers from different tax advisers and thus, I am also confused.  Let's hope someone gets back to us.  Good luck to you!

    This is a great question and...I hope someone is able to answer it!  I, too, have run into the same problem and would like to know.  I have had different answers from different tax advisers and thus, I am also confused.  Let's hope someone gets back to us.  Good luck to you!

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    Melinda Vesely

    Yes... Agree! Following for a response hopefully soon

    Yes... Agree! Following for a response hopefully soon

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    Valerie Southwick

    I am wondering if we write it off as an unrecoverable debt if we can write it off on our taxes. I have a few like this as well. Anyone have any experience with this?

    I am wondering if we write it off as an unrecoverable debt if we can write it off on our taxes. I have a few like this as well. Anyone have any experience with this?

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    Brian

    Hello,

    I believe Dana's question is specific to "writing off" a client's balance so that it no longer produces reminders. We have a feature for performing these write-offs at a session level: How do I enter write-offs?

    Taxes involve an entirely different type of "write-off", and unfortunately, we at SimplePractice are unable to give advice on this aspect of running a practice.

    I can recommend our Facebook group as another good place for querying your fellow clinicians on best practices questions like these.

    Thank you,

    Hello,

    I believe Dana's question is specific to "writing off" a client's balance so that it no longer produces reminders. We have a feature for performing these write-offs at a session level: How do I enter write-offs?

    Taxes involve an entirely different type of "write-off", and unfortunately, we at SimplePractice are unable to give advice on this aspect of running a practice.

    I can recommend our Facebook group as another good place for querying your fellow clinicians on best practices questions like these.

    Thank you,

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    Maureen Roy

    Brian, Is there a way to do this write-off function if I am a biller for a provider, and do not have access to the specific session details (I can only see dx and session dates/fees).  I don't see with my particular permissions that I have access to the screens shown in the video.

     

    Brian, Is there a way to do this write-off function if I am a biller for a provider, and do not have access to the specific session details (I can only see dx and session dates/fees).  I don't see with my particular permissions that I have access to the screens shown in the video.

     

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    Katherine Gurwell

    I have the same question! I'd like to write off a client bill, and not have to do it at the session level, since there may be multiple sessions.

    I have the same question! I'd like to write off a client bill, and not have to do it at the session level, since there may be multiple sessions.