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

7 comments

  • Avatar
    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!

  • Avatar
    Melinda Vesely

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

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

  • Avatar
    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?

  • Avatar
    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,

  • Avatar
    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.

     

  • Avatar
    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.

  • Avatar
    Jenna Peterson

    For our clients with unrecoverable balances, we inactivate the client to stop the reminders and bills. However, it would be nice if there were a way to separate out those inactive clients from the client balance reports in SP.

    For our clients with unrecoverable balances, we inactivate the client to stop the reminders and bills. However, it would be nice if there were a way to separate out those inactive clients from the client balance reports in SP.