Charging a Client's Credit Card
AnsweredHi! I have several failed attempts at charging a client's credit card. Apparently, I'm only saving the card.
The instructions state to click on "Stripe" - but I didn't even know where this button is. I go to the client's profile, then to Billing, but I don't see an option for Stripe or to charge a card. Can anyone help? Its been almost two days since I've seen this client, and I really want to figure this out sooner rather than later.
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Hi Katie, I'd be happy to help you with this. Here are the steps to charging a client's card with SimplePractice.
- Navigate to the client’s Overview page
- Look for the ADD PAYMENT section on the right
- Here, you can choose to run their entire Balance or you can select Other Amount and enter the amount you’d like to charge
- Make sure Stripe Credit Card is selected for the payment method
- If the client has more than one card on file, make sure to select the correct card from the drop down menu:
Then, click Add Payment to charge the card on file, reducing the client's balance or giving them a credit. Let me know if you have any additional questions about this, or anything else SimplePractice. I'm here to help.
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What is up with the new integrated stripe system? It is not giving information I need for budgeting purposes. I can't see which transactions are part of a payout. It is not telling me enough information about what or when specific payouts will be made. Is this going to improve? Are there other places to look aside from Payout Reports? If not, can we go back to the old Stripe Dashboard? The information provided there was much more robust. Kind of frustrating to be forced to make this change and then be provided with less functionality than before.
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Hello, I am pleased to have found this line of questioning as it relates to my question this evening. I had a new client that I met last night, with the client's consent, I enrolled her in auto pay - however I did not know how to do auto pay last night. Therefore, last night's session is unpaid. Like someone in this thread, I only saved the card, and did not process the payment. I told this client that I would sent the receipt ASAP - I would like to process the payment so that I can sent the receipt. Also, I did not sent the portal link yet. I would like to send it now. Looking at the portal option, it seems to generate a message to invite the client to schedule her own session. I do not want to offer this option. How can I send a portal invitation to a client I have just met one time, without offering the ability to schedule their own sessions. Thank you very much.
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For US accounts, payouts of your available account balance are made daily and contain payments processed two business days prior (this is how long it takes for your pending account balance to become available on this schedule). For example, payments received on a Tuesday are paid out by Thursday, and payments received on a Friday are paid out by Tuesday.
For CA (Canadian) accounts, payouts of your available account balance are made daily and contain payments processed seven business days prior (this is how long it takes for your pending account balance to become available on this schedule).
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Gillian, this is pertaining to your response regarding changes begin made to the payout reports up above on the thread. I didn't know how to connect it to your comment.
Thanks for your response. I'm relieved to hear that further changes are coming to provide more details with the payouts and pending payouts.
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Elizabeth, you can automatically send an invoice marked as Paid directly from SimplePractice in a fully HIPAA compliant way. Just automate invoice generation daily under My Account > Settings > Billing and Services, and set up individual clients under Edit > Billing and Services > Email Billing Notifications.
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Hi Erica, you can confirm that the payment was processed under Billing > Card Transactions.
Brenda, if Manual Credit Card was selected, the client's card was not charged - Manual Credit Card means that the card was charged outside of SimplePractice. If billing a card that's saved to SimplePractice, always select Stripe Credit Card.
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