Payment notes

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Lynn Kilroy

• March 12, 2019 23:30

Hi there!

I'm wondering if there is a way to add a note regarding a payment.

For example - Let's say I inadvertently short charged a client on one of their credit card payments for a session last month. ($200 instead of $230, for example) I notice it, and after their next appointment I charge their credit card for the amount of last months error ($30) plus their current session ($230 - for a total of $260) When I input the payment I would like to be able to indicate somewhere what exactly this total payment includes and why and that $30 of that payment is to "link" back to the error.

Does this make any sense? :)

Thank you so much!!
Jason

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  Gillian

  • March 13, 2019 22:09

  Hey Jason, this is a good use case for Administrative Notes, which can be accessed by schedulers, billers, and clinicians. Here's a guide on how to use them: https://support.simplepractice.com/hc/en-us/articles/360020954391-Using-administrative-notes-in-SimplePractice

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  Beverly J. Pedroche

  • April 11, 2019 14:30

  Hi! Is there a way to set set a reminder for an administrative note? For example, if I write an administrative note to myself to "readminister the GAD in one month," can I get a reminder in one month? Thanks!

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  Gillian

  • April 11, 2019 22:04

  Hi Beverly, there isn't currently a way to set a reminder for an administrative note, but many of our customers choose to use the Other appointment feature to add a "sticky note" to a calendar to remind them to do things like re-administer assessments.

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  Jessica Taylor

  • February 19, 2021 16:00

  Administrative notes is absolutely not helpful in terms of tracking notes for payments, especially because the notes don't go into a timeline, they can only be added to at the top of the page.  Other services including Stripe on its own, allow for a notes.  This would be a really good improvement and would cut down on a ton of billing confusion.

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  Ruth

  • March 16, 2021 23:01

  Hi Jessica, if you'd like us to include the option of adding a note to a payment, please post on our Ideas and Suggestions Board, here: http://simplepractice.uservoice.com/! This way, other customers can vote and comment on the idea and our Product Team can consider adding it as a future enhancement! 

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