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11 comments

  • Official comment
    Melinda

    Hi there, Mark. 

    If I'm understanding correctly (and please let me know if I'm not), you are wanting to find a report that will show you a list of all paid or unpaid invoices for a set time range. You can absolutely do this by going to your Insights tab, and then navigating to your Appointment status report. This report will show all appointments entered in your calendar for the set date range and allows you to filter by paid, unpaid, uninvoiced or overpaid. You can read more about how to utilize this helpful report here: Appointment Status Report: Checking the billing and documentation status for appointments.

    With the new integrated Stripe experience, you have more power over managing all parts of the credit card payment process, more information available to you about transactions, and access to our new reporting features: the Payout reports and Card Transactions report right in your SimplePractice account. 

    If you previously had a Stripe account linked to your SimplePractice account before setting up Online Payments, you will still have access to that previous account for record-keeping purposes. This means you will have access to two Stripe accounts, but you'll only be managing transactions and payouts moving forward from your integrated SimplePractice experience. This will not be reflected in the separate Stripe dashboard associated with your previous account.

    You can learn all about the new functionality available to you here: Charging, refunding, and setting up AutoPay for clients with your Stripe account.

    Please let me know if you have further questions and I’ll be glad to work with you.

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  • Vanessa Okechukwu

    I am trying to find out how I can set my booking to require clients to pay their co-pay before setting up an appointment. Is there any way that I can use to accomplish this?

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  • Melinda

    Hey Vanessa, 


    Currently, we have the option to require new clients to enter their credit card information prior to scheduling an appointment, however, they will not be charged unless you have charged them directly within SimplePractice using the card they have provided. 

    You can go to My Account Settings > Client Portal  and select Require credit card for new clients to book appointments > Save when you're done. Please keep in mind that this option is not available for existing clients. 

    I recommend requiring your clients to fill out credit card information and enrolling them for AutoPay, in case of a no-show or missed appointment. 

    Let me know if this helps. 

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  • Gina Yanovitch

    help request

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  • Melinda

    Hey Gina, 

    You can send a Help Request by going to the orange "Get Help" button in the bottom left-hand corner of your SimplePractice account. 

    Please feel free to reach out in this thread if there are any questions I can help answer for you.

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  • Charlynn Ruan

    We have had big issues with this integration from the beginning. Currently we are facing a new set of  issues.

    1. Stripe has a new feature that allows merchants to perform instant deposits (for free) instead of waiting 3-4 business days to hit our bank account. We can do it straight through our Stripe account already for any clients paying out of Simple Practice. Can SimplePractice do this from your side?

     

    2. We have a rapidly growing practice and are looking into venture capital funding for further expansion. A couple of the companies loan according to data metrics from Stripe transactions to verify practice revenue. All of the Simple Practice transactions executed by Simple Practice do not show up in our Stripe dashboard, therefore funding companies (for example, Clearanc), cannot verify our practice revenue. What can Simple Practice to so that this revenue is attributed or reflected in our company's Stripe dashboard?

    3. Credit Card information for all of our clients is completely hidden from us. Whenever we need to charge a client via other means, we have no way of getting the information out of Simple Practice. is there anything that can be done about this?

    This is all very inconvenient. 

    Thanks. 

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  • Mike

    Hi Charlynn,

    The Online Payments feature, while powered by Stripe, is fully integrated into SimplePractice and does not connect to an external Stripe dashboard as the old integration did. It does not support Stripe's instant deposits and it does not provide an ability for external entities to verify payment information that is contained within your SimplePractice account. 

    When credit card information is stored in your account, it's tokenized to protect it and it is not intended to be used for any other purpose. 

    One option here will be to process card transactions externally in your Stripe account, then note them in your SimplePractice account using the Manual Credit Card payment option. This will enable you to use features of Stripe that were not included in the Online Payments feature of SimplePractice.

    Please let me know if you have additional questions. I will be happy to help.

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  • Kristina Hamilton

    Hi,

    I'm trying to log into Stripe and forgot my password. When I attempt to reset I get this message "This account is linked to a business that works with Stripe. To view details, sign in to their website or app directly."  Simple Practice is the only other place I use stripe. What does that mean?

    Kristina

     

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  • Gillian

    Hi Kristina, I'd be happy to help. Your Stripe account is fully integrated into SimplePractice, so you cannot access your Stripe account information through Stripe's website. Instead, you can access your Stripe transactions and other payment information directly in your SimplePractice account. Let me know if you have any additional questions about this, or anything else SimplePractice. I'm here to help. 

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  • Bibiana Carvalho

    Hi, 

    I'm trying to understand what is going on with my simple practice.

    I went to my client page on appointment status and that showing to me  on the client responsibility NO CHARGE and on the isurence part saying UNBILLED.

    In reality should be charging on client responsibility what is charging on the isurence responsibility, I never set up the way it is . Of course that I will bill the isurence but the client has to have his/her payment too and I was checking and all past appointments wasn't charged. How can I fixed it for good because now I have to go one by one of my clients check and change to get paid but it should be automatically once I set up the automatic payment. Please help!

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  • Gillian

    Hi Bibiana, I'd be happy to help. It sounds like the client was set up as an Insurance client with no fee. To remedy this, visit the client's Edit Details > Billing and Insurance, and make sure to flip the client's status from Insurance to Self-Pay. Then, make sure that your full fee is entered for the client's Default Service at the bottom of the page. Then, hit Save. 

    Next, go to the client's Billing tab, and scroll down to the sessions that were billed incorrectly. Hover your mouse over the fee and click Edit to change the session from Insurance to Self-Pay and adjust the fee. Hit Save and do this for any other sessions. Then, click +CreateInvoice. 

    Finally, go to your Calendar and delete and recreate any recurring appointments your clients has to update future appointments with the correct fee. 

    Let me know if you have any additional questions about this, or anything else SimplePractice. I'm here to help.

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