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I want to include write-offs on statements.  Has anyone been able to do this?  How?

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    Gillian

    Hi Jamie, there isn't currently a way to do this in SimplePractice, however, you can add line-items to Invoices or add a note on the Invoice to let clients know what their write-off was.

    Hi Jamie, there isn't currently a way to do this in SimplePractice, however, you can add line-items to Invoices or add a note on the Invoice to let clients know what their write-off was.

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    Annabelle Coote

    This is a big bummer!  But I do just as Gillian says when I need to -- ADD additional info to the service in the INVOICE and then it shows up on the statement.  NOTES on the invoice do NOT show up on the statement.  My format is something like: $100 fee - $70 insurance payment (or payment received) - $30 write off.

    If this were an actual entry, I would have set up the payment in the billing section to reflect a $100 charge and a client payment due of $70 or a write off of $30 (depending on whether it was self-pay or insurance).  And in this example, the invoice would be for  $70 and would show paid.

    In another scenario, if there was no payment made for example, the invoice might read $100 - $30 write off and the invoice would show $70 due.

    If you received partial payment and there is still some due then it gets super tricky -- you'd have to add something like: $100 fee - $30 write off = $70 balance due.  Partial payment of $50 leaves $20 balance owed.

    But if you only put that in the same line, the invoice will show a $70 unpaid balance because the system doesn't show partial payments (another bummer!)

    You could if you wanted then add a line item separate from the service line in which you added a "product" of "partial payment" for $50 -- then the balance due would show $20, but this would also add an extra $50 credit to the system and when they made the actual $20 payment then it would still calculate the extra $50 so you would have to go back and delete the credit OR add a new line item to reverse the credit (seems crazy).

     

    Hope that helps

     

    This is a big bummer!  But I do just as Gillian says when I need to -- ADD additional info to the service in the INVOICE and then it shows up on the statement.  NOTES on the invoice do NOT show up on the statement.  My format is something like: $100 fee - $70 insurance payment (or payment received) - $30 write off.

    If this were an actual entry, I would have set up the payment in the billing section to reflect a $100 charge and a client payment due of $70 or a write off of $30 (depending on whether it was self-pay or insurance).  And in this example, the invoice would be for  $70 and would show paid.

    In another scenario, if there was no payment made for example, the invoice might read $100 - $30 write off and the invoice would show $70 due.

    If you received partial payment and there is still some due then it gets super tricky -- you'd have to add something like: $100 fee - $30 write off = $70 balance due.  Partial payment of $50 leaves $20 balance owed.

    But if you only put that in the same line, the invoice will show a $70 unpaid balance because the system doesn't show partial payments (another bummer!)

    You could if you wanted then add a line item separate from the service line in which you added a "product" of "partial payment" for $50 -- then the balance due would show $20, but this would also add an extra $50 credit to the system and when they made the actual $20 payment then it would still calculate the extra $50 so you would have to go back and delete the credit OR add a new line item to reverse the credit (seems crazy).

     

    Hope that helps