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Providing client with dates of service, payments, check numbers and balance due

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Kay Kimball

How do I provide client with a print out that shows dates of service, payments, payment method including check numbers and balance due?

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9 comments

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  • Gillian

    Hi Kay, to create a Statement, which includes all of the above information, simply visit the client's Billing tab and click +Create > Statement for your selected timeframe. 

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  • Kristen Morefield

    How do I alter an input payment (I need to add the check number as I forgot to do it when I added payment info)

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  • Kristen Morefield

    Never mind 

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  • Mary Beth Dennie

    my statements say the day the invoice was created, not the date of service. how can that be changed?

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  • Gillian

    Hi Mary, by default, Statements will list invoices by the day they are created rather than the date or dates of service listed on the invoice. To address this, you can have SimplePractice create invoices for you automatically every day, a setting you can enable under My Account > Settings > Billing and Services. Then, you'll have an invoice for each date of service, created on the day that that service was performed.

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  • Stacie Neffendorf

    I have parents who are divorced. One of the parents paid me in cash and one paid me via card. I'm showing an outstanding balance on one session. I'm unable to see how many were paid on the parent with the card. I've done multiple searches. Please assist.

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  • Gillian

    Hi Stacie, happy to help. The best way to see a running total of payments for a particular client is to create a Statement for them. This will show all payments by type including payments from any Contacts linked to the client. To do so, visit Overview > Billing > +Create and click Statement for your chosen timeframe. 

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  • Alexandra Roth

    I wish you had not changed the layout of the client billing details page. I can no longer make sense of it.  Where are the check payments made by the client? Why are they no longer shown in the billing flow? Please tell me how to find the last checks sent by the patient - amount and date - and how to delete one that was entered by mistake.

     

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  • SUZANNE J. MCHUGH, M.S. Ed.

    Hello,

    I have a billing statement for a client marked as "paid" on a invoice, however, not hitting my bank account and the client, very kindly told me this happened and nothing as come out of her account. 

    Why would an account be marked paid and not actually have transferred into my bank account?

     

    thank you,

    Suzanne  

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