Billing Two Credit Cards for a Couple Session
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I saw a couple for 90847 and they wanted to share the cost of their conjoint session equally, between two credit cards.  I invoiced partner A for 50 percent of the total session charge, and "wrote off" the other half, and billed (charged) Partner B for the second half of the session, using "Add Payment", but I couldn't invoice Partner B.  Now it looks like Partner B has a "credit" when he was really just being charged for "his half" of the total session. Is there a way to split a conjoint session between two credit cards in a way that's better?  Thanks!

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    Gillian

    Hi Ken, I'd be happy to help with this. SimplePractice's couples sessions are designed so that the primary partner (Partner A) is responsible for the full session fee.

    Here's how you can create an invoice for Partner B that accurately lists their payment: 

    1. Go to Partner B's Billing tab on their Overview page

    2. Click "+Create > Invoice" and create a blank invoice

    3. Add a Product to the invoice and call it "Partial Payment for Couple's Session" (or whatever you'd like)

    4. Hit Save. The invoice will be marked as paid after their existing credit is applied to the invoice, and you can provide the invoice to the client as a record of their payment. 

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

    Hi Ken, I'd be happy to help with this. SimplePractice's couples sessions are designed so that the primary partner (Partner A) is responsible for the full session fee.

    Here's how you can create an invoice for Partner B that accurately lists their payment: 

    1. Go to Partner B's Billing tab on their Overview page

    2. Click "+Create > Invoice" and create a blank invoice

    3. Add a Product to the invoice and call it "Partial Payment for Couple's Session" (or whatever you'd like)

    4. Hit Save. The invoice will be marked as paid after their existing credit is applied to the invoice, and you can provide the invoice to the client as a record of their payment. 

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