Credit Card Payment
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I accidentally processed payment for 6 sessions using the cash tab and not the client's credit card.  So basically they did not pay for any of their sessions because they wanted them to be on the card.  How do I go back and change this error?

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    Gillian

    Hi Theresa, I'd be happy to help with this. First, you'll need to delete the Cash payments that you've entered. You can do so by visiting the client's Overview page > Billing tab. Hover your mouse over the Cash payments to reveal the Delete button, then delete them. 

    Next, you can add a payment for the total client balance. Be sure to notify your client first so they aren't caught off guard by a large payment. Be sure to select Stripe Credit Card when adding the payment. 

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

    Hi Theresa, I'd be happy to help with this. First, you'll need to delete the Cash payments that you've entered. You can do so by visiting the client's Overview page > Billing tab. Hover your mouse over the Cash payments to reveal the Delete button, then delete them. 

    Next, you can add a payment for the total client balance. Be sure to notify your client first so they aren't caught off guard by a large payment. Be sure to select Stripe Credit Card when adding the payment. 

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

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    Eric Sullivan

    Thank you Gillian! I realized this same situation this week, and your feedback solved the issue. 

    Thank you Gillian! I realized this same situation this week, and your feedback solved the issue. 

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    Gillian

    Eric, while I'm sorry to hear you also experienced this issue, I'm glad you were able to get it resolved. We're working on enhancements to SimplePractice that will make it more clear when a payment is being charged versus simply recorded to help our customers avoid similar issues in the future.

    Eric, while I'm sorry to hear you also experienced this issue, I'm glad you were able to get it resolved. We're working on enhancements to SimplePractice that will make it more clear when a payment is being charged versus simply recorded to help our customers avoid similar issues in the future.

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    Carol Brill

    Help, Gillian!  I'm trying to delete cash payments, and I don't even see the cash payments.  Can't hover over it.  This happened when a credit card was cancelled due to suspicious activity (fraud by someone other than me).  All transactions were changed to "cash" from that point back to the very beginning (6 sessions).  How do we get the new card recognized for those charges.  It says there is a credit for them, because I deleted their invoices.  Subsequent charges have gone fine.

    Help, Gillian!  I'm trying to delete cash payments, and I don't even see the cash payments.  Can't hover over it.  This happened when a credit card was cancelled due to suspicious activity (fraud by someone other than me).  All transactions were changed to "cash" from that point back to the very beginning (6 sessions).  How do we get the new card recognized for those charges.  It says there is a credit for them, because I deleted their invoices.  Subsequent charges have gone fine.

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    Diane Mueller

    I was able to easily do this for a client that was in the same month.  Can I do this for payments that were noted as over 30 days ago? 

    I was able to easily do this for a client that was in the same month.  Can I do this for payments that were noted as over 30 days ago?