Credit Card Payment
Answered

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?

1 comment

  • 0
    Comment actions Permalink
    Avatar
    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.