Re-sending credit card form
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I click "Share" but the credit card information box is greyed out...  The client has viewed it in the past, but I need a new card from them.  Their card must no longer be active, but they have a balance.  I've asked them to log into their portal, but would like to send them a specific request link.  THANKS!

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    Gillian

    Hi Brent, I'd be happy to help with this. You can delete the previously shared Credit Card Request form under Shared With Client on the client's Overview page by clicking the X button. Then, when you click the Share button again, you'll be able to select the Credit Card Request form to resend to the client. Let me know if you have any additional questions about this, or anything else SimplePractice. I'm here to help. 

    Hi Brent, I'd be happy to help with this. You can delete the previously shared Credit Card Request form under Shared With Client on the client's Overview page by clicking the X button. Then, when you click the Share button again, you'll be able to select the Credit Card Request form to resend to the client. Let me know if you have any additional questions about this, or anything else SimplePractice. I'm here to help.