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insurance invoice

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3 comments

  • Gillian

    Hi Joanna, I'd be happy to help with your question. To create an invoice reflecting that the client has paid their copay, simply visit the client's Overview page, then their Billing tab. Then, click +Create > Invoice to create an invoice showing their payment of the copay. 

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  • Amy Belval

    I have the same issue. Client paid a co-insurance percentage at every session. However, this amount is not subtracted from the invoice when it is created. How do I remedy this?

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  • Ayelette

    Hi Amy,

    I appreciate you sending in a request to our Customer Success team. A team member will reach out to you as soon as possible to help with your client's billing.

    For future reference for everyone, the quickest way to get support for account-specific questions is to send us a help request by clicking the blue question mark icon on the lower right of your SimplePractice account > clicking Get Help. For more details, feel free to check out this Help Center guide: Logging in to SimplePractice and submitting help requests.

    Although we're periodically monitoring the Community Forum, this is also a place for customers to exchange ideas and engage with one another on how to best use our platform. Thank you all for acting as resources for each other in the meantime.

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