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Editing invoice after creation

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14 comments

  • Gillian

    Hi Max, I'd be happy to help. 

    First, delete the invoice that has been generated for the session. Next, visit the client's Overview page, and click the Billing tab. The Billing tab lists all sessions, invoices, and payments for the client. Hover your mouse over the session fee on the Billing tab to reveal the Edit button, then, adjust the fee as needed. Finally, hit Save and create a new invoice using the +Create > Invoice button on the Billing tab. 

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

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  • Amye Cole

    I'd like to know how to edit the text of the description of the invoice service. Currently, it states "professional services" and I'm not sure if my client's HSA will reimbursement for something so vague. Somewhere it needs to state that it was a psychotherapy service.  

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  • Amy C.

    Hi Amye, 

    I'd be happy to help. To show the full Service Code description on invoices, visit My Account > Settings > Billing and Services. Then, check the checkbox under Invoices that reads "Use Appointment Service and Description." Finally, you can delete and regenerate any invoices to update them with the Service Code and Description.

    Please let me know if you have any additional questions, and I’ll be glad to assist you.

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  • Adam Melin

    If the client has already paid the invoice and I want to edit the invoice description, can I delete the invoice and create a new one without impacting the payment? Please advise on if there is another way to create a new invoice or edit an invoice related to a session that was already paid for. Client wants expanded description for HSA reimbursement. Thanks! 

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  • Gillian

    Hi Adam, I just responded to your other post on this - you can simply delete and create the invoice, and the payment will automatically apply to the invoice, as long as your client doesn't have any other outstanding invoices.

    -1
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  • Shealeen Kennedy

    I accidentally hit paid and need to reverse that.  Then I need to charge client using credit card for the first time.

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  • Gillian

    Hi Shealeen, I'd be happy to help. Simply delete the erroneous charge on the client's Overview > Billing tab. Then, add a new Stripe Credit Card payment to charge the client's card on file. 

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  • Jane Bowling

    How do HSA and FSA cards work? Do they require authorization from the client's insurance company or can client use them to pay for therapy in the same way as a credit card? I don't bill insurance and typically take payment at the time of service.

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  • Gillian

    Hi Jane, FSA/HSA cards can be added to the Portal by your client (or added manually to SimplePractice by you) and function just the same as a normal credit card.

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  • Cheryl Francis

    Gillian, the instructions to Max are not working.  Hovering over billing does not give an option to do anything.

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  • Ruth

    Hi Cheryl - I can certainly clarify this for you. Find my instructions on how to change session fees and regenerate an invoice to bill your clients the corrected amount. 

    • You'll want to go to your client's Billing page and delete the original session invoice that billed your client the incorrect amount. Here is a screenshot: 

    • Identify the Appointment that this invoice is associated with, click on the Appointment, or the "Edit" link that appears when you hover over the Appointment. 
    • Now change the "Client Owes" amount to reflect the correct session fee. Save your changes. This process is pictured here: 

    • Generate a new invoice for this appointment by narrowing the date range to only include the edited session date and clicking the +Create New > Invoice. 

    For more information regarding this process, please refer to these guides:

     

    Note: If a Superbill is associated with an appointment, you won't be able to edit it. You'll need to delete the Superbill prior to making any changes to the session. 

     

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  • Tamisha Daniels

    I need someone to walk me through a billing issue I am having. I accidentally invoiced two clients as cash payments that should have been car payments.  I need to correct this. 

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  • Tamisha Daniels

    I need to know how to delete a cash payment that was not received so it doesn't show as a client credit.

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  • Betsy Archer

    Same here!

     

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