I charged a client's card and it's showing up as a "credit"

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Lila Braida

• February 18, 2020 01:27

I charged my client for our four previous sessions but the amount charged is showing up as a "credit" and the balance is still showing as "unpaid." How can I provide my client with a receipt showing that they paid for those sessions?

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  Gillian

  • February 21, 2020 01:07

  Hi Lila, I'd be happy to help. All you need to do to allocate the payment to the sessions is create an invoice for the uninvoiced sessions. Then, they payment will be applied to the invoice, the invoice will be marked PAID, and you can send the invoice to the client.

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  Kerri L. Russell-Russo

  • March 29, 2020 23:12

  When a client makes a payment and they receive emails, do they automatically get an invoice marked paid? 

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  Kerri L. Russell-Russo

  • March 29, 2020 23:13

  I had a client who was a no show, but I waived the charge due to a technical error and no fault of theirs. They paid the full session fee bc it showed up in their portal as due. Is there a way to note that I waived this fee and credit their account without doing a refund?

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  Gillian

  • March 31, 2020 19:51

  Hi Kerri, that depends on the client's settings under Edit Details > Billing and Insurance - if the client is set to receive emails with new Billing Documents attached, or notifications to check the Client Portal, the client will automatically get an invoice marked paid. 

  Kerri, happy to help. You can go to the client's Overview > Billing tab, hover your mouse over the session fee, and write off the full fee for the session. Then, you can create an adjustment invoice to reflect the client's credit. 

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  Misty Newman

  • July 08, 2020 20:35

  Hi there,

   

  I have a client who paid $15 copay and I applied that to her account through stripe and it's showing up as a credit.  How do I fix that or apply the credit?

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  NEIL WEINER

  • July 28, 2020 21:53

  I have a client who s showing a credit of $130. This is incorrect. He should not have a credit, or a balance. How do I fix that ?

   

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  Ayelette

  • August 14, 2020 22:02

  Hi Misty,

  I see that you reached out directly to our Customer Success team regarding your question to get it resolved.

   

  Hi Neil,

  Because this is specific to your account, I’ve created a help request on your behalf so that a member of our Success team can investigate this for you further. They’ll be reaching out to you with more information over email.

   

  For future reference, 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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