I charged a client's card and it's showing up as a "credit"Answered
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?
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.
I see that you reached out directly to our Customer Success team regarding your question to get it resolved.
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.
Post is closed for comments.