Tracking services/products when client is an organization?
AnsweredIs there a way to effectively record use of services/products when the client is an organization?
I've done consultations for a couple different organizations, as well as trainings/presentations at groups and universities, which I've gotten paid for. My solution so far has been to create them as a client and add the product as the service, then charge them that way, but SimplePractice then prompts me to send intake paperwork and basically treat them as an individual psychotherapy client.
Is there a better way to do this? Or should I handle it externally to SimplePractice somehow?
-
Thanks for this--I'm with Jason. I still only see the option for First & Last name, but not an Organization name. I'm also having to create a code eg 0001 Consultation in order to put in the service. As the amount changes due to time, it's getting difficult to bill. If my rate is $225/hr, but I have 1.5 hours one day and 1/2 hour another day, I have to do the math each time. Is there a better way to do this?
Thanks!Justin
-
Hi. I have the same request.
How do I enter an organization as a client?
The name fields require both first and last name.
I have been hired to give a training on a certain date. I need to submit an invoice with a date the payment is due. I would like to know how to do that.
Thank you,
Nobuko
-
Hi Jason, Justin, and Nobuko, SimplePractice doesn't currently have a separate client type for Organization. You can simply enter the organization's name in the first and last name fields in SimplePractice when creating a new client, and uncheck the Send Intake button when creating them. For example, if I work with North High School, I would enter the "client" first name as North and the last name as High School. Then, I can schedule appointments with the organization, bill for services and products, and invite my organizational contact to the Client Portal so they can review billing documents and pay fees.
Justin, one way you might want to set this up is by billing by units for consultation. You can enable Unit Billing under My Account > Settings > Billing and Services > Services. If you typically spend at least 30 minutes consulting for this organization, you can simply enter 1 unit of consultation as 30 minutes at $112.50. Then, when you schedule consultation on the Calendar, you can enter the number of 30 minute units spent, and SimplePractice will do the math for you.
Please sign in to leave a comment.
Comments
7 comments