Tracking services/products when client is an organization?
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Is 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?

5 comments

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    Gillian

    Hi Dani, I'd be happy to help. Adding the organizations as a Client in SimplePractice will allow you to invoice them and communicate with them securely. This is a great way to manage your product/service sales all within SimplePractice. 

    Hi Dani, I'd be happy to help. Adding the organizations as a Client in SimplePractice will allow you to invoice them and communicate with them securely. This is a great way to manage your product/service sales all within SimplePractice. 

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    Sara Fisher Brazier

    This is very helpful and I'd love an option for school/org to be a client in simple practice. I too do consulting and PFA for schools and business when there is a trauma or crisis

     

    This is very helpful and I'd love an option for school/org to be a client in simple practice. I too do consulting and PFA for schools and business when there is a trauma or crisis

     

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    Gillian

    Hi Sara, thanks for sharing this context. You can add a school or organization to SimplePractice as a Client to bill them for products or services. 

    Hi Sara, thanks for sharing this context. You can add a school or organization to SimplePractice as a Client to bill them for products or services. 

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    Jason Whitehead

    Gillian

    You say that SimplePractice can do all of these things Sara and Dani mention, but you don't mention how. Could you provide some instructions on how to set up an organization as a client without all of the intake/paperwork?

    Thank you

    Edited by Jason Whitehead

    Gillian

    You say that SimplePractice can do all of these things Sara and Dani mention, but you don't mention how. Could you provide some instructions on how to set up an organization as a client without all of the intake/paperwork?

    Thank you

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    Justin Lioi

    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

    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