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invoice marked paid when it has not been

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19 comments

  • Laurel Fullington

    I have a similar issue.  I have a self-pay client and entered a payment that should cover the total amount of three invoices, which were created prior to entering of the payment.  After the payment was entered, two invoices marked themselves paid, but the third invoice still shows unpaid and the amount of the invoice (which is the amount pending in the payment) is showing as a client credit.  How can I get the third invoice to "connect" to the payment that has been entered into the system?  I cannot invoice my client going forward as any invoice I create then marks itself as paid since the system is registering a credit (when there isn't one).  Thank you for your help.

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  • Ruth

    Hi Debra and Laurel, I'd recommend reaching out to our Customer Success Team so they can identify where the client credits are coming from. Contact our Customer Success Team by submitting an email Help Request. To give you some context, the credit could be coming from any appointment fee changes, double payments, incorrectly charged appointment fees, or unbilled services. You can also go to your client's file > Billing tab, adjust the date range to include all dates of service, then hit New > Statement to get a running receipt of all charges incurred and all payments made in this client's file. 

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  • Lisa Lee

    What a freaking mess. I don't know why you guys had to go make changes that have only created more wasted time for me.

    Example: Client had an appt. Her billing was set up where she had a 25 dollar co pay. Once insurance paid her copay was actually 35. 

    I went in deleted the appt and invoices that go with it as if the appt never happened. Changed her billing to reflect  a 35 copay and created the appt again adding the note and 35 payment. Now it says she has a 25 credit and has paid 60 in payments when she has only paid 35. I don't know how to fix this and i keep making it worse.

    This should not be so complicated. I used to be able to go to the invoice and delete anything that was inaccurate now I can't.

    my email is lisaklee01@gmail.com

    There are so many other things you guys are not doing that I am paying 79 bucks for and have to do myself. its not worth the money this is not helping me be efficient its making my life more complicated.

     

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  • Denise Morrison

    I am having this same issue! Should be easy to edit an invoice and save changes without it being marked as PAID!

    My issue: client self payed for several appts because her insurance was not paying ($700). She appealed with insurance and now they are paying. We have given client $700 credit. Invoice for that DOS shows $20 copay (this is correct); however, when I go to either create a new invoice or edit the invoice already there, every time I "Save Changes", it marks the invoice as paid. 

    How can I create new invoices for the DOS with the $20 copay (Again, an invoice had already been created.)

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  • Lawrence Daskal

    This issue is the same for me, and I understand that I will put in an individual service request, but this is coming up often enough her that I can't understand Why you haven't posted a generic explanation for the problem and the fix (if any).

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  • Claudia Hantel

    Wow so glad I am not the only one with this issue.  I have a few clients, not one, that invoices show paid when nothing has been paid and an invoice has never even been sent to them.  What is going on?

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  • Toni L. Andrews

     I am having this issue too.  It's so aggravating and seems like Simple Practice should be able to adjust something given that this seems to be a chronic problem with the system.  Ugh!!

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  • Michael Conforti

    I am also having this issue.  It is getting to be so persistent and annoying that for the first time I am contemplating leaving simple practice for another provider. I simply can't comprehend why this is so difficult for the user.

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  • Faith Ojebuoboh

    I am also having this issue. It's come up with someone who needs to pay and wants an invoice. I know that if I send them this invoice that has a bill paid, they won't pay me. Unsure of what to do at this time.

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  • Faith Ojebuoboh

    I am also having this issue. It's come up with someone who needs to pay and wants an invoice. I know that if I send them this invoice that has a bill paid, they won't pay me. Unsure of what to do at this time.

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  • Toni L. Andrews

    Regarding the problem of an invoice being marked as paid, I submit the problem through the portal asking for help and received a step by step helpful resolution.  It was a little complicated but the instructions were clear and worked.  I recommend you message the simple practice help desk to resolve the issue.  It takes a few days but it did resolve the issue for me. 

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  • Steven Hobbs

    1. The invoice is marked paid, so I can not delete it.  How do I do that?

    2. The invoice is immediately marked paid when there is no transaction involved.  What do I do to be assured that there is a transaction activated to Stripe?

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  • Cathie Gum

    I am experiencing the same issue with invoices automatically being marked paid when I create them when the client has not paid and/or I have not charged a client yet, or I have charged a client, the invoice says paid, but the charge didn't actually go through.  So annoying!  It also took several weeks for a website issue to be resolved.  I too feel like I am paying for something that is creating extra work and headaches instead of supporting my work.

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  • Tonya Shields

    the same thing is happening to us, I just submitted a ticket so will see what the solution is to fix it

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  • Patrice E. Green

    same here, I created an invoice and saved it.  It saved but had PAID stamped on it!  Why is it adding payments just because I created an invoice???? How is this helping me?  This is very annoying, I have to make invoices outside of this stupid software because it is easier than going back and forth.  This software actually makes it harder instead of easier….I need help or a new platform. Really getting sick of simple practice and what seems like too many extra steps just to perform simple tasks.

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  • Tonya Shields

    no resolution really

     

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  • Holly Edwards

    Just came here to add my voice to the chorus. I create an invoice, save it, and it marks it as paid automatically. I used to have this issue. Then it magically went away for a while but now it's back. I am beyond frustrated. 

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  • Debra J. Bruemmer

    Same! Mine seemed resolved and has started doing it again this week. Annoying! 

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  • Michelle Dawson

    I am having the same issue. I have just been billing through Square since it is straightforward and simple due to this issue with Simplepractice. I cannot understand why this happens and it should be easy to correct when it does! 

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