invoice marked paid when it has not been
Answered
i am constantly having to delete invoices that are marked paid, when they clearly are not. i have client cards on file and charge them, but more times than not the invoice marks paid before i even add the payment. how can this be resolved. so confusing.
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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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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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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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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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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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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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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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